CFA Society Naples

A Member of the CFA Institute Global Network of Societies

Join us at the next Lunch & Learn

 Welcome to CFA Society Naples

CFA Society Naples promotes ethical and professional standards within the investment industry, encourages professional development through the Chartered Financial Analyst program, and facilitates the open exchange of information and ideas.

The majority of our members have earned the Chartered Financial Analyst (CFA) professional designation awarded by the CFA Institute. However, membership is available to all investment professionals who meet the requirements. You do not need to be a CFA Charterholder to join the society.

Membership in the CFA Institute and the Naples society offers many career enhancing benefits. Click here for more information on how to get started. 


CFA Society Naples offers scholarships

CFA Society Naples is offering $1,000 academic scholarships to deserving university students who are studying finance. Applicants must submit a 500- to 1,000-word essay describing why they deserve the scholarship, how it fits into their major, plans for the future and goals for obtaining a CFA charter. The deadline to apply is Sept. 29 via email to Dr. Jones at

 CFA Naples 20th Anniversary

 Who is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 Content Editor


Predicting Volatility & Correction

Oct 10, 12:00 PM - Mar 6, 1:30 PM

CFA Naples Lunch & Learn

12:00 PM - 1:30 PM

 Latest News

The CFA Society would like to thank Scott Rosenblum for the work and time he put in as President of the CFA Society Naples in 2015-2016. His leadership initiatives, in concert with a great board, led to the initiation of our Society Social Events, an extremely well attended Annual Forecast Dinner, and a successful series of luncheons for our members. For more information on the Society's leadership, please visit the Leadership page.

To sign up for the latest news, research, and alerts from the CFA Institute, members are encouraged to visit this page.