CFA Society Orlando

Does Your Wealth Manager Measure Up?

CFA Charterholders are the premier choice for wealth management.

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CFA Society Orlando Job Board

Looking for a new job? See current open positions in Central Florida on our CFA Society Orlando Job Board.

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Volunteer Opportunities

Interested in contributing to the local investment community? Volunteer on a CFA Society Orlando Committee!

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FEATURED EVENTS

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Oct 16, 2019

Please join us on Wednesday, October 16th at Ceviche for our first Diversity and Inclusion dinner. Ingrid Jacobs, Chief Diversity Officer for Eaton Vance, will discuss the economics of diversity and why it should matter to your business. A panel of local business leaders will also share their best practices and experiences in both building businesses with a focus on diversity and how it has driven the bottom line.

Nov 13, 2019

Please join us at the Citrus Club for our Charterholder Recognition Ceremony and our annual Career Services event. Maura Scherer, Invesco's Director of Creative Campaigns, will be sharing best practices when it comes to presenting in a Boardroom environment. This discussion will include how to structure presentations in order to perform at your highest level when presenting to a small group of key decision makers.

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Leading the Financial Sector

News from our CFA Society and distinguished members

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