Membership
How To Join

To become a regular member, applicants must meet all of the criteria listed below:

• Hold a bachelor's degree from an accredited institution or have equivalent education or work experience.
• Have attained one or more of the following:
  • 48 months of acceptable professional work experience and passage of Level I of the CFA examination; or
  • 48 months of acceptable professional work experience and Passage of the self-administered Standards or Practice Examination, or such other appropriate examination as may be approved by the CFA Institute Board of Governors; or
  • be a current holder of the CFA designation.
• Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute.
• Three professional references are required unless you have a reference from a regular member of the society to which you are applying. In that case, two professional references are required. Supervisor references are preferred. When selecting your references, please note that they will be required to comment on your work experience and professional character. Select individuals who can attest to your responsibilities related to the investment decision-making process.

Annual Dues

CFA Institute               $275.00 USD
CFA Society Toronto  $147.05 USD

CFA Society Toronto's and CFA Institute's membership year runs from July 1-June 30.  Fees are not prorated.  For regular and affiliate memberships CFA Institute collects dues on behalf of CFA Society Toronto.  Associate membership dues are paid directly to CFA Society Toronto. CFA Institute and CFA Society Toronto dues are waived for members who are aged 70 and older.  Dues rates are charged in US$ in response to foreign exchange rates.

To become an affiliate member, applicants must meet all of the criteria listed below:

• At the time of application have attained a minimum of 12 months of acceptable professional work experience and passage of Level I of the CFA examination
• Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute.
• Three professional references are required unless you have a reference from a regular member of the society to which you are applying. In that case, two professional references are required. Supervisor references are preferred. When selecting your references, please note that they will be required to comment on your work experience and professional character. Select individuals who can attest to your responsibilities related to the investment decision-making process.

Affiliate members have all of the benefits of regular membership except for voting and sponsoring individuals for membership.

Annual Dues

CFA Institute               $275.00 USD
CFA Society Toronto  $147.05 USD

CFA Society Toronto's and CFA Institute's membership year runs from July 1-June 30.  Fees are not prorated.  For regular and affiliate memberships CFA Institute collects dues on behalf of CFA Society Toronto.  Associate membership dues are paid directly to CFA Society Toronto. CFA Institute and CFA Society Toronto dues are waived for members who are aged 70 and older.  Dues rates are charged in US$ in response to foreign exchange rates.

Associate Membership is open to individuals who do not qualify for regular or affiliate membership with CFA Society Toronto and CFA Institute

Prior to renewal qualifications are rechecked to ensure that an individual can remain as an associate member.  Once an individual qualifies for affiliate or regular membership associate membership cannot be renewed.

Associate members have all of the benefits of regular membership except for voting, sponsoring individuals for membership, and being a member of CFA Institute.

Associate Membership Dues

Associate membership dues are paid directly to CFA Society Toronto.  Associate members are not members of the CFA Institute.  The activation period for the 2019-2020 membership year is 1 July - 31 March.  If you join from 1 April -30 June you are paying for the 2018-2019 year.  We do not prorate fees.

Annual Dues

CFA Institute               Not Applicable
CFA Society Toronto  $193.00 CAD

CFA Society Toronto's and CFA Institute's membership year runs from July 1-June 30.  Fees are not prorated.  For regular and affiliate memberships CFA Institute collects dues on behalf of CFA Society Toronto.  Associate membership dues are paid directly to CFA Society Toronto. CFA Institute and CFA Society Toronto dues are waived for members who are aged 70 and older.

To qualify for Professional Leave, an applicant must be, at the time of application:

• a Regular Member of the Society and CFA Institute;
• over 65 years of age and not actively working in the profession; or 
• complete a Retirement application form supplied by CFA Institute, stating that the member is currently unemployed (this form to be completed and signed annually until the applicant regains employment
• hold membership for at least five years before applying for retired status

Members on Professional Leave have the same rights as their previous level of membership and are eligible for reduced dues

Annual Dues

CFA Institute               $100.00 USD
CFA Society Toronto  $73.52   USD

CFA Society Toronto's and CFA Institute's membership year runs from July 1-June 30.  Fees are not prorated.  For regular and affiliate memberships CFA Institute collects dues on behalf of CFA Society Toronto.  Associate membership dues are paid directly to CFA Society Toronto. CFA Institute and CFA Society Toronto dues are waived for members who are aged 70 and older.  Dues rates are charged in US$ in response to foreign exchange rates.