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Regular Members
- Hold a bachelor's degree from an accredited academic institution or have equivalent education or work experience.
- Have attained one or more of the following:
- Be a CFA charterholder
- Be a former IIMR Fellow or Associate, qualified by examination
- Passed Level I of the CFA exam or such other appropriate examination as approved by the CFA Institute board of Governors and have three years of acceptable professional work experience.
- Passed the CFA Institute self-administered Standards of Professional Practice examination and have four years of acceptable professional work experience.
- Be engaged in acceptable professional work at the time of application.
- Agree to adhere to (and sign) the Member's Agreement and Professional Conduct Statement, and any additional documentation requested by the CFA Institute.
How to Apply
To become a Regular or Affiliate Member of CFA UK, you need to be sponsored by your supervisor and an existing member of CFA UK holding either the CFA or the ASIP/FSIP designation and to become a member of the CFA Institute.
Details of the CFA Institute membership requirements may be found by clicking here.
Copies of the application and sponsorship forms for Regular and Affiliate membership may be downloaded from the CFA Institute website from the same address. Please contact CFA UK if you do not know an existing member who can sponsor you and we will arrange for a member of the Membership Committee to act as your sponsor.
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