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Promoting Ethical and Professional Values in the Investing World

Membership Renewal

Stay current, connected, and effective in your financial profession. Renew your membership each year to take advantage of member benefits, demonstrate your commitment to ethical investment management, and continue to strengthen the industry.

2020 Forecasting Challenge

The challenge started on January 1st and will end on December 31, 2020.  To view the current leaderboard as of June 30th click on the link below.

CFA Exams Postponed

CFA Institute has made the unprecedented decision to postpone the June 2020 CFA® Exam globally. They recognize how deeply disappointed the candidates will be to hear this news as they are saddened to give it.


Our Sponsors

Our distinguished financial supporters this year provide support for our outreach efforts.