Creating a Globally Respected Finance Community in Central Florida

CFA Society Orlando Fact Sheet

The CFA Society Orlando's mission is to foster a vibrant and ethical investment community by delivering member value, developing finance professionals, and building market integrity in Central Florida. 

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We invite you to follow us on LinkedIn to stay up to date on Society news, events, podcast releases and more. 

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The Investors First Podcast

The award winning Investors First Podcast’s mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor.

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Recent News

  • Investors First Podcast - 2/2/23

    Blog Entry

    New episode with Dan Rasmussen , Verdad Advisers & Bob Elliott , Unlimited Funds , hosted by Steve ...

  • 2022 Recap Newsletter

    Blog Entry

    View the Full Newsletter Here (Page 1/5)

  • 2023 Annual Dinner

    Blog Entry

    We recently hosted our 2023 Annual Dinner featuring Jeffrey Kleintop , CFA and Dan Fasciano, CFA, ...

Read Our Latest Newsletter!

CFA Society Orlando's 2022 Recap is out! Check out highlights from our events and other updates from the Society from February through December 2022.

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