Membership Types

Thank you for your interest in joining CFA Society New York!
We look forward to welcoming you as a member.

Professional

Prerequisites & Criteria

You are not a current CFA charterholder

You are a finance professional with 4+ years of acceptable professional work experience, and at least a bachelor’s degree

Note: Individuals enrolled in the CFA program with 4+ years of professional work experience must fill out the Professional Membership application

CFA Charterholder

Prerequisites & Criteria

You are a current CFA charterholder

You are electing to select CFA Society New York as your CFA Institute local society

Note: The button below will send you to the CFA Institute website to begin the application/renewal form

Candidate

Prerequisites & Criteria

You are currently enrolled in the CFA program and have at least a bachelor’s degree

You have at least one year of acceptable professional work experience, but less than four 

You are a charter pending

Note: Individuals enrolled in the CFA program with 4+ years of professional work experience must fill out the Professional Membership application

Membership Benefits

  • CFA Society New York is the largest CFA society in the world with nearly 12,000 members
  • Members receive early notification, invitations and potential access to industry shaping events
  • Members receive substantial discounts on paid events and other educational opportunities
  • Members are able to access peer to peer Roundtables, Research, Discussion and Thought Leadership Groups
  • Members may gain access to previous content via our video and audio recordings (as long as CHATHAM HOUSE RULE or other restrictions were not in place)
  • In person networking at receptions following events and at dedicated socials
  • Your membership supports the work of CFA Institute in New York
  • Your membership provides you with a voice as we help raise the standard of investment management globally
  • CFA Society New York is a local financial community for those who lead the global investment management industry

Most Outstanding Society

Delivering Member Value

CFA Society New York is an important part of my ongoing professional development. At CFANY events, I have the opportunity to meet and engage with industry thought leaders.

Bridget McKenna, CFA
Vice President, Nuveen

Member Content & Resources

Leadership Groups

Discounts & Exclusive Events

Membership Brochure

Video Clips & Full Conference Recordings

Find us in the heart of Times Square

CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714

Phone: (212) 541-4530