Young CFA charterholders

Local Membership,
CFA Society UK

Eligibility How to apply

Success is about making smart choices. Membership offers you boundless opportunities for professional advancement, knowledge sharing and connections with like-minded professionals.

To ensure that our membership continues to represent the UK investment industry, some changes have been recently implemented - read more

Member benefits

Reach your full potential

Stay ahead in your career

Make valuable connections

Drive positive change

  • Promote diversity, drive sustainability and champion ethical standards 
  • Volunteer to raise your profile and share your expertise 

Gain professional recognition

CFA UK membership demonstrates your commitment to professional excellence, giving you recognition as an authoritative and actively engaged investment professional. Active members can use the relevant designation after your name to showcase your qualification:

  • Active CFA UK members who hold the Associate exam can use the designation ASIP
  • Active CFA UK members who hold the Investment Management Certificate can use the designation IMC   

Eligibility

To be eligible for Local Membership you must be actively enrolled in the CFA Program or hold one of the following qualifications:

  • Associate exam (ASIP) 
  • IMC (Investment Management Certificate)*
  • Certificate in ESG Investing 
  • CFA Program Level I 

* have passed both units of the IMC examination, or have passed one of the two units that make up the IMC examination and been awarded formal exemption against the other unit.

Member fees

Our membership year is 1 July to 30 June and the annual membership fee for the 2021/2022 membership year is £120.00.

New members can take advantage of prorated membership see the table below for prices:

 Prorated membership fees 2021-2022
 New member join month Membership fees (CFA Candidate members and IMC members) 
 July - September Full annual dues: £120
October - December Pay 75% of fee: £90
January - March  Pay 50% of fee: £60
 April

Full dues for the coming membership year

(15 months for the price of 12)*

 May

Full dues for the coming membership year

(14 months for the price of 12)*

 June

Full dues for the coming membership year

(13 months for the price of 12)*

* New members only. Member benefits will run until 30 June 2023.  

How to apply

To apply for Local Membership with CFA UK, you will first need to register for an account.

To register for an account:

  • Click on ‘Haven’t got an account? Register with us’  
  • Enter an email address - This should be the email connected to your IMC, Certificate in ESG Investing or CFA Program candidate account. This is so your qualification is connected to your CFA UK Portal account and ensure your membership eligibility. 
  • Create a password and submit the registration form
  • Check your inbox for your activation email and activate your account
  • Log in to the CFA UK Portal to apply for membership

To apply for Local Membership with CFA UK:

  • Log in to the CFA UK Portal
  • Click My Membership on the left
  • Click Apply for Membership
  • Complete the online membership application form
  • Accept the terms and conditions and proceed to payment
  • Pay the membership fee
  • You will receive an email confirmation of your membership
  • When you next log in to your account and click on My Membership, you will be able to see your active membership and links to exclusive membership benefits.

Having difficulties applying?

If you believe you are eligible for Local Membership, but are not seeing an Apply for membership button in the CFA UK Portal, email us on membership@cfauk.org. Please email from the email address you have registered with at CFA UK and include information on your qualification. A member of the CFA UK team will get back to you.

networking

Apply now

"Ever since joining CFA UK over four years ago I have found the membership immensely rewarding. To me, being a member has meant being a part of something bigger: an active community of professionals who are willing to exchange ideas and share experiences."

Veenit Surana