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Mississippi’s Premier Organization for Financial Professionals

Become a Member

Membership is available for charterholders, candidates, and like-minded professionals without a charter.

Leadership Roles Available

We maintain a robust volunteer board of diverse individuals – from private wealth managers to institutional investors.

Ask the Right Questions

By completing the CFA Program, CFA charterholders have proven they measure up to the complexity of your financial life.


Our Sponsors

Our distinguished financial supporters this year provide support for our outreach efforts.