Membership with CFA Society Colorado

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Why Join CFA Society Colorado?

CFA Society Colorado is your local gateway to the global CFA network. Membership connects you with peers, elevates your professional voice, and enhances your career through learning and leadership opportunities. As a member, you’ll gain access to resources and experiences that strengthen both your expertise and your influence within the investment profession.

Member Benefits

  • Expand Your Network: Build meaningful relationships with investment professionals and industry leaders across Colorado.
  • Professional Voice & Advocacy: Join a collective voice working to advance and protect the interests of the investment profession locally and globally.
  • Stay Informed: Access timely insights on industry trends and market developments.
  • Grow Professionally: Participate in local professional development programs, including CE opportunities, speaker events, and workshops.
  • Exclusive Discounts: Save on registration fees for CFA Society Colorado’s premier programs, conferences, and social events.
  • Community & Connection: Engage in member socials, volunteer opportunities, and leadership pathways that strengthen your career and community impact. 

Membership Options

We offer flexible membership levels to match where you are in your professional journey:

  • Regular Member – Fully qualified professionals. Requires membership in both CFA Institute and CFA Society Colorado.
  • Affiliate Member – Investment professionals who do not meet the work experience requirements for Regular membership. Requires membership in both CFA Institute and CFA Society Colorado.
  • Local Member – Professionals who wish to engage with CFA Society Colorado without CFA Institute membership.
  • Candidate Member – Active CFA Program candidates who want to connect locally while pursuing their charter. Membership in CFA Society Colorado only.
  • Student Member – Full-time students pursuing careers in investment management. Membership in CFA Society Colorado only.

 

Membership Requirements

  • Regular & Affiliate Members: Require relevant work experience and professional references, as defined by CFA Institute guidelines.
  • Local, Candidate, and Student Members: Open to professionals and students interested in the field, with requirements tailored to each category.

 

Take the Next Step

Whether you are a Charterholder, candidate, or student, CFA Society Colorado offers a community where you can learn, connect, and grow.

 

Apply for Regular or Affiliate Membership
Apply for Local, Candidate or Student Membership