Who We Are
CFA Society Baltimore is a non-profit professional society that has been a point of connection for the Baltimore investment community since 1948. The Society provides an open forum for the exchange of fresh perspectives on industry issues and promotes ethics and integrity. Originally called the Baltimore Security Analysts Society, Inc. (BSAS), the Society changed its name to CFA Society Baltimore. in 2006.
CFA Society Baltimore is Maryland’s largest membership organization for investment professionals with 750 members. The membership represents over 100 investment firms. Ninety-six percent of CFA Society Baltimore members hold the Chartered Financial Analyst designation from CFA Institute. To achieve this designation, members are required to pass a series of three intensive exams that equip financial professionals with superior analytical skills, real-world portfolio management experience, and high ethical standards.
CFA Society Baltimore is a society member of the CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has more than 155,000 members in 165 + countries and territories, including 154,000 CFA® charterholders, and 151 member societies. For more information, visit cfainstitute.org.
Mission of CFA Society Baltimore
CFA Society Baltimore leads the investment profession locally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of our community.
A Place for Learning
Through extensive programming, CFA Baltimore is committed to providing fresh and relevant curricula designed to enrich and advance the investment community. Benefits include:
- Topical Programming and Continuing Education
- Career Development
- CFA Preparatory Review
A Mix of Informational and Social Events
The Society's informational and social events cover a range of important and relevant topics throughout the year.
- Annual Gala Dinner
- Annual Spring Conference
- Member Happy Hours
- Women’s Networking Events