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 Overview of Our Society

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 member societies, our society connects members to a global network of investment professionals.

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 Our Vision

Our vision is to increase awareness of the CFA designation, provide education and networking opportunities to our members, enlarge our membership base and attract new interested parties for collaboration. 

 Our Mission

Our mission is to lead the investment profession in Greece and provide value to its members, while making the CFA designation popular and well-known among our key stakeholders and promoting ethical behaviour and market integrity. 

 About CFA Institute

CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With over 169,000 members, and regional societies around the world, CFA Institute is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

CFA Institute offers a range of educational and career resources, including the Chartered Financial Analyst (CFA) and the Certificate in Investment Performance Measurement (CIPM) designations, and is a leading voice on global issues of fairness, market efficiency, and investor protection.