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Join the CFA Society of the UK

Supporting you at every stage of your career

CFA Candidate membership

a great way to support my studies and network with people in the same position.

The leading network for investment professionals


Candidate membership Exclusive benefits

As a member of the CFA Society of the UK, you join over 9,500 like-minded people who recognise and share your professional values.

Membership benefits include


Discounts on study materials

As a candidate in the CFA Program, you are demonstrating your commitment to your career development. CFA UK is here to support you at every stage. Candidate membership is especially tailored for individuals working through the CFA Program. Our aim is to help you through your studies and early career steps with practical advice.

CFA Surgeries Discounts on study programmes led by leading training providers Access to study groups Briefings from CFA trainers and industry specialists Discounted entry to conferences, lectures and other events Webcasts of past study sessions and events Discounts on mock exam papers Availability of scholarships Subscription to the quarterly magazine Professional Investor Access to free social and networking events

Candidate membership is designed to offer you support and networking opportunities. It enables you to meet with CFA specialists, industry experts and your fellow candidates, both professionally and socially.

Supporting the next generation of investment professionals


Your time is precious. CFA UK recognises that completing the CFA Program requires determination and commitment. There are no short-cuts. Nothing can replace the rigorous study required by the CFA curriculum. Our aim is to provide you with the support you need to become a CFA charterholder.

The benefits of CFA UK Candidate membership


CFA Surgeries Led by CFA trainers, these interactive sessions break down complex areas of the syllabus. They are an open forum for questions and help you reslove any problem areas. Watch them online when you cant attend.

Practice examination papers Taking a complete mock exam can improve your confidence, highlight gaps in your knowledge and focus your revision by illustrating the time pressures of the exam. Scholarships 18 scholarships are available each year to help cover examination costs, registration fees and study materials. Continuing education events More than 90 events each year give you the opportunity to meet and learn from experienced investment industry practitioners. Networking at these events can help you build a successful career. Professional Investor This quarterly magazine is an excellent supplement to your studies, giving you access to up-to-date industry practices and thought-leadership from leading CFA UK members.

CFA briefings These sessions, run by leading trainers, provide you with information on how to approach your studies. They will help you manage both your time and revision programme to aid your exam preparation. Discounted training Take advantage of independent training programmes. Membership offers you access to a variety of tuition options at an exclusive price. Study materials As a Candidate member, you have access to substantial discounts on high-quality study resources. Study groups Studying alone can be difficult. CFA UK can put you in touch with fellow candidates allowing you to compare notes, support and motivate each other.

Member benefits

Any questions about the CFA curriculum? Dont suffer alone join a study group

CFA Surgeries give you the opportunity to talk directly to CFA trainers. You can ask your own questions on topic areas and work through specific problems. Tackle difficult subject areas, find out where other candidates go wrong and learn more about common mistakes. You can also share study notes with other candidates, pick up advice on how to make the most of your revision time, and learn exam day strategies and tips to help you pass. CFA Surgeries and Surgery webcasts are free for members.

Study options at exclusive discounted rates Careers events Network with 9,500 peers

The leading CFA training providers 7City, BPP, Kaplan and Quartic grant generous discounts on their first-class training programmes to CFA UK members.

Stalla offers discounts to CFA UK members on their highly-reputed distancelearning study materials. Savings on these study options are usually greater than the cost of membership!

Study groups are a very popular and established CFA study technique.

By meeting regularly with other CFA candidates, members can share knowledge, compare notes, brainstorm problems, receive the right support and motivate each other.

Each year, the society runs around 20 careers events. These events are designed to help you with elements of your career development: find out what current recruiters are looking for, how to stand out from the crowd, or simply gain an insight on what it is like to work in a specific part of the industry.

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The chance to hear upto-date views from leading investment practitioners has made me think again about my own opportunities.
Method of payment:

CFA Candidate membership application form


Membership form
The CFA UK support programme has proven to be a very useful resource I would definitely recommend the revision Surgeries and the practice exam these resources have played a big part in identifying my strengths and weaknesses, enabling me to focus on specific areas.
CFA Institute number: ______________________

CFA UK, 2nd floor, 135 Cannon Street, London EC4N 5BP Tel: 020 7280 9620 Fax: 020 7280 9636 Email: membership@cfauk.org
Name: _______________________________________________________________________ Address: _____________________________________________________________________ __________________________________________________________________________ Telephone number: _____________________________________________________________ Email address: _________________________________________________________________

To register for Candidate membership of CFA UK you must be enrolled on the CFA Program. The easiest way to become a member is to visit our website www.cfauk.org and click on Join. Alternatively, complete this application form and return it to CFA UK. Candidate membership is only 100* for a year, offering CFA Program students exceptional value for money.

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Card number / Cardholder name: ___________________________________________________ Signature: ____________________________________________________________________

Start date: ______________ Expiry date: ______________ Security number: ______________

Billing address: ________________________________________________________________

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Supporting you for the rest of your career

Your chance to join the leading network of investment professionals


Your own hard work is the only thing that can guarantee your success through the CFA Program. Candidate membership provides you with the support and guidance that you need. Receive regular updates on issues, developments and events.

CFA UKs continuing education events help members stay up-to-date and enhance their professional opportunities. As a member, you are entitled to attend CFA UKs various events at a discounted rate. You are also eligible to receive discounts on other programmes offered by leading training providers.

the exams are tough, the course work and revision are even tougher its good to revise in a group. We motivated each other and the study groups were a great help.

I knew staying the course was going to be difficult. Becoming a CFA UK Candidate member meant that there were people like me who I could talk to with the same problems.

Access networking opportunities to meet your peers and like-minded industry professionals.

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