Membership benefits

Exclusive access to knowledge, an enhanced reputation, and a global network – these are just some of the elevating benefits you gain as a CFA Institute member.

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A wealth of member benefits that support you throughout your career

CFA Institute membership provides tangible benefits that support your career growth. Access career and professional learning resources, data, and exclusive content – positioning you for long-term success in your investment career.

Benefits by membership category

	Exclusive benefits	Voting rights on CFA Institute Annual Proxy	Use of the CFA credential
Charterholder Member	Included	Included	Included
Regular Member	Included	Included
Affiliate Member	Included

Exclusive benefits

Elevate your standing in the investment industry with special recognition.

Charterholder Members only

Charterholders may use their CFA and/or CIPM designations with annual membership renewal
Digital milestone badges and certificates when charterholders maintain their professional learning at five-year intervals
Printed CFA Charter for charterholders

Charterholder and Regular members only

Charterholders and regular members are eligible to vote in CFA board elections and on policy referendums

All members

Digital badges to publicize your membership type and accomplishments
CFA Institute members can waive requirements for other financial credentialing products, services, or organizations in 40 countries and regions

Resources to further your career

CFA Institute job board
Post your CV or search targeted job postings

CV Builder
Make sure your CV is constructed for maximum visibility

Executive Skills Training
Tools to increase your communication effectiveness

Member Compensation Survey
Leverage the data for salary negotiations or setting compensation for your team

Stay relevant with complimentary professional development resources

Refresher Readings
Learn about new asset classes, investment strategies and techniques with access to the current CFA program curriculum including the new Private Wealth and Private Markets Pathways

Practical Skills Modules (PSMs)
Training in analyst skills and Python through CFA Institute PSMs.

In Practice articles
Summaries of CFA Institute research provide convenient highlights of complex and lengthy reports

Financial Analysts Journal
Special member access to the digital edition of this highly esteemed quarterly publication

Complimentary data sets from leading providers via the Investment Data Alliance

Morningstar Stocks, Bonds, Bills, and Inflation (SBBI) Dataset

Monthly, quarterly and yearly total returns and yields of most of the major US asset classes

MSCI Indexes

Climate & ESG, Factor, Market Cap, Sectors and Thematic

FactSet Databases

FactSet Global Prices and Corporate Actions, FactSet Fundamentals (Basic) and FactSet Estimates (Basic)

CalcBench Premium Plan

Analyze corporate financial data with access to as filed 10-Ks. 10-Qs and earnings press releases

SmartKarma

Complimentary access to Smartkarma Private Investor Solution

Learn more about the Investment Data Alliance

Expanded learning opportunities with member discounts

CFA Institute learning programs CFA Institute conferences and webinars CRC Press or Routledge academic books

Leverage the CFA Institute global network

Member directory

Meet other charterholders and members through listings in the CFA Institute Member Directory

Access the directory

Volunteer

Give back to the community and expand your network by serving on a committee or helping out with a special project

Join the network

Join a local society

Meet other members in your local market when you add a society membership

Join a local Society

Member-only LinkedIn Group

Participate in discussions, stay on top of new developments and post your achievements