Membership Resources

Regular and Affiliate Membership
  • Go to www.cfainstitute.org and select Community and then Membership
  • Membership in both CFA Institute and CFA Society Kansas City will be processed jointly
Student/Candidate Membership
  • Download and complete the appropriate application and make your submission:
  • Student Application click here
  • Candidate Application click here
Transfer your Membership
  • Go to www.cfainstitute.org and select Community and then Membership.
  • Using the link at the bottom of the page, add or change your local society membership(s).
  • You may be a member of more than one local society.
Change your Membership Status
  • Go to www.cfainstitute.org and select Community and then Membership
  • Using the link at the bottom of the page, change your membership status

Manage Your Membership

Already a member? Find out how to manage your membership.

Adding or Changing Your Local Society

Click here to make the change.

BENEFITS:

  • Discounted member rates to dynamic and local educational programs
  • Access to members-only events
  • Voting privileges at Annual Meeting
  • Opportunities to serve as volunteers
  • Network with peers in the industry
  • Be part of an effectual and common voice to develop and protect the interests of the profession
  • Stay abreast of trends that affect the industry in your market
  • Take advantage of local professional development opportunities
  • Socialize with industry insiders
  • Take advantage of discounts to dynamic and educational┬álocal programs
  • Access additional resources, such as job announcements and newsletters

REQUIREMENTS:

  • Hold a bachelor’s or higher degree
  • Be a CFA charterholder or have four years acceptable professional work experience and passage of Level 1 of the CFA Exam
  • Be a member of the CFA Institute ($275 annual dues)
  • Sign and submit to CFA Institute a member’s agreement and professional conduct statement
  • Pay CFA Society Kansas City annual dues of $90
  • Initially be sponsored by a CFA charterholder and supervisor

BENEFITS:

  • Discounted member rates to dynamic and local educational programs
  • Access to members-only events
  • Opportunities to serve as volunteers
  • Network with peers in the industry
  • Access to announcements such as job postings and newsletters
  • Access to discounted rates on study programs and scholarships

REQUIREMENTS:

  • Hold a bachelor’s or higher degree
  • Have one year experience boradly related to acceptable professional work experience and at the time of application be engaged in such work
  • Be a member of the CFA Institue ($275 annual dues)
  • Sign and submit to CFA Institute a member’s agreement and professional conduct statement
  • Pay CFA Society Kansas City annual dues of $90
  • Initially be sponsored by a CFA charterholder and supervisor

BENEFITS:

  • Discounted member rates to dynamic and local educastional programs
  • Access to members-only events
  • Opportunities to serve as volunteers
  • Network with professionals in the industry
  • Access to anouncements such as job postings and newsletters
  • Access to discounted rates on study programs and scholarships
  • Note: Membership in this category is limited to a three year maximum

REQUIREMENTS:

  • Be enrolled in the CFA Program with an active candidate number or be enrolled as a full-time undergraduate or full-time/part-time graduate student
  • Agree to be bound by the CFA Institute Code of Ethics and Standards of Professional Conduct
  • Submit a completed application and required documents
  • Pay CFA Society Kansas City annual dues of $25

BENEFITS:

  • Reduced membership dues for CFA Institute (100) and CFA Society Kansas City ($45)
  • Enjoy all the beneifts of Regular or Affiliate membership, depending upon prior status
  • Exempt from filing the annual Professional Conduct Statement

REQUIREMENTS:

  • Up until retirement, worked in investment management and/or financial analysis
  • Been a member in good standing of the CFA Institute for a minimum of 5 years
  • No longer engaged in professonal activities for compensation
  • Must notify the CFA Institute in writing if retired status changes