Membership Responsibilities

Membership Responsibilities

Membership in CFA Institute and in the Italian CFA Society require certain responsibilities. To remain members in good standing, all Members must adhere to the Rules and Regulations of CFA Institute, which include the CFA Institute Bylaws, Code of Ethics and Standards of Professional Conduct, and Rules of Procedure for Proceedings Related to Professional Conduct as they may be amended from time to time. The Rules and Regulations can be found on the CFA Institute website at www.cfainstitute.org.

All CFA Institute members in good standing are required to:
• Be subject to the disciplinary jurisdiction and sanctions of CFA Institute;
• Cooperate with CFA Institute investigations and disciplinary proceedings relating to their professional conduct;
• Annually file a Professional Conduct Statement; and
• Annually pay membership dues.

Individuals who fail to adhere to these requirements will be inactivated or suspended from membership and lose their rights and privileges of being a CFA Institute member. Charterholder Members who fail to adhere to these requirements lose their right to use the CFA designation and are prohibited from identifying themselves as Charterholders on brochures, letterhead, business cards, and other materials.

Reinstatements

If you were previously a member, but your membership has lapsed, you may reinstate your membership by completing a reinstate form (PDF).