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CFA Society Portland

 Serving Investment Professionals in Oregon and SW Washington

CFA Society Portland 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.

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 Scholarship Information

The CFA Institue offers two different scholarship programs that are available to candidates for the CFA program.  These scholarships are targeted toward university students, CFA Institue society members, and other professionals interested in the CFA curriculum.  To learn more please click on the following: CFA Scholarship Information


Kaplan Schweser CFA Review Discount

Kaplan Schweser has helped tens of thousands of candidates pass their CFA exams.  We offer the broadest array of CFA exam preparation tools available anywhere and can also help you, whatever your individual learning style and educational needs.   

  • SchweserNotes™ for clear and concise explanations of every Learning Outcome in the CFA curriculum
  • A question  bank with thousands of exam-like questions
  • Six full (6-hour) practice exams for your final exam preparation

Receive 15% OFF select Kaplan Schweser Study Solutions and Instruction for CFA Exam review—an exclusive discount for affiliate members of CFA Society Portland

Order Online Today. 

Conveniently order online through the society portal (

or call a Kaplan Schweser Customer Service Representative. Enter or provide the following discount code: PortlandCFA

For complete Kaplan Schweser product information, please visit


Wiley CFA Prep Discounts

To receive 20% off Wiley study materials click HERE.

To receive 50% off Wiley books click HERE.



 Upcoming Events

Start Time
CFA Luncheon: "The Executive Athlete: Optimizing Your Competitive Edge" with Sonya M. Stoklosa, MS, PCCUse SHIFT+ENTER to open the menu (new window).
3/9/2015 12:00 PM
CFA Society Portland 2015 Investment Research Challenge Use SHIFT+ENTER to open the menu (new window).
3/12/2015 2:00 PM
CFA Society Portland Seventh Annual Wine Tasting and Annual MeetingUse SHIFT+ENTER to open the menu (new window).
6/11/2015 5:30 PM

 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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