CFA Society Rochester

Welcome to CFA Society® Rochester!

We deliver educational programming, strengthen member involvement, and promote the CFA designation in the Greater Rochester and Central New York area.

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Check Out Our Upcoming Events

As a leading organization in the financial industry, we host educational and social events to help you network with other financial professionals.

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Take The Research Challenge

Join the global competition that provides students with hands-on mentoring and valuable training in financial analysis.

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FEATURED EVENTS

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Dec 16, 2020

Optimizing After-Tax Outcomes Using PPLI and PPVA - Tax efficiency. Asset protection. Estate and transfer tax mitigation and/or elimination. The marketplace for PPLI and PPVA products has decades of history behind it, however these solutions remain a relatively under-utilized tool amongst many Ultra-High Net Worth clients, Family Offices, and their Advisors. In today’s every changing world, high income-earning clients as well as others of significant wealth are limited in their ability to participate in qualified and other tax-advantaged planning strategies. This takes on added significance in a world where many states continue to raise income tax rates, and uncertainty regarding future Federal income and estate tax thresholds continues to cloud clients’ and their advisors’ investment decisions.

https://cfarochester.cfasocietyevents.org/d/j7qrgl/

Leading the Financial Sector

News from our CFA Society and distinguished members

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REPORT

Does Your Wealth Manager Measure Up?

By completing the CFA Program, CFA charterholders have proven they measure up to the complexity of your financial life.

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REPORT

Why Hire A CFA Charterholder

Senior leaders across the investment industry trust their firms’ futures to CFA charterholders.

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Research. Reviews. Ideas. Built for Investment Professionals.

Receive practical analysis and views on improving the integrity of global capital markets through the CFA Institute weekly forums.

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A Proud Member of The CFA Institute Global Network of Societies

Welcome to CFA Society® Rochester!

Check Out Our Upcoming Events

Take The Research Challenge

FEATURED EVENTS

Here's What's Happening

FEATURED NEWS

Leading the Financial Sector

News from our CFA Society and distinguished members

REPORT

Does Your Wealth Manager Measure Up?

REPORT

Why Hire A CFA Charterholder

BLOG

Research. Reviews. Ideas. Built for Investment Professionals.

PRIMARY SPONSORS

Our Sponsors

Our distinguished financial supporters this year provide support for our outreach efforts.