Introducing Associate Membership - Coming Soon CFA Institute, together with CFA Society Hong Kong, will soon formally introduce Associate Membership, a new non-voting membership class that broadens access to the CFA community while upholding the highest standards of ethics and professionalism.
Stay tuned for further updates from the Society regarding eligibility requirements for the new membership class.
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.
What Associate Membership is (and what it is not):
Requirements
General Requirements:
A bachelor’s degree from an accredited academic institution or equivalent education.
At least one year of professional work experience1.
1The work experience must be related to financial investment process. The individual is expected to contribute to the financial analysis of company, securities analysis, portfolio analysis, investment management, industry as well as economic analysis. Those who are directly related to the supervision as well as the teaching of the above activities are also qualified for the application.
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.
HK$930#
#For Pro-rate dues for NEW members, please click here . If pay by cheque, it should be made payable to "CFA Society Hong Kong". Please write down your name at the back of the cheque and mail it to CFA Society Hong Kong. If by credit card, please get a payment link from CFA Society Hong Kong at member@cfahk.org. Membership fees paid are non-refundable and non-transferable.
2 For membership reinstatement/re-activation, members are required to pay full year Annual Dues (US$120 for Regular/Affiliate Member, US$60 for Retired Regular/Affiliate Member, HK$930 for Associate Member, HK$300 for Student Associate) no matter at which date of the year they reinstate/re-activate their membership. Membership fees paid are non-refundable and non-transferable.
Waived for members aged 70 or above.3
3 To acknowledge and honour lifelong contributions from our senior members, with effect starting from 1 July 2017, the Society decided to waive the Annual Dues of members aged 70 or above. If you fall into this category, please renew your membership by submitting the Professional Conduct Statement.
How to Apply
Complete the followings and submit to member@cfahk.org or CFA Society Hong Kong 14/F, Bank of Dongguan Tower, 136 Des Voeux Road Central, Hong Kong.
- An Application Form
- A Sponsor Form completed by an CFA Society Hong Kong Regular Member or his/her current employer
- An Ethics Declaration Form
#For Pro-rate dues for NEW members, please click here . If by credit card, please get a payment link from CFA Society Hong Kong at member@cfahk.org. Membership fees paid are non-refundable and non-transferable.
1 The work experience must be related to financial investment process. The individual is expected to contribute to the financial analysis of company, securities analysis, portfolio analysis, investment management, industry as well as economic analysis. Those who are directly related to the supervision as well as the teaching of the above activities are also qualified for the application.
2 For membership reinstatement/re-activation, members are required to pay full year Annual Dues (US$120 for Regular/Affiliate Member, US$60 for Retired Regular/Affiliate Member, HK$930 for Associate Member, HK$300 for Student Associate) no matter at which date of the year they reinstate/re-activate their membership. Membership fees paid are non-refundable and non-transferable.
3 To acknowledge and honour lifelong contributions from our senior members, with effect starting from 1 July 2017, the Society decided to waive the Annual Dues of members aged 70 or above. If you fall into this category, please renew your membership by submitting the Professional Conduct Statement.