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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 finding a sponsor.
 

FWA has two membership classifications for which you can apply:

Active member
Affiliate member

Returning members should read the reinstatement section rather than filling out a new application.

Each classification is described below.

Active Member 

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.

Click here to find the current initiation and annual fees.

Apply Now


Affiliate Member 

If you don't meet all the requirements of an Active Member, you can apply to be an Affiliate Member. Although Affiliates have most of the privileges of an Active member, they are not eligible to vote or hold board positions.

Examples of Affiliate Members include: those that have retired and do not plan to return to work, those that changed jobs and now work outside the Bay Area or those that do not have the education or work experience as described in the Active Member section above.

Please note that Active Members who retire or change jobs outside the Bay Area must change their membership status to Affiliate Member. For more information please see our Bylaws.

Click here to find the current initiation and annual fees.

Apply Now


Reinstatement

If your membership lapsed for any reason and you wish to rejoin the FWA, there is no need to fill out another application. Please contact us to let us know you wish to reinstate your membership. Note: To reinstate your membership, you are responsible for the initiation fee and annual fee. Click here to find the current initiation and annual fees. (For the reinstated year, your annual dues will be prorated based on the calendar month in which you request reinstatement.)
 

 
 

 

"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).

 

 
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