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While your CFA Institute membership connects you globally, membership with our society gives you a built-in network in your local investment community. Renew your membership to stay connected and access learning opportunities that help you understand our local market.
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MONTHLY LUNCHEONS
We look forward to resuming our luncheons this fall!
Check out pictures from 2026 Annual Forecast Dinner under Society Events
Congratulations to this years New Charterholders!
Michael Broadwater, Sean Brock, Michael Cole, Emma Kahalley, Christopher Oxaal and Tenzin Phuntsok
We are excited to announce that the CFA Institute Investment Foundations Certificate is coming back! Enrollment will open on 14 February 2023.
Master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset.
Take advantage of CFA Institute in-person, virtual, and on-demand opportunities to learn, discuss, and network with your peers.
This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry. Course content is informative, thought-provoking, and offers a glimpse into the future. This beginner-level course provides an essential introduction to the elements that define DeFi, including what it is, how it works, and the advantages it offers over more traditional centralized finance.
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