Frequently Asked Questions on Membership Renewal

CFA charterholders, you must renew your membership to maintain your CFA designation every year. As a member of CFA Institute, you embody the highest standards of practice and competence, advance the profile of your firm and professional networks, and demonstrate your commitment to champion professionalism on behalf of investors globally. The membership year runs from 1 July to 30 June.

Please send your inquiry to [email protected], and we will respond to your inquiry as soon as possible.

To help us better assist you, please include your full name and CFA Institute ID number with your message.

 

Login into your CFA account and click “Manage your membership” to start. You can click “Add a new society” or “Replace/Remove” and complete all the required fields to proceed. After clicking “Add a new society” or “Replace society”, the page refreshes. The new society is added/replaced society is removed and the new society replaces it. Please note that society dues are non-transferable and non-refundable.

Prorated membership dues are only applicable for individuals who join for the first time. Current / lapsed members are charged full dues for the member year in which they renew. Society dues will vary by society, please check with your local society before paying the dues. Please note that society dues are non-transferable and non-refundable.

 

Yes. Our membership year runs from 1 July to 30 June. Your initial dues will be prorated based on the month you join; click here for details. Renewal payments are due by 15 July, and the first renewal notice is sent in May.

 

Yes. The Global Customer Service Team in Charlottesville, VA, offers 24-hour telephone support Sunday 5:00 a.m. to Friday 5:00 p.m., Eastern Time (ET). (See what time it is in Charlottesville right now.) To speak with a customer service representative, call the toll-free numbers listed for your country or region.

We occasionally close during normal hours for holidays. Please refer to the CFA Institute holiday schedule (PDF). We look forward to serving you as soon as we reopen, typically at 5:00 a.m. (ET) the following business day.