Join BSAS and/or CFA Institute

Membership Type Work Experience Requirements CFA Program Application

Regular Membership (Membership to CFA Institute and BSAS)

  1. 4 years of work experience in the
    investment decision-making process.

Passed CFA Level I

Apply

Affiliate Membership (Membership to CFA Institute and BSAS)

  1. 1 year of work experience in the
    investment decision-making process.


    OR

  2. be a teacher or research fellow in the field of financial or economic analysis at a college or university


    OR

  3. be regularly employed for at least 3 years in a field closely allied to financial analysis and, in the opinion of the BSAS Board of Directors, make a contribution to the programs and work of BSAS


    OR

  4. have 3 years of work experience in financial analysis

Enrollment in CFA program with the intention of taking CFA Level I

N/A

 

 

N/A

 

 

 

N/A

Apply

Adjunct Membership (Membership to BSAS only)

  1. hold a position in the profession of investment management or in a related field

N/A

Apply

Student Membership (Membership to BSAS only)

  1. an undergraduate student, in your junior or senior year enrolled full-time in a university/college, pursuing a bachelor's degree in business or finance, or related field,

    OR

  2. a graduate student, enrolled full or part-time, pursuing an MBA or a master's degree in a business-related major.

N/A

Apply

Email BSAS with more questions about membership.