JOIN
Join the CFA UK community today to grow your career, connect with others and expand your knowledge.
WHY SHOULD I BECOME A MEMBER?
You take your career seriously. You understand the power of qualifications and a strong network. CFA UK can help you progress within the investment profession. We guide you to the right programmes that give you the skills you’ll need to achieve your career goals, and we introduce you to the people that will help you to navigate that journey successfully.
As a CFA UK member, you:
- Get the recognition you deserve: CFA UK membership demonstrates your commitment to professional excellence.
- Shape your path to success: Take a step forward in your career and find your ideal role via our careers hub.
- Find your community: Grow your professional network by meeting some of the 12,000 investors in our membership community.
- Expand your knowledge: Get access to world-class content and join the conversation through our jam-packed events programme.
ROUTES TO MEMBERSHIP
CFA UK membership is open to almost all investment professionals. There are three membership categories: Regular, Affiliate, and Local membership.
- Local membership is for investment professionals who have passed a CFA UK qualification, are enrolled in the CFA Program, or have passed Level I of the CFA Program.
- Affiliate membership is for investment professionals who have a minimum of 12 months' work experience. It includes membership of both CFA UK and CFA Institute.
- Regular membership is for experienced investment professionals who have 4000 hours of work experience and passed at least CFA Level I. It can include CFA UK and CFA Institute membership. This also is the membership required to be a CFA charterholder.
All members, regardless of their type of membership, are required to abide by CFA UK's Code of Ethics and Standards of Professional Conduct.
ESSENTIAL MEMBERSHIP INFORMATION
Our membership year runs from 01 July to 30 June. While Local membership only gives you membership of CFA UK, Regular and Affiliate membership also includes membership of CFA Institute. Regular and Affiliate members will also need to pay the CFA Institute fee. Irrespective of your date of renewal, the full rate for the year is still applicable.
Explore the dropdowns to find out more about our membership fees.
Local Membership
The annual membership fee for the 2024/2025 membership year is £140.00. New members can take advantage of prorated membership depending on the time of year you join.
Prorated membership fees 2024 - 2025
April 2024
Full dues for the coming membership year
(15 months for the price of 12) *
May 2024
Full dues for the coming membership year
(14 months for the price of 12) *
June 2024
Full dues for the coming membership year
(13 months for the price of 12)*
July - September 2024
Full annual dues: £140*
October - December 2024
Pay 75% of fee: £105.00 *
January - March 2025
Pay 50% of fee: £70.00 *
* New members only. Member benefits will run until 30 June 2025.
Affiliate Membership
Fees from 01 July 2023 to 30 June 2024
CFA Institute $299.00
CFA UK $165.00
Total $464.00
CFA Institute $100.00
CFA UK $82.50
Total $182.50
Irrespective of your date of renewal, the full rate for the year is still applicable.
Regular Membership
Fees from 01 July 2023 to 30 June 2024
CFA Institute $299.00
CFA UK $165.00
Total $464.00
CFA Institute $100.00
CFA UK $82.50
Total $182.50
Irrespective of your date of renewal, the full rate for the year is still applicable.
LOCAL MEMBERSHIP, CFA SOCIETY UK
There are multiple ways to join our membership community. Local membership offers members full access to CFA UK member benefits, such as our programme of in-person and virtual events and our expert-led CPD content.
You’re already eligible for Local membership of CFA UK if you are actively enrolled in the CFA Program, or hold one of these qualifications:
- IMC (Investment Management Certificate) (full – both units must be complete)
- Certificate in Climate and Investing
- Certificate in Impact Investing
- Certificate in ESG Investing
- CFA Program Level I
- Associate exam (ASIP)
AFFILIATE MEMBERSHIP
Organised by CFA Institute, Affiliate membership gives you all the benefits of joining our network along with resources from CFA Institute.
You’re eligible for Affiliate membership of CFA UK if you:
- Have a minimum of 12 months of acceptable professional work experience
- Agree to adhere to and sign the members' agreement and professional conduct statement
- Provide three professional references - or two if you have a reference from an active CFA UK regular member
REGULAR MEMBERSHIP
In the process of becoming a CFA charterholder, or already an experienced investment professional? Regular members enjoy all the practical benefits of our membership so you can maintain your professional standing and take your career forward. Gain greater recognition, attend free networking events and join a community where you’re sure to feel welcome.
As a Regular member, you can also use resources available from CFA Institute to develop your career and grow your network.
You’re eligible for Regular membership of CFA UK if you:
- Have passed CFA Program Level I exam or the Standards of Practice examination
- Have at least 4,000 hours of acceptable professional work experience (completed in a minimum of 36 months)
- Agree to adhere to and sign the members' agreement and professional conduct statement
- Provide three professional references - or two you have a reference from an active CFA UK regular member
If you’ve completed the CFA Program in full, then you’re eligible to become a Regular CFA charterholder member. Charterholders enjoy the same benefits as members, alongside the prestige of the CFA designation. We celebrate your hard work and success at our biannual charterholder ceremonies
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WANT TO KNOW MORE ABOUT MEMBERSHIP?
Give us a call!
For any more information on becoming a CFA UK member, call us on +44 (0)20 7648 6200 and select option 2, to ask us anything. We’re also happy to help via email at membership@cfauk.org.
