CFA Society Providence

A Member of the CFA Institute Global Network of Societies


 CFA Society Providence



Founded in 1947, CFA Society Providence today arranges presentations by corporate leaders, industry experts, and other educational speakers for the bene​fit of its members. Membership consists of portfolio managers, security analysts, educators and other professionals involved in the field of investments.

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




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

 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.

 Benefits of Membership

  • Monthly events consisting of presentations hosted by Fortune 500 Corporations and leading industry experts in their respective fields.   
  • Annual forecasting dinner held at the beginning of the year. 
  • Annual meeting in June which consists of a Golf event accompanied by a Dinner. 

 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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