Agree to and sign the Member's Agreement and Professional Conduct Statement.
• Fulfill society requirements, which vary by society.
• All societies require two sponsor statements as part of each application which are submitted online by your sponsors.
  

To qualify as a regular member of CFA Institute and a local society, you must:

• Hold a bachelor's degree from an accredited institution or have equivalent education or work experience.
  Pass Level I of the CFA exam or pass the self-administered Standards of Practice Examination. Have 48 months of acceptable professional work experience in investment decision making. Fulfill society requirements, which vary by society (find a society). Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.
• Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute.
  

If you are an affiliate member and meet the requirements stated above, you must update the appropriate information in your account and submit an online membership upgrade application.

To become a CFA charterholder you must be a regular member and pass the CFA Program Level I, Level II, and Level III exams. Once you become a charterholder you must comply with our requirements to maintain your status.