Membership

Join a network of more than 1300 investment professionals in your area

OVERVIEW

The CFA Society North Carolina is open to professionals in the field of investment management. Membership provides the knowledge, recognition, and industry network that investment professionals need to advance their careers. Every member service – from extensive programs to on-line job postings to CFA Institute publications – is designed to meet the specific needs of investment management professionals.

MEMBER BENEFITS

NETWORKING & COMMUNITY

  • More than 1,300 active members
  • Enjoy frequent events in your area

EDUCATION

  • Multiple designations available for core interests
  • Access to a myriad of articles, digital media, and events

PROGRAMS & RESOURCES

  • World-renowned in-person and virtual programs
  • Average of 1 event per week by a worldwide network of over 160 societies

DISCOUNTS

  • Educational sponsor discounts
  • Society scholarships and select free programming

REGULAR

Required for CFA charterholders and recommended for non-charter holding, experienced investment professionals and seasoned academics directly involved in or supporting the investment decision-making process. Regular membership is a prerequisite to earning the CFA charter and CIPM certificate.

Regular members have the right to hold office on the Board of Directors, act as a sponsor for membership and vote for board members as part of the annual proxy.

REQUIREMENTS

Hold a bachelor’s degree from an accredited institution or have equivalent work experience.

Passed Level I of the CFA® exam or passed CFA Institute’s Self-Administered Standards of Practice Examination.

Have 48 months of acceptable professional work experience in the investment decision-making process.

Submit professional references.

Agree to adhere to and sign the Member’s Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute.

AFFILIATE

For investment professionals who do not meet the eligibility requirements of regular memberships or do not intend to participate in the CFA Program or CIPM Program.

Affiliate members can access the latest research, continued professional learning content, member directory, and exclusive volunteer opportunities.

REQUIREMENTS

A bachelor’s degree or equivalent education/work experience.

Have 48 months of acceptable professional work experience in the investment decision-making process.

Submit professional references.

Agree to adhere to and sign the Member’s Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute.

TRANSFER

Open to members from other CFA chapters interested in transferring membership.

REQUIREMENTS

Must meet regular membership requirements.

Must be part of another CFA chapter.

CANDIDATE

Open to current CFA Candidates Level I and Level II only.

REQUIREMENTS

No professional references or sponsors are required.

Local CFA Society North Carolina only.

COVID-19 UPDATE

At CFA Society North Carolina, our top priority is always the health and safety of our employees, members, candidates, and stakeholders for the areas we serve.


The novel coronavirus (COVID-19) outbreak remains a very fluid situation, and please be assured that we are monitoring the effects to health, safety, and travel mobility.  We seek to make decisions that: prioritize the health and safety of everyone involved; are informed by data; are fair and equitable in their treatment of all concerned parties; and that are viable and sustainable. We understand that this remains a stressful and trying situation, and we ask for your understanding as we seek to make decisions in a timely and well-informed manner.