CFA Society Switzerland

Ethics and Professionalism for the Finanzplatz


 Membership Value Pack

CFA Charterholders and Members of CFA Switzerland are in a privileged position which makes them attractive to many vendors.  Similar to university alumni organisations, the Society can help make the most of that by curating a carefully selected choice of goods and services to Members at particularly favourable terms.​​

 Membership Value Pack: Health Insurance

In cooperation with our insurance broker VZ Vermögenszentrum, CFA Switzerland has negotiated collective heath insurance contracts  with CSS, Helsana, Sanitas and Swica.  These collectives are available to all Members of CFA Switzerland and their families living in the same household for the duration of membership.

Please note that discounts are only available on supplemental insurance policies (VVG). Health insurance providers are prohibited by law to grant discounts on the mandatory basic insurance. Therefore, if you have just a mandatory basic insurance (just one insurance policy under „KVG"), you will not benefit from any discounts.

If you are with one of the providers, transferring your current coverage to CFA Switzerland collective does not require a health check.  However if you are with a different provider, or want to add additional supplemental products to your current policy, then acceptance is often subject to a health check.

To join the collective, please fill in the Health Insurance Voucher (do not forget to sign it), place together with copies of your current health insurance policies and send to VZ Insurance Services AG.  VZ Vermögenszentrum will get back to you with a proposal.

VZ Insurance Services AG
c/o Tatjana Merz-Kursawe
Beethovenstrasse 24
8002 Zürich 


 Membership Value Pack: Media & Books


 Members of CFA Switzerland save 50% on all Wiley Finance books!

Candidates and Members of the CFA Switzerland are entitled to a 50% discount on most print books on Check out thousands of our leading-edge finance, investing, and leadership books…and order now!  This entitlement is for the the duration of the membership of CFA Switzerland.
Click here and enter membership code SUI50 in the promotion code field on the shopping cart and click the Apply Discount button.



Members of CFA Switzerland are entitled to a discount of up to 30% on regular annual subscription rates for the following quality Swiss media products.  This entitlement is for new subscribers only for the duration of the membership of CFA Switzerland.  Please fill in the form below to order.
The Society office will forward your details after validating your credentials and you will be invoiced separately by the publishers. Please allow 4 weeks before making enquiries on the status of your order.    



 Order Form

​Click here if there is no order form appearing above this line.

 Membership Value Pack: ROSL

   Members of CFA Switzerland may apply for membership to Royal Over-Seas League (ROSL) by completing this form.
ROSL is a non-profit Commonwealth private members organisation, committed to supporting international understanding and friendship through social, music, arts and welfare activities.  ROSL offers its members a variety of benefits including private clubhouses, accommodation in London, and Edinburgh, reciprocal arrangements with over 80 clubs worldwide.