CFA Society Barbados

A Member of the CFA Institute Global Network of Societies


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 Welcome to CFA Society Barbados

CFA Society Barbados mission is to advance the investment profession by promoting the highest ethical standards, professional excellence, best practices, and continuing education for the benefit of our community​

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 Why Choose a CFA® Charterholder to Manage Your Wealth?

Think about it. You would never work with a doctor who did not have the proven intellectual capability to make an accurate diagnosis. Similarly, you would probably not work with someone who lacked the emotional intelligence to understand the thoughts and feelings which could affect you during your treatment. Why should managing your wealth be any different than managing your health?

Selecting a wealth adviser is not a decision to be taken lightly. Wealth is complex, all-encompassing and touches all facets of life—from family to career, hopes to fears, and goals to needs.


why_hire_handshake.jpgWhy Hire?

Demand the best for your portfolio. Ask a CFA charterholder to manage it.

Read more (PDF)

women.jpgGender Diversity

How to close the gender gap within the finance industry.

Learn more (PDF)

collaboration.jpg The Value of Premium Wealth Management

Selecting a qualified wealth adviser is as important as choosing a qualified medical professional. Read the full report (PDF) or download the infographic (PDF)

Upload.jpgRealize Your Rights

When engaging the services of financial professionals and organizations, I have the right to… use the Realize Your Rights guide (PDF) tp clarify what you can expect​


 Other Upcoming Events

 Who is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

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 Contact Us

Jamaal Roach, CFA 
CFA Society Barbados President