About CFA Society Israel

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 nearly 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

As the last country to receive society recognition from CFA Institute in 2020, we are proud of our growth and progress. With nearly 100 members, we are committed to furthering our impact and advancing the finance profession in Israel.

The aims of CFA Society Israel: 

  1. Bolstering Career Development:

    • We are dedicated to empowering CFA Charterholders in Israel by providing comprehensive support for their career advancement and professional growth. Our initiatives include career development resources, networking opportunities, and access to a vibrant community of industry leaders.

  2. Delivering Member Services:

    • We offer a diverse range of services aimed at enhancing the professional journey of our members. From educational courses and event sponsorships to curated listings of employment opportunities and dynamic networking forums, we provide valuable resources to support our members' success.

  3. Increasing Visibility and Understanding:

    • Through targeted outreach and educational initiatives, we strive to elevate the visibility of the investment field and promote the significance of the CFA designation in Israel. Our efforts aim to foster greater understanding and appreciation of the profession among both professionals and the broader community.

  4. Advocating for Ethical Conduct:

    • Upholding ethical standards and promoting professionalism is at the core of our mission. We advocate for integrity and transparency within the financial sector, championing ethical conduct and high standards of professionalism to enhance the collective well-being of the industry.

  5. Acting in the Interests of Members:

    • We actively engage with our members to understand their needs and concerns, advocating on their behalf to address challenges and opportunities in the financial landscape. Our advocacy efforts are driven by the collective interests of our members, ensuring their voices are heard and their interests represented.

  6. Supporting Finance Professionals Relocating to Israel:

    • Recognizing the importance of a supportive ecosystem for finance professionals relocating to Israel, we offer guidance and resources to facilitate their integration into the local finance industry. Through mentorship programs, networking events, and informational resources, we strive to make the transition as smooth as possible.

  7. Developing Relations with CFA Societies Abroad:

    • We actively cultivate relationships with CFA societies abroad to provide our members with international opportunities and connections. Collaborative initiatives and joint events offer our members valuable insights and networking opportunities on a global scale.