CFA membership fees

Does your bank pay for your annual CFA membership fees? I work in IB and I've been told it's standard practice to not get reimbursed for the annual CFA institute membership fees ($300)

6,334 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '28 Jun 2026 Cohort

5.00/5

Investment Banking Short Resume Review / Recap

“My mentor got on at 4 AM to make the session work with my schedule, which says a lot about how much he cares about helping students. He walked through every single point I brought, never rushed me, and made sure I actually understood each one before moving on. He was patient and direct, and he gave me honest feedback when something needed work. I left the call with a clear plan and a lot more confidence than I had going in. I would absolutely book with him again and recommend him to anyone looking for real, practical guidance.”

Class of '29 Aug 2026 Cohort

5.00/5

Investment Banking Mock Interview

“I loved how he was specific to me. And what i needed to work on and he made and mimicked the same style as an interview ( like a real life - going into some behavioural questions ( wanting to hear some market updates ) then going straight into a technical interview . It was nice to also find a mentor from the same background who played tennis and also into a sector I’m interested in and explained how to handle -> why a particular group style sort of questions and giving more attributes I cool pull from given similar backgrounds ”

See All 11,642 WSO Academy Reviews

2 Comments

IB

VP in IB - Cov

2y

My bank doesn’t pay for IB. May pay for Research.

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Authored by: Certified Investment Banking Professional - Vice PresidentCertified Investment Banking Pro

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2y

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