Who We Are

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

Learn more about CFA Institute and its mission

Welcome to the CFA Society of Naples

The CFA Society of 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.

Our Mission Statement

To lead the investment profession in Southwest Florida by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of the local community.

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