MEMBERSHIP RENEWAL FAQs
FAQs have been split into FAQs for Local Members and FAQs for Regular and Affiliate members due to the different routes to renew these categories of membership.
If these FAQs don't answer your question, contact the Membership Team on membership@cfauk.org.
Local Members Renewal FAQs
How do I renew?
Local members can renewal their membership through CFA UK Portal. Simply follow the steps below. Simply follow the steps below:
- Log into your CFA UK Portal account
- Go to My Membership
- Click on Renew Membership and complete renewal
Renewing your CFA UK membership, is you making an investment into your career from making connections, sharing and gaining insights from across the sector to getting exclusive expert-led talks and webinars.
I need help logging into my CFA UK Portal account
If you are struggling to access your CFA UK Portal account, please contact us by emailing support@cfauk.org or by calling 0207 648 6200 and selecting option 2 to reach the membership team.
How much does membership cost for the period 1 July 2025 to 30 June 2026
Local membership costs £145 and your membership will be valid until 30 June 2026.
Why is our membership fee increasing?
CFA UK membership fees will rise by 3.6% to £145 from 1 July 2025. In line with the new membership year 2025/2026. We've worked hard to keep this increase as low as possible while ensuring we provide great value for money. This increase is crucial to maintain our top-notch career-boosting programs and opportunities such as the
- Exclusive events
- Impressive mentoring programs
- Professional learning plans, webinars, and podcasts
- Connect platform, spaces for members to share ideas and shape conversations in our communities or Special Interest Groups (SIGs)
When will the new fees take effect?
The new fees increase will take effect from 1 July 2025. Our membership year runs from 01 July to 30 June annually.
Is VAT charged on membership renewals?
No VAT is charged on CFA UK membership.
Can I claim back tax on my membership dues?
The CFA UK membership fee for the membership year ended 30 June 2025 was £140 which can be used as a tax deduction in a UK income tax return, in line with HMCR guidance.
Regular and Affiliate Members Renewal FAQs
How do I renew?
If you are a Regular or Affiliate member you must renew your CFA UK membership via your CFA Institute account.
- Log into your CFA Institute account
- File your Professional Conduct Statement
- Pay your CFA Institute and CFA UK dues
Renewing your CFA UK membership, is you making an investment into your career from making connections, sharing and gaining insights from across the sector to getting exclusive expert-led talks and webinars.
Do you offer a reduced rate for membership?
Current or past Regular and Affiliate members who are not currently working full time in the industry might be eligible for a reduced membership fee of $190.
You can request professional leave when you renew via your CFA Institute account.
Is VAT charged on membership renewals?
No VAT is charged on CFA UK membership.
Can I claim back tax on my membership dues?
The CFA UK membership fee is on the list of HMRC approved professional organisations which enables members to claim tax relief on the fee they pay, via their UK tax return, in line with HMRC guidance.
The Regular and Affiliate CFA UK members fee was £140 for the membership year ended 30 June 2025, which translated into a fee of $175 US dollars for collection by CFA Institute on behalf of CFA UK.
WANT TO KNOW MORE ABOUT MEMBERSHIP?
Give us a call!
For any more information on becoming a CFA UK member, call us on +44 (0)20 7648 6200 and select option 2, to ask us anything. We’re also happy to help via email at membership@cfauk.org.
