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 nearly 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

About Us

CFA Society Alabama is a statewide organization that operates with the goals of creating a community of investment professionals in Alabama, advancing ethics and standards in the industry, and increasing awareness of the CFA Charter

CFA Institute is a global community of investment professionals working to build an investment management industry where investors’ interests come first, financial markets function at their best, and economies grow. We advocate for financial market integrity and develop and promote ethical and professional standards, such as the Global Investment Performance Standards (GIPS®) and the Asset Manager Code of Professional Conduct ™, and our members uphold our industry-leading Code of Ethics and Standards of Professional Conduct.

CFA Society Alabama Mission Statement:

CFA Society Alabama’s mission is to promote and advance the professional excellence, ethical behavior and fellowship of our members through quality programs, educational offerings, and volunteer opportunities.

CFA Society Alabama Fact Sheet 

EVENTS

Each year, CFA Society Alabama strives to deliver a diverse line-up of high caliber speakers and local networking events. In 2018–2019, the Society hosted 12 events, including: 8 monthly luncheons, a CFA Night at the Barons baseball game, new charterholder recognition dinner, Birmingham Financial Alliance joint social, and Annual Forecast Dinner at the Barber Motorsports Museum.

SCHOLARSHIP

CFA Society Alabama, with support from CFA Institute, provides financial assistance to CFA candidates through the CFA Access Scholarship program. This program supports several students each exam cycle by reducing the enrollment fee for qualifying applicants. Additionally, our Society supports students at those Alabama colleges and universities participating in CFA Institute’s University Affiliation Program.

MEMBERSHIP

Membership is open to CFA charterholders and candidates enrolled in the CFA Program who are actively pursuing the Chartered Financial Analyst designation. Dues are $125 annually for regular and affiliate members, and $50 annually for retired members. Membership benefits include: professional development, advocacy, networking opportunities, and education.