Membership Types

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



You have four or more years of acceptable professional work experience, have at least a Bachelor’s degree, and are not a current
CFA charterholder

You are a CFA candidate
(4+ years of experience)

You are a finance professional

CFA Charterholder


You have passed the Level III exam, and have four or more years of acceptable professional work experience

You are a current CFA charterholder and are electing to choose CFA Society New York as your local society

You are a current CFA charterholder renewing your CFA Society New York membership



You have a Bachelor’s degree and are currently enrolled in the CFA program with more than one but less than four full years of acceptable professional work experience

NOTE: Do not fill out the Candidate Membership application if you are in the process of becoming a charterholder and have 4+ years of work experience. You 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