Member benefits
Regular membership is available to individuals who have at least four years of relevant work experience and have achieved CFA Level I (or passed the self-administered Standards of Practice examination).
Regular membership equips you with practical benefits to help you stay ahead in the investment profession and connect with like-minded peers.
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:
| Regular | 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.
Expand your knowledge
Stay ahead by developing your knowledge and keeping up-to-date with the latest industry insights:
- attend educational events and conferences, with over 50 events per year free to members
- get unlimited access to our professional learning resources
- enjoy access to thought-provoking articles and interviews from leading investment experts through Professional Investor content hub and historical magazine archive.
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 are interested in or passionate about
- get involved in the investment community as a volunteer.
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.
For more personalised career development, join CFA UK's new mentoring programme either as a mentor or mentee.
Eligibility
Applications for regular membership are administered by CFA Institute. Based on your qualifications, CFA Institute will assign you with one of two types of regular membership.
To become a regular member you must:
- Have at least 4,000 hours of acceptable professional work experience (completed in a minimum of 36 months)
- Have passed CFA Program Level I exam or the Standards of Practice examination
- 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.
To become a regular CFA Charterholder member (required to receive your charter) you must:
- Have at least 4,000 hours of acceptable professional work experience (completed in a minimum of 36 months)
- Have passed CFA Program Level I, Level II, Level III exams
- 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.
