CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies



 CFA Institute

Attention Regular Members:  Vote in the CFA Institute Proxy

On behalf of the Board of Governors of CFA Institute, CFAP would like to encourage its members to review the 2018 proxy statement. Your vote is important. You can make a difference. Among the decisions you are asked to make is, of course, the appointment of new governors to the Board.  

The CFA Institute Board has introduced a number of changes during the last three years. First, we have reduced the size of the Board to a more manageable number. We now operate within a range of 10 to 15 governors serving at any one time. Second, we have repositioned a number of committee-related duties. Third, we have adopted, where appropriate, public company standards of governance. Finally, we embraced and achieved a commitment to sharply improve gender balance on the Board. We believe that these changes increase board effectiveness.

In the coming days, Regular members will receive a link to vote in the proxy.

Click here​ to view the CFA Institute proxy statement.

CFA Society Philadelphia​​

Mission Statement 

To lead a preeminent community of investment and finance professionals who promote the highest standards of ethics, education and professional excellence.

Vision Statement:​

We aspire to a Society that:

serves our members and other financial professionals who seek education, knowledge, professional development, co​nnection and inspiration;

​sets the standard among Philadelphia-area investment and financial professionals on the topics of ethics and excellence of practice.