Membership Form

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: £120 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

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.

Section 5: Payment

The current subscription for membership is £120. As a special offer, this covers the rest of this membership year to 30 June 2020 AND the whole of the following membership year, from 1 July 2020 to 30 June 2021. For further information on pro-rating of membership fees please see our website.

If you are eligible to become a member of CFA UK we will email you to arrange a time to take payment and complete the membership application process.

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If you experience any issues when trying to submit this form, contact us on or call 07380 647 142.