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Become a CFA UK member

About us

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 11,000 of the most qualified investment professionals in the UK. You can access educational and networking events, professional learning resources, industry views and opinions, volunteering opportunities, networks and Special Interest Groups.

We have three membership categories, tailored to suit your experience and professional needs - Regular, Affiliate, and Local Membership.

 

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Regular membership

Regular membership is suitable for individuals who have at least 4,000 hours of relevant work experience and have achieved CFA Level I (or passed the self-administered Standards of Practice examination). You can apply via the CFA Institute website 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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Local Membership

Local Membership is suitable for individuals who have passed a CFA UK qualification (ASIP, IMC or Certificate in Climate and Investing), are actively enrolled in the CFA Program (all levels), passed level I of the CFA Program or passed the Certificate in ESG Investing. You can apply to become a local member of CFA UK via the CFA UK Portal. 
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