Transfer From Another Society

If you moved to Chicago, you may transfer your current society membership to CFA Chicago.

To transfer your membership, please do one of the following:

  • Email cmservices@cfainstitute.org with your request to transfer societies; OR
  • Call CFA Institute with your request to transfer society: 800-247-8132

Note: If you have already paid your dues for your current local chapter, these dues will NOT be applied towards the Chicago chapter's dues. Please allow up to 8 weeks for processing.