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 Mission & Vision


The mission of CFA Society Cleveland is to promote professional development, ethics, and awareness through outreach to and engagement with the financial community.

The vision of CFA Society Cleveland is to be a vibrant and widely recognized organization servicing investment professionals as the premiere resource for professional development and networking.

CFA Society Cleveland was founded in 1950 and provides investment related programs and services to its Northeast Ohio-based membership. The CFA Society Cleveland has 510 members, and is a member society of CFA Institute.




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