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
- A bachelor’s degree from an accredited academic institution or equivalent education.
- At least 4,000 hours of acceptable professional work experience, completed in a minimum of 36 months.
- Submit three professional references1.
1 Note: 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-III CFA Exams .
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
- A bachelor’s degree from an accredited academic institution or equivalent education.
- At least 4,000 hours of acceptable professional work experience, completed in a minimum of 36 months.
- Submit three professional references1.
1 Note: 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 examination according to a format established and approved by the Board of governors of CFA Institute.
For the complete requirements, please refer to the CFA Institute website on Membership.
Voting Rights
Eligible to stand for election to our directors of the board.
USD120#
# 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 annum2)
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.
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.
*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 here.
# 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 Note: 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.
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.
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.
