Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

CFA Society Trinidad & Tobago

Founded in 2001, CFA Society Trinidad & Tobago (formerly Trinidad & Tobago Chapter of Investment Professionals) is a not-for-profit organization supporting the professional development and advancement of CFA® charterholders and those interested in the investment industry.  Our membership body has grown from 19 in 2001 to over 70 currently, and is comprised of portfolio managers, security analysts, investment advisors, corporate finance executives, academics, and other investment professionals who practice in a variety of fields.

Mission Statement

The Mission of CFA Society Trinidad & Tobago is to:

  • Be the local embodiment of the CFA Institute principles of ethics, education and professional excellence, and
  • Deliver value to the Trinidad and Tobago investment community through
    – thought leadership,
    – creating a sense of community amongst investment professionals,
    – promoting awareness of the CFA brand, and
    – being a key source for investment knowledge.

To achieve this mission the Society provides member services including educational programs, sponsored events, employment postings, and networking opportunities.