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Our society is an association of local investment professionals. Consisting of portfolio managers, investment advisors, educators and other financial professionals, we promote:

  • 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, and;
  • work to further the public's understanding of the CFA designation and investment industry.  


As one of CFA Institute member societies, our society connects members to a global network of investment professionals.​

The society was incorporated into CFA Institute as member society in 1963 and currently consists of 160+ members. A little more about our society....

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 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 for ethical behavior in investment markets and a respected source of knowledge in the global financial community.  The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has more than 150,000 members in 150+ countries and territories, and 151 member societies. For more information, visit