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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Oct 27, 2020

STUCK ON REPEAT: FAMILIAR TRENDS AND THEMES IN FINANCIAL HISTORY - Financial and economic history is an underappreciated and under-utilized tool at every investor's disposal. While no period in period in market history is exactly alike, there are undeniable trends and patterns that consistently reveal themselves over multiple centuries. History is not a detailed roadmap with clear cut routes for navigating the future. Instead, history serves as an invaluable compass that allows investors to steer themselves in the right direction amid challenging times.

https://cfarochester.cfasocietyevents.org/d/47q4z3/

Nov 02, 2020

KAPLAN SCHWESER ONLINE MOCK CFA EXAM. Register for the Level I, II or III online exam.

https://cfarochester.cfasocietyevents.org/d/n7qd3l/

Nov 10, 2020

RECENT MARKET TUMULT & PROGNOSIS FOR VALUE INVESTING with Rob Arnott, Founder and Chairman of Research Affiliates, Rob Arnott, founder and chairman of Research Affiliates, will offer his perspective on the impact of the COVID-based economic shutdown and market tumult, and will explore implications for the value investor and for asset allocation. He will also provide some high-level takeaways from Research Affiliates’ recent research on the future of value investing as well as the behavior of value over the last six recessions and recoveries. He will conclude with Q&A. CFA charterholders can report 1 hour of CE for attending the presentation.

https://cfarochester.cfasocietyevents.org/d/t7qrrl/

Dec 09, 2020

HOLIDAY PARTY - Virtual Event

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.