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Apply for membership

This form should be used only by those who have never previously held membership with CFA UK. Use this form to apply for membership of CFA UK only via the categories of IMC, CFA Candidate or Companion (ASIP designation). For Regular or Affiliate membership, please join or renew via the CFA Institute.

If you are applying for CFA Candidate membership, please note this is only available to those who have registered for a CFA Program exam within the last 18 months.

In submitting your application, you are agreeing to the terms and conditions.

Fee: £90 for membership valid until 30 June 2021

Section 1 – Membership type

If you selected ‘CFA candidate’, please include your CFA candidate registration number (issued by CFA Institute).

Section 2 - Personal Information

We want to ensure you have the best membership experience, please select which statement you most agree with.

Section 3: Professional Conduct Statement

Code of Ethics and Professional Conduct

Members of CFA UK must:

  • Act with integrity, competence, diligence, respect, and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets.
  • Place the integrity of the investment profession and the interests of clients above their own personal interests.
  • Use reasonable care and exercise independent professional judgment when conducting investment analysis, making investment recommendations, taking investment actions, and engaging in other professional activities.
  • Practice and encourage others to practice in a professional and ethical manner that will reflect credit on themselves and the profession.
  • Promote the integrity and viability of the global capital markets for the ultimate benefit of society.
  • Maintain and improve their professional competence and strive to maintain and improve the competence of other investment professionals.

As a member of CFA UK, you are required to answer the following professional conduct questions. If any answer is "yes" then CFA UK will contact you to obtain details on this matter.

Section 4: Terms

CFA Society of the UK’s terms and conditions

I acknowledge and understand that failure to comply with the CFA Institute Code of Ethics and Standards of Professional Conduct is grounds for disciplinary action against me and that failure to cooperate with any CFA UK investigation of my conduct is grounds for summary suspension. *

Please read full terms and conditions.

* Is a required field