Associate Member

Associate Membership - Launches on 1 June 2026

On 1 June 2026, CFA Institute and CFA Society Hong Kong introduced a new non-voting membership class, Associate Membership, to broaden access to the CFA community while upholding the highest standards of ethics and professionalism.

 
At CFA Society Hong Kong, Associate Membership is already available, and this global framework strengthens a clear and credible pathway for individuals who wish to engage with the profession.  Associate Membership is open to earlier-career professionals, CFA Institute Certificate holders, and experienced industry practitioners who value ethical leadership and wish to deepen their connection with the CFA community.

Why Join? (Flyer) (Benefit flyer)

  • Connect with Society’s Local Community and Networking Opportunities
  • Access to Continuing Education and Thought Leadership Insights
  • Early Exposure to Diverse Career Pathways

Requirements

General Requirements:

  • Current or past participation in a CFA Institute education program (CFA® Program, CIPM® Program, or any Certificate) 

    Agreement to the Code of Ethics and Professional Conduct Statement. 

Exam Requirements:

  • Not applicable.

Note:

Associate Members must adhere to all applicable rules and regulations, including the Society’s Articles of Association, the Society Code & Standards, and other rules relating to professional conduct.

CFA Designation Usage

Not eligible.

Voting Rights

Not eligible.

Membership Fees (365 days from the date of joining or renewal)

Options:

CFA Institute & CFA Society Hong Kong (USD269 / year)

CFA Society Hong Kong (USD120 / year)

CFA Institute Only (USD149 / year)

How to Apply

Join CFA Society Hong Kong today via the CFA Institute website here! Or express your interest to the new Associate membership by sharing your details with us here.  

Remarks

  1. In line with our transition to the new global membership structure, the Local Associate Membership category is scheduled to be fully retired from FY2028 onwards.  Current local associate membership will NOT be available for the FY2028 membership cycle (1 Jul 2027 - 30 Jun 2028) renewal and application. 
  2. When you are eligible, you can move from Associate membership to Regular membership.  Please note that membership dues are non-transferable.  We do not prorate when you change your membership type, including changes made within the same membership year.