CFA Society Jacksonville

A Member of the CFA Institute Global Network of Societies



 About CFA Society Jacksonville

CFA Society Jacksonville promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions.



Read More....​​

 Announcements and Recent Updates

Diversity and Inclusion 2018​: CFA Society's diversity conference

20-21 September 2018 in San Francisco

Click here for more information and registration​

Recent Event, 6/22/2018: 

CFA Jacksonville presents - Equity Investing in Real Estate Through Public and Private Markets

This presentation focused on the long-term investmen​t attributes of real estate investing, the role of real estate in mixed-asset investment portfolio, and current real estate market conditions and outlook. 

Speaker: Brad Case, PhD, CFA, CAIA, Senior Vice President, Research and Industry Information, Nareit (National Association of REITs)

Presentation Deck ​


2017-18 CFA Jacksonville Annual Report


Read some tips on how to get ahead in your career from local CFA Society Jacksonville Board member, Joey Greive.
Click here to view the Connexions article link or here for the PDF.


Florida Governor Rick Scott Proclaims May 2016 Putting Investors First Month

On May 6, 2016, Florida Governor Rick Scott proclaimed May 2016 Putting Investors First Month. He cited the commitment of the six Florida CFA Societies to professional excellence, and role as champions of ethical behaviour and integrity in the financial markets, and of fair treatment for all investors. Governor Scott stated that all citizens of Florida should know their righ​ts while engaging the services of financial professionals and organizations. ​



CFA Society Jacksonville members can now log into the Members Area by using your CFA Institute Username and Password. Give it a try!​

 Who is CFA Institute?

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