Regular Member
To become a Regular Member of the Society, an individual shall:

1. be a Regular Member of CFA Institute; and
2. fulfill the sponsorship requirements as may be imposed from time to time by the Board of the Society where such requirements are not inconsistent with those established by CFA Institute.

Affiliate Member
To become an Affiliate Member of the society, an individual shall:

1. be accepted as an Affiliate Member of CFA Institute;
2. have one year of Acceptable Professional Work Experience;
3. fulfill such other requirements as the Society may impose consistent with requirements established by CFA Institute; and
4. either
1. be currently enrolled in the CFA Program leading to taking the CFA examinations and being awarded use of the CFA designation; or
2. have passed Level 1 of the CFA Program; or
3. have passed a self-administered standards of professional practice examination in a format established and approved by the CFA Institute Board of Governors.

The dues for joining our local society are set at US$75 per annum. You will also need to pay CFA Institute US$225 per annum for CFA Institute membership. Should you already be a member of CFA New Zealand, you will receive a discount of US$25 for local society membership, which will effectively reduce your society dues to US$50. As CFA Institute’s financial year commences on 1 July, you will not be billed until then.

To earn the Chartered Financial Analyst charter, you must first apply to become a member of both CFA Institute and a CFA Institute Member Society.

• Learn how to join CFA Institute