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 Society Profile

​​​CFA Society San Diego currently has 509 members. 

Below is a breakdown of our membership by industry and title.

​​​​CFA CHARTERHOLDE​​R ​INFO
%
​​CFA charterholder​​​
​90%
​​Non-charterholder
​10%

​​​​INDUSTRY CLASSIFICATIONS​
%​TITLES & OCCUPATIONS​%
​​​Broker Dealer, Investment Banking
​​9%​Analyst, Equity & Fixed Income​​9%
​​Commercial/Retail Banking, Bank Trust Departments
​5%​A​nalyst, Other ​​6%
​​​Consulting Firm
​9%​CEO, Chairman, Partner, Principal
​10%
​​Corporate/Public Sponsor & Foundation/Endowment
​2%​​Chief Investment Officer
​9%
​​​Insurance Company​
​​0%​​Investment Banker
​8%
​​Investment Company/Mutual Fund
​37%
​​Investment Counselor
​10%
​​​Investment Management Counseling​
​​26%​​Investment Firm Manager​9%
Other businesses (government, academic)​12%​​Portfolio Manager​
​17%
​Sales/Marketing​2%

​​Securities Trader
​9%

​Other​​11%

 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.