Advantages of Membership

    For the $100 annual dues you receive:
    • Two free lunches, value approx $45 (our cost) = $90
    • Annual dinner with drinks, value = $100
    • Networking socials, value = $100
    • Holiday social, value = $75

    Total potential value = $ 365

    For items which are harder to put a dollar value
    on, we’ll simply list:

    • Networking amongst our members, networks and other local industry professionals
    • Education through use of our YouTube page video/audio recordings
    • Tweets and LinkedIn shares of Blog or CFA Institute materials
    • Continuing Education(CE) PD credits for all CFA’s and some programs qualify for CFP and IMCA credits
    • Opportunities to interact with students and community to build CFA brand
    • Opportunities to engage, educate and give back to our local community
    • Partnering with ASFIP Foundation on local financial literacy initiatives

     

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    Advantages of CFA Society Atlanta Membership

    CFA Membership Requirements

    Review Before You Apply

     

    We offer two types of membership in partnership with CFA Institute. Regular membership is recommended for CFA Program candidates and is required for award of the CFA charter. For investment professionals who do not plan to pursue the CFA charter, affiliate membership is the appropriate track.

    CFA Regular Membership

    This membership type is recommended for candidates in the CFA Program and required for award of the CFA charter.

    Apply for Regular Membership 

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

    CFA Affiliate Membership

    This membership type is recommended for investment professionals who do not intend to participate in the CFA Program or who have not yet met the requirements for regular membership. Affiliate members receive the same benefits as regular members, however, affiliate members are not eligible for award of the CFA charter and may not vote on CFA Institute proxies. Society membership is required for affiliate membership. 

    Apply for Affiliate Membership

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

    CFA Society Atlanta Local Associates

    Participant Associate – Will be able to attend all meetings of CFA Society Atlanta, both educational and organizational. Participant Associate will pay the same annual local chapter dues (currently $100) as our regular and affiliate members. Associates will not have any voting rights concerning CFA Society Atlanta matters, as they are affiliates and not local chapter members, and will not be provided with any CFA Institute-distributed materials, since they will not be members of the CFA Institute. Program Participants 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 provide assistance to any applicants who need help in obtaining sponsors. BONUS CFA Society Atlanta Member Benefit, you will also receive two free luncheon vouchers each fiscal year (July 1 through June 30).

    Student Associate – Will have the same participation privileges and limitations as described above for Participant Associates, but will pay reduced annual local chapter dues at the level paid by our academic members (currently $45). Student Associates will not have any voting rights concerning CFA Society Atlanta matters, as they are affiliates and not local chapter members, and will not be provided with any CFA Institute-distributed materials, since they will not be members of the CFA Institute. Student Participants 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 provide assistance to any applicants who need help in obtaining sponsors.

    If you have questions or are in need of a sponsor, please contact your friendly local membership chairman, Evan Byers via [email protected]

    Join online as a Participant Associate

    Professional Conduct Statement (Required for Participant Associate)

    Join online as a Student Associate