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 Society Perth.
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.
If you have forgotten your CFA Institute login credentials or are unsure if you have a CFA Institute account, please click here.