Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

About CFA Society Rochester

Overview

CFA Society Rochester was founded in 1955 as the Rochester Society of Security Analysts. That same year, RSSA joined the Financial Analysts Federation (FAF), which, in 1990, merged with the Institute of Chartered Financial Analysts (ICFA) to form CFA Institute.

Today, CFA Society Rochester is a premier professional association for financial services professionals located in Central and Western New York. Society's ranks include approximately 190 members with occupations spanning investment advisory, securities research, consultancy, and corporate finance.

CFA Society Rochester is a member society of the CFA Institute, a global community of more than 120,000 investment professionals working to build an investment industry where investors' interests come first, markets function at their best, and economies grow.

Mission

CFA Society Rochester aims to:

  • promote the highest ethical standards, best practices and professional development of current and future members, for the benefit of clients and the broader investing public
  • deliver educational programming, strengthen member involvement
  • promote the Chartered Financial Analyst (CFA) designation for the benefit of finance professionals in the Greater Rochester and Central NY area.