Member Benefits

Local Society Membership

Managing trillions of dollars of wealth on behalf of investors around the world comes with great responsibility and duty. Our members are continually faced with tough questions that demand smart insights and answers.


By pursuing professional knowledge, placing clients interests above their own, and leading with honesty and transparency, they drive confidence in the investment management profession and in turn benefit society as a whole.

Member Benefits

  • Dive into a diverse calendar of events: Dive into a diverse calendar of events: We are listening to you and adding new event formats and hosting more events throughout the Metroplex.
  • Sharpen your skills: Sharpen your skills: Our educational programs give you the opportunity to learn from and interact with industry experts for the most up to date industry insights.
  • Exclusive networking opportunities:  These networking events allow you to create connections and help build a supportive community.
  • Member exclusive events: As a member you'll have access to special events that only our membership gets invited to.
  • Access to program recordings: We know life can get busy, so you'll have access to recordings to watch at your own pace.
  • Discounted tickets: Each member gets two $40 discount tickets to any CFA Society Dallas/Fort Worth event throughout the membership year (July 1 - June 30).

              

Which Type is Right for You?
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Regular Membership 
Cost - $150/per Year for CFA Charterholders
Requirements:

  • CFA Institute Regular Membership
  • Passing score for Level I CFA Exam, CIPM Program Level II Exam, RBA Netherlands Exam, or self-administered Standards of Practice Exam
  • Bachelor’s Degree or equivalent education/work experience
  • At least 4,000 hours of work experience completed in a minimum of 36 months
  • 2 Professional References (if at least one is from a CFA Charterholder) or 3 Professional References
  • Note: Only regular members have board voting rights

     

Affiliate Membership 
Cost - $150/per Year for Emerging Professionals
Requirements:

  • CFA Institute Affiliate Membership
  • Sign Professional Conduct Statement
  • An active candidate for Level I of the CFA exam OR Pass the Standards of Practice Exam OR Interests are closely aligned to the objectives of CFA Institute & CFADFW
  • 2 Professional References (if at least one is from a CFA Charterholder) or 3 Professional References 
  • Bachelor's degree or equivalent education/work experience
  • At least 4,000 hours of work experience completed in a minimum of 12 months

     

Professional Leave Membership 
Cost - $100/per Year for Inactive Professionals
Requirements

  • CFA Institute Professional Leave Membership
  • Not Currently Active in Industry
  • Request Retired Status on CFA Institute's website

    

Join or Renew Now

Student Membership

Cost - $35/per Year for Enrolled College Students
The CFA Society of Dallas/Fort Worth offers interested full-time undergraduate and graduate level students the chance to become student members of the local society.
 
Membership Perks

  • Access to the CFA/DFW website which includes job postings
  • Ability to attend many of the Dallas and Ft. Worth programs & networking events at a discounted rate (special events, like the Forecast Dinner, can be attended at a regular price)
  • Receive CFA-DFW newsletters & event notification

How to Apply

  • Complete the Student Member Application
  • Copy of Student ID
  • Signature from One of Your Professors
  • $35 Annual Membership Dues for Fiscal Year (ex. July 2022 to June 2023)

Apply Now