The CFA Montréal advantage

Experience the synergy of an outstanding association, the 10th largest of 160 CFA societies worldwide. CFA Montréal is a major player in Montreal’s booming financial ecosystem and is well-known by the largest employers in the financial and investment sectors.

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Ethics & standards

Many good reasons to become a member

  • Gain access to job opportunities.
  • Connect with innovation, trends and promising practices.
  • Participate in events, prestigious conferences, training and activities that help your career development.
  • Benefit from support and services adapted to professionals and CFA candidates.
  • Develop your business network within a proactive, strong, committed community.
  • Take advantage of exclusive preferential rates on products and services.

Membership categories

Depending on your situation, several membership categories are available. Choose the one that's right for you and join CFA Montreal and CFA Institute!

Regular membership

This membership is mainly for CFA charterholders and candidates who have passed the level I exam, provided they have the required years of experience. Regular members are the only ones entitled to vote.

Eligibility

  • Successful completion of the level I CFA® exam or a self-administered standards of professional practice examination
  • A bachelor's degree from a recognized institution or comparable training/work experience
  • Four years of relevant experience in financial analysis
  • provide 2-3 references, see which ones here.

Membership fee :
409 $ US (299 $ US - CFA Institute and 122.40 $ US - CFA Montréal)

You must submit your application to the CFA Institute and specify in your profile that you also wish to be a member of CFA Montréal.

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Local membership

This membership is for finance professionals who do not intend to participate in the CFA program and do not qualify as regular members. This membership allows you to be part of our network and participate in our activities.

Eligibility

  • Holds a bachelor's degree from a recognized institution or equivalent training/work experience
  • Currently or previously employed in a field related to financial analysis and securities or capital markets*
  • Sponsored by a regular member
  • Has signed the CFA Institute Code of Ethics & Standards of Professional Conduct Statement

* The following fields are considered relevant: investment, corporate finance, financial planning, actuarial services, treasury services, securities brokerage, arbitration, accounting, business or securities law, finance education, economic analysis, research and analysis, journalism, consulting, business valuation, regulation, specialized services for finance.

The membership period is currently closed for the current year. Registration will reopen on July 1, 2026.

Membership fee :
137.70 $ CAD (CFA Montréal)

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CFA® designation holder

(Charterholder)
Investment professionals who have earned the CFA charter.
  • Benefits
  • Preferred pricing for programming and networking activities
  • Free access to webinars
  • Priority registration for selected events
  • Access to job postings
  • Access to all volunteer opportunities (including Board and Strategic Committees)
  • Access to the Mentorship Program
  • Invitation to the CFA Charterholder Graduation Cocktail
  • Centralized PL credit management
  • Voting rights
  • Requirements
  • Passed all three levels of the CFA Program
  • At least 4,000 hours of relevant work experience over 36+ months
  • Professional references
  • Annual Dues
  • CFA Institute: 299.00 USD
  • CFA Montreal: 124.85 USD
  • Other Requirements
  • Agree to abide and sign the Member's Agreement and the Professional Conduct Statement.
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Professional

(Professional)
Seasoned investment professionals.
  • Benefits
  • Preferred pricing for programming and networking activities
  • Free access to webinars
  • Priority registration for selected events
  • Access to job postings
  • Access to all volunteer opportunities
  • Voting rights
  • Requirements
  • Bachelor’s degree or equivalent education/work experience
  • Receive a passing score for either the Level I CFA Program exam, Level II CIPM® exam, RBA Netherlands exam, the self-administered Standards of Practice exam or an ASIP holder.
  • At least 4,000 hours of relevant work experience over 36+ months
  • Professional references
  • Annual Dues
  • CFA Institute: 299.00 USD
  • CFA Montreal: 124.85 USD
  • Other Requirements
  • Agree to abide and sign the Member's Agreement and the Professional Conduct Statement.
I JOIN

Associate

(Associate)
CFA® Program candidates and early-career professionals.
  • Benefits
  • Preferred pricing for programming and networking activities
  • Free access to webinars
  • Priority registration for selected events
  • Access to job postings
  • Access to all volunteer opportunities
  • Requirements
  • Current or past participant in a CFA Institute educational program
  • Complete ethics education requirement or qualify for an exemption. (Candidates enrolled or previously enrolled in the CFA Program or CIPM Program are exempt).
  • Annual Dues
  • CFA Institute: 149.00 USD
  • CFA Montreal: 124.85 USD
  • Other Requirements
  • Agree to abide and sign the Member's Agreement and the Professional Conduct Statement.
I JOIN

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