Contact Us

Questions about this process? Click here to email CFA Society Boston.

Transfer Membership

If you are a Regular member of CFA Institute, you may transfer your membership from another society or add CFA Society Boston as a local society affiliation.
To transfer or add membership, members must login to their CFA Institute account to initiate an application. Once received, an application is reviewed and approved by the CFA Society Boston Board of Directors. CFA Boston's annual membership dues are $175 per year and are billed through CFA Institute upon application approval.

If you’ve forgotten your CFA Institute login credentials or are unsure if you have a CFA Institute account, please click here.

Please note:  Annual membership dues are non-transferable between local societies.