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 CFA Society South Carolina

CFA Society South Carolina 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.

Join CFA Society South Carolina​

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CFA Society South Carolina is pleased to announce its partnership with Kaplan Schweser, the Society's preferred provider of CFA exam preparation material. All South Carolina CFA candidates may use the code SCCFA to receive a 15% discount off Kaplan Schweser study and review materials for the June 2017 exam. To apply this discount, please use the code SCCFA at check out at

In addition to the 15% discount, a limited number of candidates will be chosen by CFA Society South Carolina to receive a Schweser CFA Society Scholarship for study materials and/or instruction for either the June or December 2017 exam.

To apply for the Scholarship, please write a brief essay (less than one page) setting out your rationale and qualifications for receiving the Scholarship and submit this to Matt Hensel at by the deadline of December 15, 2016. The recipients will be chosen by December 31st.



Mike Switzer, host of the South Carolina Business Review on South Carolina Public Radio, has opened up a monthly interview slot for our Society's members.  If you are interested in participating in an interview with Mike, please email Billy Little. We would love to have your participation. 

We are looking for volunteers to serve as judges and graders for the local 2016-2017 CFA Institute Research Challenge. CFA Society South Carolina partners with CFA Society Atlanta and CFA Society Alabama for this event.  If you are interested in volunteering please email  For more information about this event please click here. Click here to view the official rules and here to view a testimonial.


Message from our new incoming Society President, W. Elliot Lewis, CFA​. Read more...


View our recent new member and existing member recognition adYou can find the ad in the October 26th publication of the Columbia Regional Business Journal and the November 2nd publication of the Charleston Regional Business Journal and GSA Business.


CFA Society South Carolina was recently approached by Mike Switzer about having members of CFA Society South Carolina do a radio interview once a month.  Mike is the host of the South Carolina Business Review on South Carolina Public Radio.  If you have any interest in participating in an interview with Mike, please send an email to letting us know what month and topic you are interested in.

 Who is CFA Institute?

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

 Contact Us

1201 Main Street, Suite 1910
Columbia, South Carolina  29201
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