Sign In

Vision and Mission Banner.png

 Vision

CFA Society San Diego's vision is to be the trusted resource and voice of the San Diego investment community.

 Mission


The mission of CFA Society San Diego is to serve the needs of professionals in the investment decision-making process by providing a 
forum for the exchange of information and ideas among its members, by enhancing members’ investment knowledge, and by encouraging high ethical standards and professional conduct among all participants in the investment industry.

 Membership Profile


CFA Society San Diego currently has 572 members, including Regular, Affiliate, Retired, Candidate, and Student members.

Membership Report_Website Image.PNG 

 Become a Member

To earn the Chartered Financial Analyst charter, you must first apply to become a member of both CFA Institute and a CFA Institute Member Society.


 Become a Volunteer


Our San Diego investment community thrives through the commitment of our valued volunteers. 

Interested in giving back? 
We have a wide variety of opportunities with varying levels of time commitment throughout the year.


 Join our Book Club


Enjoy reading? Have an insatiable appetite for learning? Join our quarterly Book Club and get to reading! 

Join Now >>>

 Contact Us


P: 619-684-6228
F: 619-684-6228

E-mail Us​​