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

Mission and Vision

Mission Statement

CFA Society Sacramento's mission is to promote the highest ethical and professional standards by offering innovative educational and career development programs and networking opportunities to our members, the investment community and key constituents in the Sacramento Region.

Vision Statement

We envision CFA Society Sacramento as an industry thought leader with a reputation for high ethical standards, operational excellence, and relevance to our members and regional investment community.

CFA Society Sacramento Bylaws

These bylaws were amended by the Board of Directors on December 16, 2021.