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​To be the premier organization that serves financial professionals and the broader community in central Florida through a commitment to ethics, education and innovation.​


To foster a vibrant and ethical investment community by delivering member value, developing finance professionals, and building market integrity in central Florida.​

 Member Benefits

CFA Society Orlando organizes presentations from financial luminaries throughout the year, which are often offered at discounted prices to our members. Our member socials, which offer networking opportunities, are usually free for members.

Every year we conduct a survey among our members regarding their interest in speakers. Based on the survey, we select speakers covering timely topics of interest. Please see our calendar history for a sample of past speakers. Prior speakers include Jim Rogers, Mark Faber, Abby Joseph Cohen, Richard Hokenson, Peter Schiff, and A. Marshall Acuff, Jr., to name a few. The meetings are open to society members and guests with reservations made in advance.

As a member of CFA Society Orlando, you are also a member of CFA Institute. Accordingly, you receive CFA Institute publications and the CFA Institute membership directory which lists all of the Societies as well as their members.

 About CFA Institute

CFA Society Orlando was founded in 1993 as a chapter of CFA Institute.

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

 Connect with Us



 Mailing Address

P.O. Box 4387
Orlando, FL 

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The CFA Institute awarded Chris Cannon, CFA, CFA Society Orlando Board Member, the 2020 Americas Volunteer of the Year Award for his work on the Florida Ethics Challenge. 

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