Our society is an association of local investment professionals. Consisting of portfolio managers, investment advisors, educators and other financial professionals, we promote:
- ethical and professional standards within the investment industry,
- encourage professional development through the CFA Program and continuing education,
- facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
- work to further the public's understanding of the CFA designation and investment industry.
As one of CFA Institute member societies, our society connects members to a global network of investment professionals.
Join Our Society
Regular Membership:
We recommend regular membership for candidates in the CFA program. The application process has three phases and typically takes several weeks to be approved. Regular membership requires:
- A bachelor's degree or equivalent education/work experience.
- A passing score for the CFA Level I Exam or the self-administered Standards of Practice Examination
- 48 months of professional work experience in investment decision making
- 3 professional references
- Local CFA Society membership (optional but strongly encouraged)