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CFA Society Detroit currently has 418 members. Approximately 93% of our membership holds the Chartered Financial Analyst designation.

Industry Classification of Members:

  • Investment Company/Mutual Fund 13%
  • Commercial/Retail Banking, Bank Trust Departments 14%
  • Investment Management Counseling 31%
  • Consulting Firm 9%
  • Other businesses including government, academic, and miscellaneous 14%
  • Broker Dealer, Investment Banking 9%
  • Corporate/Public Sponsor & Foundation Endowment 6%
  • Insurance Company 2% 

Our society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, 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 the CFA Institute 138 member societies, our society connects members to a global network of investment professionals.

2015 - 2018 Strategic Plan 

Detroit Annual Report_2017-18.pdf

CFA Society Detroit Bylaws

CFA Society Detroit 2018 Proposed Bylaws