CFASSD sponsors luncheons with presentations by top management of companies, educational seminars and workshops, and programs on economics, capital markets and other topics of current interest to the investment community.
Membership in CFASSD also confers membership in CFA Institute, a nonprofit professional organization of investment practitioners. The mission of CFA Institute is to maintain a permanent professional organization with the highest possible ehtical, professional, and educational standards within the broadly defined investment management and research community. CFA Institute was founded in January 1990 as a result of the combination of the FAF and the Institute of Chartered Financial Analysts (ICFA).
CFASSD informs members of the society's activities through periodic mailings of program announcements, employment opportunities, and other news of interest to CFASSD members. CFASSD supports the CFA examination program through study groups and a professional affiliation with Schweser to provide discounts to local CFA exam candidates.
CFASSD members, through their a affiliation with CFA Institute, are entitled to attend CFA Institute conferences and seminars at member rates and receive CFA Institute publications.