OVERVIEW
The CFA Society North Carolina is open to professionals in the field of finance and investment management. Membership provides the knowledge, recognition, and industry network that finance and 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 finance and investment management professionals.
MEMBER BENEFITS
NETWORKING & COMMUNITY
- More than 1,400 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
Local CFA Society North Carolina only.
