Become a Member

Regular Membership

(Membership to CFA Institute and CFA Society Boston)

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Affiliate Membership

(Membership to CFA Institute and CFA Society Boston)

  • One year of work experience in the investment decision-making process. OR
  • Be a teacher or research fellow in the field of financial or economic analysis at a college or university OR
  • Be regularly employed for at least three years in a field closely allied to financial analysis and, in the opinion of the CFA Society Boston Board of Directors, make a contribution to the programs and work of CFA Society Boston OR
  • Have three years of work experience in financial analysis
  • Enrollment in CFA program with the intention of taking CFA Level I

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Adjunct Membership

(Membership to CFA Society Boston only)

  • Hold a position in the profession of investment management or in a related field
  • Submit a completed adjunct Membership Application
  • Submit your most recent resume
  • Submit a signed Sponsorship Form by your supervisor, AND
  • Submit a signed Sponsorship Form by a Regular member of CFA Society Boston

(If the supervisor sponsorship requirement cannot be met, then a supplementary sponsorship by an additional Regular member of CFA Society Boston may be submitted.)

Once the CFA Society Boston Board has approved your application for Adjunct Membership, you will be billed the annual dues of $150.

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Student Membership

(Membership to CFA Society Boston only)

  • Be a junior or senior undergraduate student pursuing a bachelor's degree in business or finance, or related field, OR
  • Be a graduate student, enrolled full or part-time, pursuing an MBA or a master's degree in a business-related major
  • Submit a completed Student Membership Application
  • Submit your most recent resume
  • Submit a signed Sponsorship Form by a Professor of Finance, Business, or Economics, AND
  • Submit a signed Sponsorship Form by one Regular member of CFA Institute, who is also a member of CFA Society Boston

(If the Regular member of CFA Institute requirement cannot be met, then a supplementary sponsorship by an additional Professor of Finance, Business, or Economics is required)

Once the CFA Society Boston Board has approved your application for Student Membership, you will be billed the annual dues of $50.

Please note, a Student Membership cannot extend for a period that exceeds four fiscal years or any part thereof. Also, in order to renew Student Membership, you must complete the Student Membership Application each year you wish to be a member.

Thank you, and we look forward to having you as a member of CFA Society Boston. 

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