We are excited to announce that the CFA Society Boston upgraded website is now live! We hope you find the site easier to navigate, search, and engage with. The upgraded site also streamlines processes for our members.

CFA Society Boston Regular, Affiliate and Candidate membership record data will now automatically be synched with the corresponding individual's CFA Institute membership record. What does this mean for our members that are part of CFA Society Boston and CFA Institute? Now you only need to update your contact information in one place- at CFA Institute. Please note, the following information will be updated in your CFA Society Boston member record from CFA Institute:

  • Personal Information
    • Full Name
    • Primary Email Address (We are no longer able to change your CFA Society Boston preferred email address to differ from your CFA Institute primary email address.)
  • Employment Information:
    • Employment Status
    • Additional Professional Information including Employer Type, Employer Type Other, Job Title, Occupation, Primary Type of Assets Managed / Clients Served and Primary Investment Focus
  • Mailing Address


All CFA Society Boston member logins will remain the same. If you would like to change your login you may do so in your CFA Society Boston account online here.

We have improved our communication preference options for all of our members! CFA Society Boston is here to support your career and professional development. To do so we want to provide you with the content you need to succeed. Please update your communications preferences in your CFA Society Boston member profile so that our communications and resources can be tailored to you.

We thank you for your continued support of CFA Society Boston and hope to see you during Member Appreciation Week.