CFA Society Melbourne Membership

There are two membership types, primarily dependent on your level of work experience:

Regular membership is intended for those with at least 4,000 hours of appropriate work experience completed in a minimum of 36 months. If you have completed all three levels of the CFA^® Program or both levels of the CIPM^®Program you must become a regular member to receive your CFA^® charter or CIPM^® certificate.

Affiliate membership is intended for those with less than 36 months of appropriate work experience. Affiliate members are members of CFA Institute and have access to CFA Institute resources.

You do not need to have completed the CFA or CIPM Programs, or even intend to undertake either Program, to become a member of CFA Institute and CFA Society Melbourne.

Affiliate members are required to demonstrate understanding of the CFA Institute Code of Ethics and Standards of Professional Conduct. This can be demonstrated by:

Passing Level I of the CFA or CIPM Programs; or
Completing the CFA Institute self-administered Standards of Practice Handbook exam which is free of charge and takes between 30 minutes and one hour to complete.

Professional references are required for Affiliate Membership applications.

2 professional references, if one is an active regular member of CFA Society Melbourne.
3 professional references, if none of the references are an active regular member of CFA Society Melbourne

CFA Society Perth Membership

There are two membership types: Regular and Affiliate.

Regular Members

Apply for regular membership through the CFA Institute. To become a member you will need to have:

– A bachelor’s degree or equivalent education/work experience.

– A passing score on the CFA^® Level I Exam or the self-administered Standards of Practice Examination.

– 4,000 hours of professional work experience in investment decision making completed in a minimum of 36 months.

– 3 professional references.

If you’re already a member of CFA Institute and would like to join CFA Society Perth, log in to CFA Institute website.

During the application process you will be able to select CFA Society Perth as your local society.

Affiliate Members

Apply for affiliate membership through the CFA Institute, to become a member you will need to have:

– A passing score for the CFA^® Level I Exam.

– Have obtained one or more years of acceptable professional work experience.

If you’re already a member of CFA Institute and would like to join CFA Society Perth, log in to CFA Institute website. During the application process you will be able to select CFA Society Perth as your local society.

Affiliate members do not have voting rights in the Society.

CFA Society Sydney Membership

CFA Society Sydney offers two membership types: Regular and Affiliate.

Regular Members

Apply for regular membership through the CFA Institute. To become a member you will need to have:

– A bachelor’s degree or equivalent education/work experience.

– A passing score on the CFA^® Level I Exam or the self-administered Standards of Practice Examination.

– 4,000 hours of professional work experience in investment decision making completed in a minimum of 36 months.

– 3 professional references.

If you’re already a member of CFA Institute and would like to join CFA Society Sydney, log in to CFA Institute website. During the application process you will be able to select CFA Society Sydney as your local society.

Affiliate Members

Apply for affiliate membership through the CFA Institute, to become a member you will need to have:

– A passing score for the CFA^® Level I Exam or the self-administered Standards of Practice Examination.

– 3 professional references.

Affiliate Members do not have voting rights in the Society.

Member Benefits

1. Networking Opportunities

Access to events to enable you to interact and share ideas with other investment professionals.

2. Professional Development

Access to regular seminars presented by high-profile speakers to keep you up to date with the latest investment thinking.

3. Workshops

Access to smaller group sessions on industry-related topics that are structured to be more interactive and practical.

4. Social Events

Receive invitations to social events to connect with industry colleagues on an informal basis.

5. Jobs

Members can post and apply for positions seeking CFA® charterholders.

6. Volunteer

Opportunities to support your professional development and gain valuable professional relationships by volunteering with your local society.

7. Value

Access discounted member prices to the annual Australian Investment Conference and other industry leading events.

8. Global Passport Program

Access other CFA Institute society events at the local member price through the CFA Societies Passport Program.

Take the Next Step. Join Us.

If you’re already a member of CFA Institute and would like to join CFA Society Melbourne, Perth or Sydney, simply login to CFA Institute website and select your local CFA Society.

Login to CFA Institute >

Answering Your Questions

What is the difference between regular and affiliate membership?

Both regular and affiliate members are members of CFA Institute and have access to the same resources and benefits. However regular members also have voting rights with CFA Institute and CFA Societies.

What type of work experience is appropriate?

CFA Institute is responsible for determining what counts as appropriate work experience. Additional information is available on CFA Institute website. Broadly you must be able to show that you have experience in evaluating or applying financial, economic or statistical data as part of the investment decision-making process.

Do I have to complete the CFA Program to become a member?

You can become a regular or affiliate member without completing the CFA^® Program. However, if you have not passed Level I of the CFA Program you must sit a Standards of Practice Examination to demonstrate your understanding of CFA Institute Code of Ethics and Standards of Practice Handbook.

How do I apply?

Regular and affiliate members should apply through the CFA Institute.

When can I join?

You can join as a regular or affiliate at any time. However, the membership year runs from 1 July to 30 June and is not pro-rated.

I’m no longer working in the industry but would like to maintain my charter. Is a discount available?

If you are retired, temporarily unemployed or no longer working in the investment management industry you can apply for retired status via CFA Institute, this will provide a discount on your CFA Institute & Society Membership dues.

I’m enrolled in the CFA Program, does that mean I’m a member?

No. Being enrolled in the CFA Program does not automatically make you a member of the CFA Institute or a local society.

I’ve passed Level 3 of the CFA Program, how do I get my CFA charter?

You must be a regular member of CFA Institute to receive your charter. More information on receiving your CFA charter is available from CFA Institute.

How do I update my details?

Regular, affiliate and candidate members can update their details through the CFA Institute website.

Can I transfer my membership?

If you are a Regular member of CFA Institute, you may transfer your membership from another society or add CFA Society Perth as a local society affiliation. To transfer or add membership, members must login to their CFA Institute account to initiate an application.

Please note: Annual membership dues are non-transferable between local societies.

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