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 Benefits of Membership

Active involvement in CFA Society St. Louis offers members the opportunity to exchange ideas with fellow practitioners in the investment community. Frequent educational and corporate meetings provide members the occasion to stay abreast of current developments and ideas in the industry. Society meets 1 to 3 times a month from September through June.

 Membership Profile

The St. Louis Society currently has 872 members.
The following is a breakdown by industry and title. CFA Charterholder Information Percent
CFA charterholder 81%
Non-charterholder 19%
Industry Classifications Percent Broker Dealer Investment Banking 31%
Commercial/Retail Banking, Bank Trust Departments 17%
Consulting Firm 9%
Corporate/Public Sponsor & Foundation/Endowment 3%
Insurance Company 2%
Investment Company/Mutual Fund 14%
Investment Management Counseling 13%
Other businesses including government, academic, and miscellaneous 10%

Titles and Occupations Percent Analyst,
Equity & Fixed Income 11%
Analyst, Other 4%
CEO, Chairman, Partner, Principal 10%
Chief Investment Officer 9%
Investment Banker 9%
Investment Counselor 10%
Investment Firm Manager 8%
Portfolio Manager 16%
Sales/Marketing 1%
Securities Trader 9%
Other 13%

 Become a Local Society Member

Membership in the CFA Society St. Louis is not limited to CFA Charterholders. Our  Local Society Membership is intended to make our Society more accessible to loc al investment, capital market, and finance professionals who have no intention of pursuing the CFA Charter, yet  believe in the mission and vision of the CFA Societ y St. Louis and are interested in the benefits of membership in our vibrant and widely recognized Society.

Local Society Membership Application Packet

 Become a Member of CFA Institute

To earn the Chartered Financial Analyst charter, you must first apply to become a member of both CFA Institute and a CFA Institute Member Society.


Education/University Relations Committee  
Call for Volunteers
We are seeking volunteers who are interested in presenting to local universities (either a class or investment club) on the rigor and benefits of the CFA charter, as well as the various career paths for Charterholders. We will provide presentation materials as well as help with talking points, and then you'll be able to personalize to tell your story. Time commitment is approximately 2 hours.
Additionally, we need volunteers to serve as a mentor for small groups of university students; this would last for 1 year with the expectation of quarterly contact. Time commitment is approximately 10 hours total for the year.

Contact Kristen Steffens, Committee Chair at


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