CFA Institute University Affiliation Program

Membership connects you with our global association of investment professionals and gives you access to benefits that help you pursue professional knowledge, advance in your career, and lead with ethics. Membership is also a requirement for using the CFA ® and CIPM ® designations. To become an Affiliate Member of the Society, an individual shall fulfill one of the following requirements: to notify CFA Institute if retirement status changes. to be listed as "Retired" in the CFA Institute Membership Directory and. to waive the right to be guaranteed a transfer of membership to another society. SHAPE THE CFA Society South Florida dues are US$75.00. Once an applicant is approved for Affiliate membership by CFA Society South Florida, the applicant will automatically be approved as an Affiliate member with CFA Institute. CFA Institute Affiliate members receive the same benefits as Regular members, but do not have voting rights. Regular membership equips you with practical benefits to help you stay ahead in the investment profession and connect with like-minded peers. Membership fees. Our membership year is 01 July to 30 June. You pay your CFA UK fee at the same time that you pay your CFA Institute's membership fee in US dollars via your CFA Institute account. Reduced membership dues for CFA Institute (100) and CFA Society Kansas City ($45) Enjoy all the beneifts of Regular or Affiliate membership, depending upon prior status; Exempt from filing the annual Professional Conduct Statement; REQUIREMENTS: Up until retirement, worked in investment management and/or financial analysis

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