CFA Institute + Society Membership
$175 Annually
Charterholders, Regular members, and Affiliate members of CFA Institute are encouraged to join CFA Society San Francisco for the full member experience. These memberships are reserved for professionals who meet specific qualifications set by CFA Institute, including passing CFA or CIPM exams, meeting work experience thresholds, and submitting professional references.
Member Renewal & Dues
Dues are paid directly to CFA Institute, with a combined cost of $299 (Institute) + $175 (local society). Memberships renew on July 31 each year.
Additional CFA Institute + Society Member Benefits
- Access to premium financial datasets from CalcBench, MSCI Indexes, and SmartKarma
- Complimentary Advanced Private Wealth Management learning program
- 20% off CFA Institute certificates and programs
- 30% discount on educational materials including CRC Press publications
- Voting rights for Charterholder and Regular members
- Access to the global CFA Institute member directory
- Complimentary digital subscription to the Financial Analysts Journal