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 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 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.