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Regular members

 

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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  Retired
 CFA Institute $275.00  $100.00 
 CFA UK $150.00  $75.00 
 Total $425.00  $175.00 

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:

 

Connect with like-minded peers

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

 

Progress your career

Take advantage of our career support services including 20 free career-related events per year and access to our Careers Centre where investment firms actively target CFA UK members.


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 48 months of acceptable professional work experience
  • 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 48 months of acceptable professional work experience
  • 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. 

 

Public Concern at Work helpline

CFA UK is a sponsor of the whistleblowing charity Public Concern at Work and provides a dedicated telephone number to our members.

Call 0800 112 4984 to report any concerns or if you need personal support.

For more information see our whistleblowing resources.

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"My involvement with the society has allowed me to expand my network and to continue learning from leading practitioners in the field – I have made many new contacts as a result of attending networking events and conferences."

Daniel Abrahams, CFA

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