members networking

Renewal FAQs

You can find answers to some commonly asked questions regarding renewing your CFA UK membership below.

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 then contact the Membership Team on membership@cfauk.org.

Quick links to renew can be found on the sidebar to the right - just click on your category of membership.

    Local Member Renewal FAQs

    How do I renew?

    Local members can renew their membership through the newly launched CFA UK Portal. Simply follow the steps below. 
    Steps to renew:

    • Login to your CFA UK Portal account - Make sure you have first registered for your account*
    • Go to My Membership
    • Click Renew Membership
    • Complete the renewal application
    • Enter your payment information
    • You will receive an automated confirmation email including receipt

    *Please note that before logging in to our new system (launched March 2021) for the first time, you’ll need to register an account with us.

    To register for your account:

    • Head to the CFA UK Portal registration page
    • Enter your email address - make sure to register with the same email address that CFA UK email communications are sent to. This is so we can match your membership in our systems, and make sure you have access to your member-exclusive benefits.
    • Create a password and submit the registration form
    • Check your inbox for your activation email and activate your account 

    Renewing your CFA UK membership  give you boundless opportunities for professional advancement, knowledge sharing and connecting with like-minded professionals in the industry. 

    More reasons to renew

    Registering for an account and logging in

    How do I log in?

    Click Login in the navigation bar on the CFA UK website.

    Before logging in to our new system (launched March 2021) for the first time, you’ll need to register an account with us.

    To register for an account: 

    To ensure we match your membership in our systems and grant you access to your exclusive member benefits:

    Regular and Affiliate members with CFA Institute should register with the same email address as the one you use to access your CFA Institute account. 

    Local members (IMC, Companion, CFA Candidate members) should register with the same email address that CFA UK email communications are sent to. 

    • Create a password and submit the registration form
    • Check your inbox for your activation email and activate your account
    • Log in to the CFA UK Portal to book on to events and see your membership information 

     

    I’m trying to log in to the CFA UK Portal but am being told my email address isn’t recognised. What should I do?

    Have you registered for your account? The CFA UK Portal is a brand new system launched at the end of March and members are required to register first, before logging on to the Portal.

    Follow the steps in the FAQ above to register for your account.

     

    I have signed up to the CFA UK website but my membership record isn't appearing, what do I do next?

    Did you register with the email address linked to your membership record?

    Regular and Affiliate members with CFA Institute should register with the same email address as the one you use to access your CFA Institute account. 

    Local members (previously IMC, Companion, CFA Candidate members) should register with the same email address that CFA UK email communications are sent to. 

    Email us at support@cfauk.org with the email address you registered on the CFA UK website with.

    For security reasons please also provide two of the following pieces of information: Full name, Date of Birth, First line of address and postcode and a staff member will investigate and get back to you.

     

    My account is locked, what do I do next? 

    Drop us an email at support@cfauk.org with the email address of the locked account and we will be able to assist you. We will endeavour to resolve your enquiry within one business day, however if additional security checks are required it may take a little longer.

     

    Where can I find my CFA UK ID/membership number?

    Your CFA UK ID is your CFA UK membership number and allows you to access events at the member discounted rate. It also will help to identify you in future correspondence. 

    • Login to the CFA UK Portal
    • Click your initials in the top right-hand corner of the screen to view your account
    • Click My Membership in the left-hand menu
    • You’ll be able to see your active membership and your CFA UK ID which is your membership number

    Current members will see that your membership number has got a little longer and is now 9 digits. This is your prior 5-digit member number preceded with “UK00”. 

    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 2021 was £120 which can be used as a tax deduction in a UK income tax return, in line with HMRC guidance.

    Regular and Affiliate Member 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.

    • Login to your CFA Institute account
    • File your Professional Conduct Statement
    • Pay your CFA Institute and CFA UK dues

    Renewing your CFA UK membership  give you boundless opportunities for professional advancement, knowledge sharing and connecting with like-minded professionals in the industry. 

    More reasons to renew

    Do you offer reduced rates of membership?

    In recognition of the continued impact of the COVID-19 pandemic, CFA Institute has continued to waive the five-year membership requirement of the professional leave policy. Therefore, Regular and Affiliate members not currently working full time in the industry as a result of the pandemic are eligible for the reduced membership fees of $182.00.

    You can request professional leave when you renew via your CFA Institute account.

    More Information 

    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 2021 was £120 which can be used as a tax deduction in a UK income tax return, in line with HMRC guidance.