Membership Levels
CFA Charterholders
If you are a CFA Charterholder, you have already met all of the requirements to become a regular member of the CFA Society of Naples. Regular membership is also available to retired Charterholders.
Please email CFA Institute Member Services or call 1-800-247-8132 with your request to join the Naples society as a regular or retired regular member.
Or contact our Membership Chair for more information.
CFA Exam Candidates
If you have passed Level I of the CFA exam, earned a bachelor’s degree, and accrued 48 months of approved work experience, you are eligible to become a regular member of the CFA Society of Naples. Otherwise, you may join as an affiliate member.
Please email CFA Institute Member Services or call 1-800-247-8132 with your request to join the CFA Society of Naples.
Or contact our Membership Chair for more information.
Investment Professionals
While the majority of our society members have earned the CFA designation, you do not need to be a CFA Charterholder to join. Our organization includes many professionals with accounting, legal, and wealth management backgrounds.
Investment professionals may join the society as Affiliate members. Affiliate members receive the same benefits as Regular members, including discounted pricing at Society events, but they do not have voting rights at the annual business meeting.
Contact our Membership Chair for more information.
Students / Individual Investors
Our mission statement stresses the importance of providing high quality investment education to the local community. We invite students and individual investors to join the society as affiliate members, in hopes that they may benefit from educational and networking events that are hosted throughout the year.
Affiliate members receive the same benefits as Regular members, including discounted pricing at Society events, but they do not have voting rights at the annual business meeting.
If you are a university student and are interested in joining the CFA Society of Naples, please complete the student application form and send it to our Membership Chair.
Contact our Membership Chair for more information.