Membership Click here  to begin the application process.  This links to the CFA Institute where the application process is conducted on behalf of the local societies. Benefits of Houston Society Membership   Includes tickets for 20 + luncheons and special meetings held annually Network with peers in the industry Be part of an effectual and common voice to develop and protect the interests of the profession Stay abreast of trends that affect the industry in your market Take advantage of local professional development opportunities Socialize with industry insiders Take advantage of discounts to dynamic and educational local programs Access additional resources, such as job announcements and newsletters   Types of Membership and Requirements - there are 3 types Affiliate                   Dues:  $275 for CFAI & $180 for CFAH annually Requirements for Affiliate membership include a bachelor's degree from an accredited institution or have equivalent education or work experience, and one year of acceptable work experience. Acceptable work experience is defined as a professional position within the financial services industry. Learn more regarding work experience requirements. Please note that the twelve months of acceptable work experience required for Affiliate Society membership are not as stringent as that required for the ultimate award of the CFA Charter. Regular                  Dues:  $275 for CFAI & $180 for CFAH annually Rquirements are as listed on the CFA Institute link here. Retired  - Affiliate and Regular                 Dues $100 for CFAI & $85 for CFAH annually Already a member of CFA Instutute but would like to join a local Society? Click here for the relevant information and process.  Click here for more information on membership types as defined by CFA Institute. Click here for a link to the relevant CFAI Institute pages to begin the application process.   Need a Sponsor? Click here for a direct link to the relevant CFA Institute member sponsorship web page.  If you do not know any CFAH members, there are people who have volunteered to serve as sponsors. Click here  for a list of potential Houston sponsors that can be contacted. Please do not contact potential sponsors until after you have begun the online apllication process, and have received and email from CFA Institute that you will them forward to the relevant sponsors. This simplifies the process and prevents any unforeseen delays. Already a Member?  Find out how to manage your membership by accessing www.cfainstitute.org, log in and then click on the "MY CFA" tab. Access "Manage Account", then "Member Status", and you can access the links for adding/dropping Societies, upgrading your membership, changing to Retired status, and reactivating a membership.  Membership year runs July 1st through June 30th.  Dues notices will be sent out starting in May each year.

 

Purchases made through this Amazon link will benefit the CFAH Scholarship Fund!