Select Your Membership Level
APFI Member
APFI Membership is limited to financial professionals who have the responsibility to research, analyze, or select funds, asset managers, or other third-party managed investment products for investment.
Free
APFI Accredited Member
Members holding a CIMA®, CFA®, CAIA®, CEFA, CIIA® or CIPM® and three years good standing in our profession are eligible to apply for the ‘Accredited Professional Fund Investor’ or ‘APFI’ designation.
$100/year
Membership Benefits
Professional Recognition
APFI members commit themselves to be models for the industry by upholding the highest standards of our profession. Membership in the APFI is a tangible recognition of your commitment to excellence.
Service Provider Reviews
APFI members discuss candidly some of the various tools and service providers that service our profession on our member intranet. Learn which of these services your colleagues deem useful, worth the asking price, or simply not good enough.
Manager Reference Checks
Connect with your peers worldwide to discuss and share information on managers, PMs, funds, etc. to conduct reference checks or other bespoke due diligence.
Co-Investment/Club Deal Connections
Connect with your peers to discuss and share information on co-investment opportunities and other private investments.
Peer Networking
The APFI provides a way to connect and learn from your peers by offering opportunities to engage in global conversations on best practices and industry trends. We meet and hold forums on the margins of various conferences and connect and chat directly to share ideas.
Conference Access
The APFI collaborates with industry events worldwide to tailor content and coordinate gratis registration and even speaking access for APFI members. Members who are willing and/or interested in speaking at events should inform the APFI leadership team directly to stay informed about such opportunities.
Media Presence
The APFI provides a collective voice for our profession to the media, to help shape the public conversation on issues of concern in our industry. We collaborate with media outlets worldwide to ensure the voice of our profession is represented in the global dialogue of our industry.
Regulatory Voice
The APFI provides a collective voice for our profession to national and supranational regulators, independent from the commercial voice of the companies of our industry. By coordinating input from our members to regulatory bodies we strengthen our collective voice in shaping the rules of our industry.
Why Choose APFI Accredited Membership?
Separate Yourself from the Pack
Accredited members may use the designation and title of ‘Accredited Professional Fund Investor’ or ‘APFI’ like CIMA®, CFA®, CAIA®, CPA®, PhD, or other such professional designations.
Members holding a CIMA®, CFA®, CAIA®, CEFA, CIIA® or CIPM® and three years good standing in our profession are eligible to apply for the ‘Accredited Professional Fund Investor’ or ‘APFI’ designation.
Play an Important Role in Advancing a Global Movement
APFI and its members advance the interests of investors by promoting professional standards and integrity in fund investing.
Our members promote best practices in fund investing by setting global standards of professionalism and accreditation, while empowering professional fund investors to learn, share ideas, network with their peers, and have a collective voice to national and global standards bodies and regulatory authorities.
Through your accreditation, you’re showcasing your integrity and skill as a global investor.
100% of accreditation proceeds go to membership services