What are the categories of membership within CFA Society Boston?
Membership types are Charterholder, Professional, Affiliate, Adjunct, Candidate and Student. Charterholder, Professional, and Affiliate memberships entail membership with CFA Institute and CFA Society Boston, while Adjunct, Candidate and Student memberships are exclusive to CFA Society Boston. 

How do I apply for membership?
Depending on the category of membership, you will either submit an online application with CFA Society Boston or initiate an application online with CFA Institute. Please click here to determine your category eligibility.

Do I need to have my CFA charter to become a CFA Society Boston member?  
No, an individual does not need to have his/her charter in order to apply for membership. Applicants with at least one year of industry work experience can be considered for membership. Click here for our membership requirements.  

I am a recent graduate and am no longer eligible for student membership; do I qualify for another membership type?  
To best determine your eligibility, please review our membership types online here. If you have any additional questions, email CFA Society Boston directly.

I have passed Level III of the CFA Exam, but do not have the required 48 months for my charter, can I still be a member of CFA Society Boston?  
Individuals who have passed Level III are eligible for Candidate membership if exam was taken within 18 months. Affiliate membership is also an appropriate membership category. Once 48 months have been accrued, you can initiate an Upgrade application.

I’ve changed firms/moved, how can I update my contact information to ensure I receive emails from CFA Society Boston?
Login to your Member Profile to change your firm name, mailing or email contact info. This is the best way to keep CFA Society Boston updated with any changes to your information. For CFA Institute members, please use your CFA Institute account login to update your profile with any new information here. 

I’ve forgotten my CFA Society Boston login credentials, how can I retrieve my information?
Click on the “forgot my password” link. You will then be prompted to verify your email address and a link will be sent to you to change your password.

Do I qualify for Professional Leave status?
If you meet the requirements for Professional Leave status through CFA Institute, Click here for more information.

For questions related to Student Membership and CFA Society Boston University-College Partner Program click here.

How long does it take to process my application to CFA Society Boston?
The time between an application being initiated and it being reviewed by the Board may take anywhere from 4-6 weeks, depending on the volume of applicants in the queue.  

When does the Board review applications?
The CFA Society Boston Board will typically review applications during the first seven days of the month.  Approved Applicants will receive an email during the second week of the month. 

How will I be notified of the status of my application after it has been reviewed by the Board?
All applicants for review will receive email notification from CFA Institute. Applicants who miss the Board review cutoff date will be slated for consideration in the next review.  

I’ve been notified of my CFA Society Boston membership approval, what do I do now?  
Congratulations! You’ll receive a welcome email from CFA Society Boston and learn about your next steps to start using your member benefits!

My CFA Society Boston application denotes that it is “awaiting society approval."  What are the next steps?
No further action is required on the part of the applicant. CFA Society Boston is in possession of the application and it will be slated for consideration by the Board.

My CFA Institute Account indicates that I have 30 decision days left, will my application expire if it is not approved by then?
No, an application will not expire if it is reviewed beyond the 30-day period.  

My application’s work experience was rejected, can I reapply?  
Yes. Rejected applicants can initiate another application. Please review the work experience guidelines and work experience sample descriptions before doing so.

My application has been rejected, will I be required to find obtain sponsors again?
No. An applicant’s professional references are not nullified if his/her application is rejected. They are stored and carry over once another application is initiated.  

I’m applying for an Upgrade, do I need to provide/obtain additional sponsors?
No. As a CFA Institute member, your sponsor requirements have already been met and no further references are necessary.

What types of references are required for my application?
To best determine your application requirements, please review our membership options online here. 

How does my professional reference send in his/her form?
An applicant’s professional reference is submitted online. An individual's reference or sponsor will receive an email with instructions on further steps.

How do I renew my CFA Society Boston dues?
Charterholder, Professional and Affiliate members will pay dues for both CFA Institute and CFA  Society Boston via their CFA Institute account, as dues are billed through CFA Institute for these member types.  If you’re unsure if you have an account or cannot recall your login,click here or contact CFA Institute at 800.247.8132.  Adjunct, Candidate and Student members are billed directly through CFA Society Boston.  Dues renewal notices are sent out every June to these member categories.  Any questions regarding your membership status can be directed to Caitlin Basler.

I’ve paid my annual dues, but I’ve been notified that my membership has “lapsed,” what does this mean?
An annual PCS (Professional Conduct Statement) may not have been submitted, or you may have only paid a portion of your dues.  Verify your total payment to ensure that you’ve paid for BOTH CFA Society Boston and CFA Institute (total of $474).  To make a dues payment or submit your PCS, please login to your CFA Institute account or contact CFA Institute directly at 800.247.8132.

What are CFA Society Boston annual membership dues?
CFA Society Boston annual dues for Charterholder, Professional and Affiliate members are $200. Adjunct Members members pay $200. Student and Candidate members do not pay dues.

How are my CFA Society Boston dues billed?
The CFA Society Boston fiscal year runs from July 1 to June 30. All CFA Society Boston dues renewals are billed prior to July 1 for the upcoming year. They are NOT billed on an anniversary cycle (i.e. member is approved in December and billed for renewal the following December).

My membership has “lapsed” or been inactive for over a year, how do I reactivate?
Please login to your CFA Institute account to review your memberships; you can pay dues and renew for the current/upcoming fiscal year here.

Do Retired status members have different benefits than Charterholder members?
No. Retired status members still enjoy all the benefits of a Charterholder, Professional or Affiliate CFA Society Boston member.