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Membership
Membership

Join CFA Society San Francisco

CFA Society San Francisco is the leading investment member organization serving the greater Bay Area. With over 3,500 members and a reach of over 12,000 industry professionals, Society membership offers you the opportunity to connect with your investment community and grow your career.

Discover the Latest Industry Insights

Stay current with the latest practices, trends, and industry updates by participating in a wide array of programming opportunities. CFA Society San Francisco caters professional learning programs to the needs of local industry professionals, providing you with high quality, specialized seminars, panels, workshops, and webinars. As a member, you will receive discounts on all Society programming, access to special member-only events, and exclusive discounts on programming through the Society's many industry partners.

Advance Your Career

CFA Society San Francisco has many options to help you advance your career. Whether you are currently searching or looking to advance within your organization, the Society offers professional learning programs, skills-building workshops, a robust career center, and frequent networking opportunities throughout the year.

Become Part of a Local Network of Industry Professionals

With nearly 3,500 members and regular networking opportunities, you are certain to connect with some of the best and brightest in the finance community. CFA Society San Francisco reaches over 12,000 finance professionals through email, social media, programming, and work with employers, universities, and media to engage with the industry.

PRICING OVERVIEW

Regular

$150/Annually PLUS
CFA Institute Dues

  • Open to investment professionals involved or supporting the investment decision-making process.
  • Prerequisite to earning the CFA charter and CIPM certificate
  • Requires 48 months professional work experience
  • Must provide 2 or 3 professional references
  • Dues renew each July 1st

Affiliate

$150/Annually PLUS
CFA Institute Dues

  • Open to investment professionals who do not meet Regular membership eligibility
  • Cannot be pursuing the CFA charter or CIPM certificate
  • No professional work experience requirement
  • Must provide 2 or 3 professional references
  • Dues renew each July 1st

Industry

$150/Annually

  • Open to ALL investment professionals not pursuing the CFA charter or CIPM certificate
  • No professional work experience requirement
  • No professional references required
  • Dues renew each July 1st



Candidate

$50/Annually

  • Must be registered for the CFA Program exam
  • Must join as a regular member upon passing the Level III exam
  • Eligibility reviewed each July 1st

Student

$50/Annually

  • Individuals must be currently enrolled in a graduate level finance program
  • Professor and professional references required
  • Eligibility reviewed each July 1st

Contact Us

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

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CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.