Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

About CFA Society Greece

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.

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. 

Facts & Figures

Total Members

Top 10 Employers 

Employment by Industry

Employment by Role

All data as at 20 February 2023. Refers to all members of CFA Society Greece.