Become a CFA UK member

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Join us

CFA UK membership demonstrates your commitment to professional excellence, giving you recognition as an authoritative and actively engaged investment professional.

As a member you can connect with over 12,000 of the most qualified investment professionals in the UK, attend educational and networking events, access our wide range of online development and career resources, earn and track CPD, and get involved in the investment community as a volunteer.

We have four membership categories, tailored to suit your experience and professional needs - Regular, Affiliate, CFA candidate and IMC.

Please click here to download our Become a CFA UK member brochure.

Regular membership

Regular membership is suitable for individuals who have at least four years of relevant work experience and have achieved CFA Level 1 (or passed the self-administered Standards of Practice examination). You can apply via the CFA Institute to become a regular member of both CFA UK and CFA Institute.

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Affiliate membership

Affiliate membership is suitable for individuals who have a minimum of one years relevant work experience. You can apply via CFA Institute to become an Affiliate member of both CFA UK and CFA Institute.

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CFA candidate membership

CFA candidate membership is suitable for individuals who are enrolled in the CFA Program, with benefits designed to provide you with comprehensive support through your studies and help you to achieve at the highest level.

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IMC Membership

IMC membership is suitable for individuals who have passed the Investment Management Certificate (IMC), with benefits designed to help you grow your career, achieve your professional goals, and get and stay ahead in the investment profession.

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