Membership


The type of member you become depends on your qualifications. CFA Charterholders and CFA exam candidates who have passed the Level I exam should consider becoming regular Society members. Other investment professionals, students, and the public are eligible to join as affiliate members.

Affiliate members receive the same benefits as Regular members, including discounted pricing at Society events, but they do not have voting rights at the annual business meeting.

Consult the menu on the right to determine which membership type is appropriate for you or to manage your local Society membership.

Membership Levels

CFA Charterholders

If you are a CFA Charterholder, you have already met all of the requirements to become a regular member of the CFA Society of Naples.

Regular membership is also available to retired Charterholders.

Please email CFA Institute Member Services or call 1-800-247-8132 with your request to join the Naples society as a regular or retired regular member.

Or contact our Membership Chair for more information.

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CFA Exam Candidates

If you have passed Level I of the CFA exam, earned a bachelor’s degree, and accrued 48 months of approved work experience, you are eligible to become a regular member of the CFA Society of Naples. Otherwise, you may join as an affiliate member.

Please email CFA Institute Member Services or call 1-800-247-8132 with your request to join the CFA Society of Naples.

Or contact our Membership Chair for more information.

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Investment Professionals

While the majority of our society members have earned the CFA designation, you do not need to be a CFA Charterholder to join. Our organization includes many professionals with accounting, legal, and wealth management backgrounds.

Investment professionals may join the society as Affiliate members. Affiliate members receive the same benefits as Regular members, including discounted pricing at Society events, but they do not have voting rights at the annual business meeting.

Contact our Membership Chair for more information.

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Students / Individual Investors

Our mission statement stresses the importance of providing high quality investment education to the local community. We invite students and individual investors to join the society as affiliate members, in hopes that they may benefit from educational and networking events that are hosted throughout the year.

Affiliate members receive the same benefits as Regular members, including discounted pricing at Society events, but they do not have voting rights at the annual business meeting.

Contact our Membership Chair for more information.

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Member Services

Change Your Local Society

Have you recently moved into the Southwest Florida area?

To change your local society membership to Naples, please email CFA Institute Member Services or call 1-800-247-8132 with your request to change your society membership. Or contact our Membership Chair for more information.

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Add An Additional Society Membership

Many of our members decide to join multiple socities, often times because they split their time between Florida and an office in a second state.

Please email CFA Institute Member Services or call 1-800-247-8132 with your request to add the Naples society as an additional society membership. Or contact our Membership Chair for more information.

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