CFA Society Providence

A Member of the CFA Institute Global Network of Societies

​​​​​Mission Statement:
Create an engaging forum by providing relevant educational and social opportunities for CFA Society Providence members and stakeholders.


 About Us - CFA Society Providence



Founded in 1947, CFA Society Providence is one of the oldest societies in the world.  Members include portfolio managers, security analysts, educators and other professionals involved in the field of investment management.

 Membership Value

CFA Society Providence holds dozens of events each year, the vast majority are lunch events held in Providence featuring practitioners and researchers from all facets of the investment profession.  Past speakers include David Rosenberg, Dan Fuss, Mario Gabelli, and Harry Markopolos.

In addition to our typical topic focused events, we also hold multiple social and networking events for members. 

Most of our events are free to members. 

Our most expensive membership option is $100 (discounts available for students and retirees).  More information can be found here.                                

 ‭(Hidden)‬ Announcements

Providing insight to investors worldwide, the annual Global Market Sentiment Survey (GMSS) reflects the views and expectations of CFA Institute members—respected experts in the industry—on financial markets, integrity, ethics, and performance for the coming year. The 2014 findings, drawn from more than 6,500 surveyed members in over 110 countries, are used by financial professionals and media outlets such as The Wall Street Journal and Bloomberg to gauge opinion on the future of the financial industry. For the complete GMSS results, visit

View the Global Market sentiment Survery (GMSS) video

 ‭(Hidden)‬ Discounts available

Schweser discounts for CFA Society Providence members

To learn more click here.

BSAS Discount for Level I candidates

To learn more click here.


 Who is CFA Institute

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

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