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Become a member of CFA Society India

A local Membership body of a Global Network of Investment professionals.

Your application to a society is an introduction to a community of professionals who are committed to the highest standards of ethics, education, and professional excellence.

Annual Membership dues will be pro-rated for those joining CFA Institute and CFA Society India for the first time. The dues are USD 100 (only for specific countries including India) for CFA Institute and USD 50 for CFA Society India.

The membership period is annual and runs from 1st July through 30th June

Membership Type
Regular Membership
We recommend regular membership for candidates in the CFA and/or CIPM Programs. One must have a bachelor’s degree or equivalent education and a passing score for the CFA Program Level I Exam, CIPM Program Level II Exam, RBA Netherlands Exam, or the self-administered Standards of Practice Exam.

Must have 48 months of relevant work experience in investment decision making.

Visit: https://www.cfainstitute.org/membership/join/work-experience

2 professional references, if one is an active regular member of the CFA® Society India

OR

3 professional references, if none of them is an active regular member of the CFA Society India

Membership Dues for CFA Institute is USD 100 and for CFA Society India is USD 50

Membership Period: 1st July – 30th June

Affiliate Membership
We recommend affiliate membership for investment professionals who have cleared CFA program Level I and who have not yet met the requirements for regular membership.
No Work experience required

Visit: https://www.cfainstitute.org/membership/join/work-experience

 

2 professional references, if one is an active regular member of the CFA® Society India

OR

3 professional references, if none of them is an active regular member of the CFA Society India

 

Membership Dues for CFA Institute is USD 100 and for CFA Society India is USD 50

Membership Period: 1st July – 30th June

Application

Applicants can submit their membership applications online when all of the sections of the application are complete. Application sections are:

Applying for Membership

Step 1 – Log in to your CFA Institute Account and go to “Membership” and start your application

Step 2 – Fill in your work experience details. If you are not sure about your “relevant work experience”, we request you to visit this page – https://www.cfainstitute.org/membership/join/work-experience
Step 3 – Select your local Society for India – “CFA Society India” or “Indian Association of Investment Professionals”
CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals
Step 4 – Provide professional references, the application needs
– 2 professional references, if one is an active regular member of CFA Society India
– 3 professional references, if none of them is an active regular member of CFA Society India
CFA Society India can help you with reference, please write to us at membership@india.cfasociety.org
Step 5– Submit your application (only available when all sections are marked done)
Step 6 – Once your membership is approved, you will receive an email with instructions to activate your membership
a) You will need to attest to CFA Institute ‘Professional Conduct Statement’ and ‘Membership Agreement’
b) Proceed to pay your membership dues