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How To Join

Interested in Becoming a Member?

Gain professional recognition, network with decision makers and access career opportunities by joining the largest member Society in the world!

Already a CFA Institute member or transferring from another CFA Society? Update your account today.

Membership Options

Charterholder Professional Associate Affiliate
General
Who is this For
  • Experienced investment professionals who have completed the CFA Program
  • Those aiming for maximum credibility, leadership roles, and global recognition
  • Investment professionals working toward or aligned with the CFA path
  • Those with relevant experience but not yet charterholders

Associate Membership is intended for rising talent and emerging investment professionals. To be eligible for Associate Membership, applicants must be a current or past participant in a CFA Institute educational product, including the CFA Program. It is designed for people who want to build stronger connection to the profession and to CFA Society Toronto while they are still developing their careers.

Investment professionals including CFA Candidates who do not qualify for Charterholder, Professional or Affiliate membership with CFA Society Toronto and CFA Institute.
Benefits
  • Use the CFA designation (CFA)
  • Full access to all member benefits (research, tools, events, network)
  • Highest professional credibility in investment management
  • Leadership, voting rights, and influence within CFA Institute and CFA Society Toronto
  • Access to research, learning content, and career tools
  • Global network and local society events
  • Voting rights
  • Strong professional affiliation with CFA Institute

Associate Membership is designed to provide practical value, not just access in name only. The benefits package is being built around the real needs of Candidates and early-career professionals, especially those looking for more guidance, stronger peer connection, and closer connection to the broader CFA Society Toronto community. Current and planned benefits include:

  • Candidate Mentor Program Launching in 2027
  • Candidates Connect
  • Ask-Me-Anything (AMA) Events
  • Candidate Bursary Program Launching in 2027
  • The Analyst Subscription
  • Ongoing Community & Engagement Opportunities

All of the benefits of Professional membership except for voting and sponsoring individuals for membership.
Key Requirements
  • Pass all 3 CFA exams
  • Minimum 4,000 hours of relevant work experience within a minimum of 36 months
  • Professional references (2-3)
  • Ongoing ethics commitment and annual membership maintenance
  • Bachelor’s degree
  • Pass Level I (or equivalent exam)
  • Minimum 4,000 hours of relevant work experience in a minimum of 36 months
  • Professional references (2-3)

Applicants must be a current or past participant in a CFA Institute educational product, including the CFA Program. It is designed for people who want to build stronger connection to the profession and to CFA Society Toronto while they are still developing their careers.

A minimum of 12 months of relevant work experience* and passage of Level I or passage of the self-administered Standards of Practice Examination and 2-3 professional references.
Dues and Information
Annual Dues
  • CFA Institute: $299USD
  • CFA Society Toronto: $185USD
  • CFA Institute: $299USD
  • CFA Society Toronto: $185USD
  • CFA Society Toronto: $85USD
  • CFA Institute: $149USD

NOTE: You do not need to be a CFA Institute member to be a CFA Society Toronto member.
  • CFA Society Toronto: $185.00 USD
  • CFA Institute: $299.00 USD
Membership Year/Duration

Renews Annually on July 1

Renews Annually on July 1

Renews Annually in conjunction with the date you joined.

Renews Annually on July 1
Other Requirements

Agree to adhere to and sign the Member's Agreement and the Professional Conduct Statement.

Agree to adhere to and sign the Member's Agreement and the Professional Conduct Statement.

CFA Institute and CFA Society Toronto each have an Associate Membership class. You do not need to be an Associate Member of CFA Institute to become an Associate Member of CFA Society Toronto. Eligible individuals may choose to join one, the other, or both, depending on the kind of membership experience they want. This class is governed by ethics and conduct expectations that include completion of the ethics requirement or applicable exemption, compliance with the Code and Standards, annual professional conduct attestation, and oversight by CFA Institute Professional Conduct.

Agree to adhere to and sign the Member's Agreement and the Professional Conduct Statement.
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  • Membership Renewal

    Membership renews on July 1 for Charterholder and Professional Memberships.
    Associate membership renews each year on the anniversary of you joining.