Tell a friend about this website. Click Here


Don't miss an event. Join our Mailing List. Click Here

 

 

 

In order to apply for membership in FWA, you must:
1. Have attended at least one FWA event. Here are some upcoming events.
2. Have a current member as a sponsor. If you don't know any of our members, we encourage you to attend some FWA events and meet our members and find a sponsor.  Click here if you want to know who to contact for further information about sponsorship.
 

FWA has five membership classifications for which you can apply:

Active member
Associate member
Sustaining member
Long Distance member
Friend of  FWA

Each classification is described below.

Active Member 

Most of our members fall into this classification. Active members must meet the following criteria: 

1. Be employed by a financial services firm or in a clearly defined financial position in the San Francisco Bay Area 

2. Have a graduate degree and at least two years of experience in one or more financial positions OR an undergraduate degree plus at least four years of experience in one or more financial positions.

If you fulfill these criteria but are on a leave-of-absence from a financial position, you are still eligible as an active member, provided you are not working outside the finance industry.

Fees: There is a one-time $150 initiation fee, plus an annual membership fee of $195 (prorated for the first year based on month the application is approved). Please do not pay your dues before you receive an invoice.

Apply Now


Associate Member 

Don't have the requisite experience in a financial position? Apply to be an Associate Member. Although Associates have most of the privileges of an Active member, they are not eligible to vote or hold board positions.

Associate Members must meet the following criteria: 
1. Be employed by a financial services firm or in a clearly defined financial position in the San Francisco Bay Area. 
2. Have a graduate degree and at least six months of experience in a financial position OR have an undergraduate degree and at least two years of experience in a financial position.

If you fulfill these criteria but are on a leave-of-absence from a financial position, you are still eligible as an associate member, provided you are not working outside the finance industry.

FWA scholarship award winners are also eligible for Associate Membership.

Fees: There is a one-time $75 initiation fee, plus an annual membership fee of $100 (prorated for the first year). Please do not pay your dues before you receive an invoice.

Apply Now


Sustaining Member 

Are you an Active member that has retired from the financial world but still want to stay in touch? Click here to find out who to contact to change your current membership to a Sustaining Member.

Fees: There is an annual membership fee of $75. All membership changes take effect at the beginning of the calendar year.


Long Distance Member 

Long Distance members must meet the following criteria: 

1. Live and work outside the San Francisco Bay Area (commonly defined as the nine county area around San Francisco).

2. Be employed by a financial services firm or in a clearly defined financial position. 

3. Have a graduate degree and at least two years of experience in one or more financial positions
OR
an undergraduate degree plus at least four years of experience in one or more financial positions.

If you fulfill these criteria but are on a leave-of-absence from a financial position, you are still eligible as a Long Distance member, provided you are not working outside the finance industry.

Fees: There is a one-time $115 initiation fee, plus an annual membership fee of $115 (prorated for the first year based on the month of the application approval). For transfers from Active membership to Long Distance membership, the initiation fee is waived.

Apply Now


Friend of FWA

The Friends of the FWA (FoFWA) category is designed to meet the needs of individuals who would like to get involved with the FWA and have their interests aligned with the FWA, but who do not meet the membership criteria.

Friends of the FWA are eligible to attend all members only events at the member rate and may serve on committees. They also have access to the membership directory*. Friends of the FWA would not be eligible to vote or hold Board positions.

There is a one-time $150 application fee, plus an annual fee of $195 (prorated for the first year). Please do not pay your dues before you receive an invoice.

Apply Now

 
 

 

"When I relocated to the Bay Area, I didn’t have any contacts in the San Francisco financial services world. A mutual acquaintance invited me to a FWA luncheon meeting. Everyone was embracing and supportive – it was a terrific initiation. I quickly joined and was signed up with a mentor. It’s been great getting to know everyone and working to spread the word. I highly recommend FWA to all my business associates!"
    - Liz Fisher
    Consultant, Spencer Stuart

 

Apart from the normal membership types that you can apply for, the FWA also has two membership categories that can only be bestowed by the Board: 

  • Honorary Membership (lifetime) 
  • Executive Membership (One-year Honorary).

 

 
Copyright 2008 FWASF. All rights reserved. Privacy Policy.
Site designed by Darken & Associates...