Membership Requirements
Sponsor Requirements:
It might be simple enough just to state
- CFA Institute regular member and supervisor (one of whom must be a member of the Milwaukee Society)
OR
- Two CFA Institute regular members (one of whom must be a member of the Milwaukee Society)
The supervisor requirement is waived if the applicant is the principal of the firm, a student, retired, self-employed, unemployed, or if providing a supervisor sponsor places the applicant in a difficult professional position. If you have any questions please contact us.
Dues:
Annual membership dues are $50 for Regular or Affiliate members
and $15 for retired members.
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