Advantages of Membership

Build Meaningful Professional Connections  
Network with members, guests, and leading finance professionals across the Atlanta region
 
Access a Structured Mentorship Program  
Gain or provide guidance through a program designed to support career growth at every stage
 
Learn Through High‑Quality Programming  
Engage in in‑person events, webinars, and member communities that deliver timely, relevant insights, distinguished speakers
 
Earn Continuing Education (CE) Credits  
Stay current with CE/Professional Learning credits recognized by CFA Institute
 
Support the Next Generation of Finance Leaders  
Connect with students and CFA candidates while strengthening the CFA brand and talent pipeline
 
Make an Impact in the Atlanta Community  
Participate in initiatives that promote financial education, ethical leadership, and community engagement
 
Partner with the ASFIP Foundation  
Contribute to local financial literacy programs that empower individuals and families

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CFA Institute Membership Options

Which membership is right for you?
From early‑career finance professionals to those who have earned the CFA designation, there’s a membership designed to meet your career needs.

Why become a member?

Trusted by employers around the globe, CFA Institute membership signals your dedication, ambition, and drive towards excellence in the industry. When you become a member, you join a world-renowned community of investment management professionals upholding the highest standards of education, principles, and ethics in finance. 

Charterholder Membership

Who is this for?

Charterholder membership represents the pinnacle for those who have earned the charter, while Professional and Associate memberships support professionals across early,  mid- and senior-stage investment and finance careers.

How do I become eligible?

Completion of the CFA Program, 4,000 hours of eligible work experience and professional references. Learn more about Charterholder

Professional Membership

Who is this for? 

For mid-career and senior investment industry professionals who want to deepen their impact and stay current as the industry evolves

How do I become eligible?

Educational qualification, 4,000 hours of work experience, and professional references. Learn more about Professional

Associate Membership

Who is this for? 

For early career finance professionals who seek a foundation and access point into the investment industry and community.

How do I become eligible?

Current or past participation in a CFA Institute education program. Learn more about Associate

Already have an application in progress at CFA Institute? Manage Your Member and Society Applications.

Local Society Associate Options for Industry Professionals and Students

Local Society Associate – Will be able to attend all meetings of CFA Society Atlanta, both educational and organizational. Local Society Associates will pay the same annual local chapter dues (currently $125) as our Charterholder, Professional and Associate CFA Institiute members. Local Society Associates will not have any voting rights concerning CFA Society Atlanta matters, as they are associates and not local chapter members.  Local Society Associates will have to sign a statement of intention to abide by the Code of Ethics and Standards of Professional Conduct of the CFA Institute and will have to provide two CFA Society Atlanta regular members as sponsors. The CFA Society Atlanta Membership Committee will assist any applicants who need help in obtaining sponsors. BONUS CFA Society Atlanta Member Benefit, you will also receive four free luncheon vouchers each fiscal year (July 1 through June 30).

Local Student Associate – Will have the same participation privileges and limitations as described above for Local Society Associates, but will pay reduced annual local chapter dues at the level paid by our academic members (currently $45). Local Student Associates will not have any voting rights concerning CFA Society Atlanta matters.  Local Student Associates will have to provide two CFA Society Atlanta regular members as sponsors along with a copy of their currently valid student identification card or other identification showing that they are a student. The CFA Society Atlanta Membership Committee will assist any applicants who need help in obtaining sponsors.

If you have questions or need a sponsor, please contact your friendly local membership chairman via [email protected].

Join online as a Local Society Associate

Professional Conduct Statement (Required for Local Society Associate)

Join online as a Local Student Associate