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 Our Mission

  • To promote the highest professional and ethical standards in investment markets.
  • To encourage our membership and others to earn the Chartered Financial Analyst® (CFA) designation.
  • To provide and promote educational opportunities for the investment community.
  • To be advocates on issues that serve the interest of investors and society.
  • To educate and create a strong local community of investment professionals in order to foster the exchange of ideas and knowledge in investment markets.

 Our Vision

To be an effective nonprofit organization focused on serving participants in investment markets while promoting highest standards and ethics for all stakeholders.