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 About CFA Columbus

CFA Society Columbus was founded in 1962.

We are dedicated to professional excellence, integrity, education, volunteer service, and strength of community. CFA Society Columbus has more than 400 members representing all major institutional investment firms in Central Ohio.

CFA Society Columbus is a local society for CFA Institute® based in Charlottesville, Virginia, www.cfainstitute.org.

We provide a forum for local investment management professionals to gather on a regular basis to attend investment related presentations, share ideas, and develop their knowledge and understanding of the securities markets.

CFA Society Columbus:

Is a local, non-profit organization that serves the needs of members by:

  • Providing a forum for the exchange of information, education, and ideas among the investment community;
  • Enhancing members' investment knowledge and professional practices;
  • Encouraging high ethical standards and professional conduct among all participants in the investment industry;
  • Fostering a culture of inclusion, diversity and respect among investment professionals.

 Mission Statement

CFA Society Columbus promotes the continuing education of our members by providing a forum for the presentation of topics relevant to the investment decision making process. CFA Society Columbus promotes adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

 About CFA Institute

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

 CFA Columbus Strategic Plan