CFA Society Hong Kong membership demonstrates your commitment to professional excellence, honoring you as an authoritative and actively engaged investment professional in Hong Kong.
As a member, you can connect with our local and global network of qualified investment professionals, attend educational and networking events, access our wide range of career resources, earn and track CPT hours, and contribute to the investment community as a volunteer.
We have four membership categories, tailored to suit your experience and professional needs.
Regular membership is suitable for investment professionals who are directly involved in or supporting the investment decision-making process.
Affiliate membership is suitable for investment professionals who do not meet the eligibility requirements of regular memberships but participate in the CFA Program or a self-administered ethics exam.
Associate membership is suitable for investment professionals who do not intend to participate in the CFA Program but have required work experience related to financial investment process.
Student associate is suitable for Hong Kong / Macau based candidates who are currently studying at the Universities of Hong Kong and Macau.
Types, Requirements and Fees at a Glance*
|Regular Member||Affiliate Member||Associate Member||Student Associate|
|CFA Institute Membership||Required||Required||Required||n/a||n/a|
|Education Qualification||A bachelor’s degree from an accredited academic institution or equivalent education.||n/a||A bachelor’s degree from an accredited academic institution or equivalent education.||Must be full time students of one of the universities in Hong Kong or Macau.|
|Working Experience||At least 4,000 hours of acceptable professional work experience, completed in a minimum of 36 months.||At least one year of professional work experience related to financial investment processes.
||At least one year of professional work experience related to financial investment processes.
|Exam Requirements||Passed the CFA Exam Level I-III.||Passed the CFA Exam Level I or a self-administered ethics exam according to a format established and approved by the Board of governors of CFA Institute.||Passed the CFA Examination Level I or a self-administered ethics examination according to a format established and approved by the Board of governors of CFA Institute.||n/a||n/a|
|Is a CFA Charterholder||Eligible||Not eligible||n/a||n/a||n/a|
|Membership Fees (Per Annum)||US$120, pro-rated dues apply for NEW members.||HK$930, pro-rated dues apply for NEW members.||
HK$300, no pro-rated dues / waiver for NEW members.
*For detailed information, please refer to the corresponding membership type page.