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 Our Vision

To be an effective nonprofit organization focused on serving participants in investment markets while promoting highest standards and ethics for all stakeholders.

 Our Mission

  • To promote the highest professional and ethical standards in investment markets.
  • To encourage our membership and others to earn the Chartered Financial Analyst® (CFA) designation.
  • To provide and promote educational opportunities for the investment community.
  • To be advocates on issues that serve the interest of investors and society.
  • To educate and create a strong local community of investment professionals in order to foster the exchange of ideas and knowledge in investment markets.