You and up to two guests will arrive on the evening for a pre-ceremony drinks reception. 

We’ll then invite you to take your seats and we’ll call you up to receive your ceremony certificate in front of your family and friends. The evening will conclude with drinks, canapés, and networking.

You don’t need to attend the Charterholder Ceremony to receive your CFA charter. Your charter will be sent to your address by CFA Institute once your application is approved. At the ceremony you’ll receive a separate, official certificate issued by CFA Institute. We’re not able to issue these certificates outside of the Charterholder Ceremony.

We host two CFA Charterholder Ceremonies a year, so if you’re still waiting on being awarded your CFA charter there’ll be a future ceremony for you to attend. 
To attend our ceremony in June 2025:

• You must have gained your CFA Charter status after 20 June 2024;
• Be a Regular member of both CFA UK and CFA Institute;
• and not previously attend a CFA UK Charterholder Ceremony. 

Keep an eye on our events page, for future CFA UK Charterholder Ceremonies. 

Yes, as long as you’re a member of CFA UK, you can attend.

To become a CFA charterholder, you need to pass all three levels of the CFA Program, have a minimum of four years of relevant work experience within the investment sector and have two or three professional references. 
As the application process can take around four weeks to complete, apply early if you want to the ceremony. Learn more here.

Head over to your CFA Institute account and click on the Membership tile on your dashboard and start the Regular membership application.

Don’t forget to select CFA Society of the UK as your local Society. 

If you are already a Regular member, you can add CFA UK as your local Society without reapplying for membership. Log into your CFA Institute account, head to the Manage Your Membership and select CFA UK as your local Society.