Affiliate Member

Requirements

General Requirements:

  • A CFA Institute member*.

*For Regular and Affiliate Members, the applicants must also apply to be members of CFA Institute. They have to pay the Annual Dues of both CFA Institute and CFA Society Hong Kong. For the Annual Dues of CFA Institute, please refer to the information posted on CFA Institute’s website at https://www.cfainstitute.org/en/membership/join

  • At least one year of professional work experience1.

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.

  • Submit three professional references2.

2 Three professional references are required unless you have a reference from a regular member of the Society to which you are applying.  In that case, two professional references are required.  Supervisor references are preferred.

When selecting your references, please note that they will be required to comment on your work experience and professional character.  Select individuals who can attest your responsibilities related to the investment decision-making process.  Your references will receive instructions for completing the process. 

 

Your references will receive emailed instructions for completing the process.  Your application cannot be submitted until the required reference statements have been returned.

 

Exam Requirements:

  • Passed the Level I CFA Exam or a self-administered ethics exam according to a format established and approved by the Board of governors of CFA Institute.
Note: No person shall become a Member of the Society unless he/she has signed the Member’s agreement, the Member’s Professional Conduct Statement and any additional documentation requested by CFA Institute, which attest, amongst other things, that the Member has carefully read the Code of Ethics and Standards of Professional Conduct and has agreed to abide by the Code and Standards and has disclosed fully any prior violation and pending regulatory or other proceedings relating to his/her conduct.

CFA Designation Usage

Not eligible.

Voting Rights

Not eligible.

Membership Fees (The fiscal year of CFA Society Hong Kong runs from 1 July to 30 June)

HK$120#

# Pro-rate dues apply for NEW members (CFA Institute collects it on behalf of CFA Society Hong Kong, please pay it at your own account page of the CFA Institute's website). Membership fees paid are non-refundable and non-transferable. 

 (per annum3)

3 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.

Waived for members aged 70 or above.4

4 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 CFA Society Hong Kong 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong.

How to Apply

Apply via the website of CFA Institute.

*For Regular and Affiliate Members, the applicants must also apply to be members of CFA Institute. They have to pay the Annual Dues of both CFA Institute and CFA Society Hong Kong. For the Annual Dues of CFA Institute, please refer to the information posted on CFA Institute’s website at https://www.cfainstitute.org/en/membership/join

# Pro-rate dues apply for NEW members (CFA Institute collects it on behalf of CFA Society Hong Kong, please pay it at your own account page of the CFA Institute’s website). 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 Three professional references are required unless you have a reference from a regular member of the Society to which you are applying.  In that case, two professional references are required.  Supervisor references are preferred.

When selecting your references, please note that they will be required to comment on your work experience and professional character.  Select individuals who can attest your responsibilities related to the investment decision-making process.  Your references will receive instructions for completing the process.

Your references will receive emailed instructions for completing the process.  Your application cannot be submitted until the required reference statements have been returned.

3 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.

4 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.