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 Overview

CFA Society Taiwan is a non-profit organization founded in July 2007 by volunteer CFA charterholders or Regular members of CFA Institute. As the 135th professional society of the global CFA Institute, CFA Society Taiwan is in a move to advance the investment profession by enhancing investment knowledge and encouraging high ethical and professional standards throughout Taiwan.​

CFA Society Taiwan promotes awareness and understanding of securities analysis, investing, and the operation of the securities markets. CFA Society Taiwan's members are recognized as ethical, knowledgeable members of the investment decision-making community.

As a not-for-profit educational organization, CFA Society Taiwan​ mission is to educate and inform investment decision-makers, promote ethical standards in the industry, and assist financial professionals in career development.

We aim:

  • to provide a forum for education, information and communication centered on the needs of investment professionals;
  • to enhance awareness of the investment profession and the CFA charter within the community;
  • to promote professional behavior and high ethical standards in the financial market;
  • to represent and advance the interests of our members 

 About CFA Institute

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