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

CFA Society Nashville


Our mission is to equip members to be leaders in our community by promoting the value of the CFA designation and facilitating the exchange of ideas and resources for the ultimate benefit of Middle Tennessee. 


We are a member society of the CFA Institute representing over 160,000 financial professionals. The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world. “The gold standard among countless finance degrees” – Financial Times.


400 influential finance professionals in Nashville, including a community of CEOs, VPs, Portfolio Managers, Treasurers, Finance Directors, Financial Advisors, Analysts, University Professors, and FP&A Professionals.

Our member base is responsible for or helps to manage billions in client's assets. Per CFA Institute statistics, 65 CFA Society Nashville members work for firms with assets under management in excess of $1 billion.

Contact CFA Society Nashville

Please reach out to us with questions. 

Email: [email protected]

Contact Us


CFA Society of Nashville is the leading association of local investment professionals in Nashville, steeped in a rich history spanning over half a century. The non-profit organization has been serving Nashville and its surrounding cities since 1965. As a member society of the CFA Institute, CFA Society Nashville connects its members to a global network of investment professionals that exceeds 150,000 investment professionals in more than 165+ countries and territories.


The Society regularly hosts social events and luncheons with local and world-renowned experts for professional development within the investment management field. The society also works to facilitate local career placement and provide assistance in CFA exam preparation, including scholarships and mock exams. 


  • Ethical and professional standards within the investment industry,
  • Encourage professional development through the CFA Program and continuing education.
  • Facilitate the exchange of information and opinions among people within the local investment community and beyond.
  • Work to further the public's understanding of the CFA designation and investment industry.



CFA Society Nashville currently has over 375 members. Nearly 95% of our members hold the Chartered Financial Analyst designation.