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 members can renew their membership through the CFA UK Portal. Simply follow the steps below.
Steps to renew:
Renewing your CFA UK membership give you boundless opportunities for professional advancement, knowledge sharing and connecting with like-minded professionals in the industry.
Click Login in the navigation bar on the CFA UK website.
The email address will be the one you registered your CFA UK account with.
Have you registered for your account? The CFA UK Portal launched in March 2021 and members are required to register first, before logging on to the Portal.
If you are still 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.
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. Alternatively, you can call 0207 648 6200 and select option 2 to reach the membership team.
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.
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.
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”.
No VAT is charged on CFA UK membership.
The CFA UK membership fee for the membership year ended 30 June 2023 was £125 which can be used as a tax deduction in a UK income tax return, in line with HMRC guidance.
If you are a Regular or Affiliate member you must renew your CFA UK membership via your CFA Institute 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
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 $182.50.
You can request professional leave when you renew via your CFA Institute account.
No VAT is charged on CFA UK membership.
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 membership fee was £125 for the membership year ended 30 June 2023, which was translated into a fee of $165 US dollars for collection by CFA Institute on behalf of CFA UK.
