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About the Application Process

All applications (except associate) are processed by CFA Institute and are subsequently forwarded to CFA Society Toronto on a monthly basis. Applications are then reviewed by our Membership Committee and submitted for approval by the Board of Directors at the monthly meeting. Approved applicants will receive a notification once their membership is activated.

Once approved, applicants can activate their membership by going online to pay their dues and sign their professional conduct statements. All activated memberships are uploaded into our system on a bi-weekly basis, and a notification will be emailed to all newly activated members.

Once approved, join by logging into your CFA Institute account. Your first dues payment varies depending on the time you first joined. If you joined between 1 May 2019 and 30 April 2020, your annual dues are valid through 30 June 2020. You will be billed again in May 2020 for the following year (2020-2021). If you joined between 1 May 2020 and 30 June 2020, you will enjoy a complimentary membership through 30 June 2020. You will be billed in May 2020 for the following membership year (2020-2021).

Membership Requirements

Membership in CFA Society Toronto is available to charterholders as well as those who have not yet obtained their charter. See details of requirements below:

Membership Renewal

If you need to renew an expired membership, please reactivate your membership through your CFA Institute account. Please note that both the CFA Institute and CFA Society Toronto's membership year runs from 1 July to 30 June, and that we do not prorate our dues. To reactivate for the 2020-2021 year please pay your dues after 4 May 2020.

Membership Fees

CFA Society Toronto's and CFA Institute's membership year runs from 1 July to 30 June. 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 USD in response to foreign exchange rates.

Waivers 

Our credentialing programs are formally recognized by regulators and certification programs in 40 countries and territories. This global recognition reflects the breadth and depth of our program curricula, as well as our leadership in ethics education. For more information, click here to find our how this applies to you.

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