The CFA Society Detroit was founded in 1948 when investment professionals of the greater Detroit area joined together to find the Investment Analyst Society of Detroit (IASD) and selected George R. Berkaw Jr. as their first president. Members of the IASD then voted to join the National Federation of Financial Analyst Societies in 1948 becoming the seventh member society of what is now the CFA Institute. In 2005, the IASD voted to change its name to the CFA Society Detroit and now serves 500+ members.
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 CFA Institute’s 162 member societies, our society connects members to a global network of investment professionals.
Mission
The mission of CFA Society Detroit is to lead the investment profession locally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of investors and the investment community. Our goal is to provide resources to further education, thought leadership, and professional development in the investment industry, and to connect members and stakeholders.