What is the difference between Regular and Affiliate membership?

Only Regular members can vote in CFAS elections and sponsor new applicants.  All other services and benefits provided by the CFAS apply equally to both Regular and Affiliate members. 

Does the CFAS have retired member status?

Yes.  To become a retired member, you need to:

a) Have been a regular or affiliate member of the CFA Institute for at least 5 years;

b) Be no longer substantially engaged in professional practice of financial analysis, investment management, securities analysis or similar profession for compensation; and

c) Complete an application and submit this to the CFA Institute.

Retired members have access to all the benefits and services of the CFAS and are charged the same annual dues as Regular and Affiliate members. 

I am a member of the CFA Institute, does that mean I'm automatically a member of the CFAS as well?

No.  Even though you apply for membership of the CFA Institute and CFAS on the same form, your application for membership of the CFAS is considered separately.  If you move to Sydney, you will need to change your society membership to become a member of the CFAS. 

I am an Affiliate member and I’ve now obtained sufficient work experience to become a Regular member.  How do I upgrade my membership?

Please note your membership is not automatically upgraded.  You need to notify the CFA Institute of your updated work experience.  If the CFA Institute already has details of your experience on file (eg you are still in the same job as when you originally applied for membership), you can simply email Candidate and Member services cmservices@cfainstitute.org with your updated information or upgrade through your account with CFA Institute.

Please see the CFA Institute’s website for more information.