Membership Application

Individuals who have satisfied all requirements for CBV Institute membership may apply on their Roc-P profile below. 

Applications for CBV Institute membership are submitted online. To apply, you must meet the following requirements: 

• A university degree. This requirement may be waived for individuals holding a CFA (Chartered Financial Analyst) designation, or a CPA (Chartered Professional Accountant) designation, or the legacy CA (Chartered Accountant), CMA (Certified Management Accountant), or CGA (Certified General Accountant) designations. 
• Successful completion of the CBV Institute Program of Studies. 
• Successful completion of the FMI Foundations in Financial Modeling program. 
• Successful completion of the Membership Qualification Examination (MQE). 
• The CBV Institute experience requirement: 1,500 hours of valuation experience, at least 750 of which must be core valuation experience. 
• Being a person of good character and reputation. 

Application Deadline	Admission Approval	Cost (excl. tax)
January 15, 2027	February/March	$1,585.00
May 1, 2027	June	$1,189.17
July 15, 2027	September	$951.67
October 15, 2026	November/December	$635.00

New Member Admission Fee: $635 + proration of the annual Membership Fee. Taxes additional. 

The $635 admission fee stays the same whenever you apply; only the annual Membership Fee is prorated. Because membership runs on a set annual cycle, applying earlier in the year means paying for more of that year, while later applicants pay for fewer remaining months. By the October intake, no proration applies. 

Your membership application will be listed in your dashboard. 

Invididuals who have met all the requirements for membership other than passing the MQE, but who wrote in september may apply for membership on a conditional basis after the MQE date and before the October 15 intake deadline. If successful on the MQE, they are approved for membership in early December.