- Has been an active member of the Society (i.e.,
either Regular Charterholder, Regular or Affiliate) for at least five (5)
years;
- Is no longer engaged in active practice on a salary
or fee basis; and
- Adheres to all the rules and regulations of the Society.
To apply, please complete the "Apply for Retired Status" section on the Status Change Form (PDF) and return it to CFA Institute.
Note: Please allow 8 to 10 weeks for processing.