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Administered by CFA Institute, the Chartered Financial Analyst® (CFA®) Program is a graduate-level, self-study curriculum and examination program for investment specialists.

Established in 1962, the CFA Program sets the global standard for investment knowledge, standards, and ethics. Earning the credential can serve as a passport to entry or advancement within the investment profession around the world. The designation tells clients, employers, and colleagues that the charterholder has mastered a rigorous curriculum covering a broad range of investment topics and that he or she is committed to the highest ethical standards in the profession.

Our society encourages its members to earn the CFA charter and supports candidates by sponsoring CFA exam study groups and other programs. Many of our members hold the esteemed CFA designation.

CFA Review Programs

Our society supports the efforts of local CFA candidates by sponsoring a variety of CFA Exam preparation and review opportunities.  Experienced and respected academicians and investment practitioners coach candidates on CFA curriculum topics such as securities analysis and investment valuation, financial accounting, quantitative analysis, economics, asset allocation and portfolio management. Participation in an organized program can complement the self-study design of the CFA program.

Scholarship Information

In an effort to attract the best and brightest young people to the investment profession, our society offers scholarships to promising CFA candidates. Recipients are determined by a selection process that focuses on academic performance as well as other criteria.

 CFA® Program

Learn more from CFA Institute about the CFA designation and its significance.