Affiliate members


Member benefits

Affiliate membership is available to individuals who have a minimum of one years relevant work experience. Affiliate membership equips you with practical benefits to grow your career, achieve your professional goals, and get and stay ahead in the investment profession.

Membership fees

Our membership year is 01 July to 30 June. You pay your CFA UK fee at the same time that you pay your CFA Institute's membership fee in US dollars via your CFA Institute account

The current annual membership fees are:

Affiliate Professional Leave
  01 July 2023 to 30 June 2024
CFA Institute $299.00 $100.00
CFA UK $165.00 $82.50
Total $464.00 $182.50

Irrespective of your date of renewal, the full rate for the year is still applicable.


Gain professional recognition

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


Progress your career

Take advantage of our career support services including career-related events and find your next role via CFA UK career opportunities, where investment firms actively target CFA UK members. 


Connect with like-minded peers

Grow your professional network by connecting with over 12,000 of the most qualified investment practitioners in the UK:

  • attend free networking events
  • connect on LinkedIn and Twitter
  • join a special interest group to learn more about topics you’re interested in or passionate about
  • get involved in the investment community as a volunteer.


Expand your knowledge

Stay ahead by developing your knowledge and keeping up-to-date with the latest industry insights:



Applications for affiliate membership are administered by CFA Institute. To apply for affiliate membership you must:

  • 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, unless you have a reference from an active CFA UK regular member – in which case, only two professional references are required.


Protect: Speak up, stop harm helpline

CFA UK is a sponsor of the whistleblowing charity Protect (formerly Public Concern at Work) which provides a dedicated telephone number to our members.

Call 020 3117 2520 or  0800 112 4984 to report any concerns or if you need personal support. You can also email whistle@protect-advice.org.uk

For more information see our whistleblowing resources.


Apply now

"I have been a member a number of years and I can truly say that CFA UK, in all its aspects, has helped me develop and strengthen my belief that I have chosen the most exciting profession to build a career in."

Omar Azami, CFA