CFA Society Beijing

A Member of the CFA Institute Global Network of Societies

 Overview

Our society is an association of local investment professionals. Consisting of portfolio managers, investment advisors, educators and other financial professionals, we promote:

  • ethical and professional standards within the investment industry,
  • encourage professional development through the CFA Program and continuing education,
  • facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
  • work to further the public's understanding of the CFA designation and investment industry.

As one of CFA Institute member societies, our society connects members to a global network of investment professionals.

 The Mission

The mission of CFA Society Beijing is to promote the highest ethical, educational and professional standards in mainland China financial service industry; to add value to members by offering various member services and promoting CFA designation; and to facilitate understanding and cooperation among members, practitioners, regulators and CFA Institute.

 The key strategic objectives of the Society are:

  • To promote the highest ethical, educational and professional standards in mainland China financial service industry, through advocacy efforts, ethics training and other educational programs;
  • To create and deliver membership value by providing continuing education, social networking and career development services, and to promote recognition of CFA designation in mainland China;
  • To contribute to the global investment community by facilitating international cooperation with CFA Institute, other member societies and financial industry in local market;
  • To achieve high society service standards and enhance member experience by building a solid foundation of society governance, and strong execution capacity of staff office and volunteers.

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.