Chartered Financial Analyst Institute (CFA)
Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst® (CFA®). As a CFA charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry.
The CFA charter gives you expertise and real-world skills in investment analysis. Join more than 190,000 professionals who have been recognized globally for their commitment to ethics and professionalism.
- Membership
- Regular Membership: $299. Investment professionals directly involved in or supporting the investment decision-making process. Regular membership is a prerequisite to earning the CFA charter and CIPM certificate.
- Affiliate Membership: $299. Investment professionals who do not meet the eligibility requirements of regular memberships or do not intend to participate in the CFA program or CIPM program.
Middle East Investment Conference
25-26 February 2024, Riyadh, Saudi Arabia
Thrive: Enhancing Outcomes through Collective Intelligence
5-6 March 2024, Boston, Massachusetts, USA
The National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions.
- Membership
- NAPFA – Registered Financial Advisor: $845
- NAPFA – Associate: $545
- Pathway Member: $249 with a processing fee of $75
- Academic Affiliate: $200
- Student Affiliate: $150
- Certification
- No certifications are available to date.
Large Firm Forum
February 19 – 21, 2024 | JW Marriott Scottsdale Camelback Inn Resort & Spa, Scottsdale, AZ
Spring National Conference
May 8 – 11, 2024 | Omni Fort Worth Hotel, Fort Worth, TX
Fall National Conference
October 30 – November 2, 2024 | Omni Nashville Hotel, Nashville, TN
