CFA Society San Diego

A Member of the CFA Institute Global Network of Societies

Congratulations to our 2018 Research Challenge Winners!

From Left to Right: Samprith Kalakata, Connor Smith,Youli Wang, and Zilu Zhong	Congratulations to the 2018 Local Final Champions from the University of California, San Diego.

2018 Forecast Dinner, Charter Ceremony and More!

	Check out the photos from our 2018 Research Challenge on ourResearch Challenge page.
	Our 2018 Forecast Dinner was a blast! Check out photos on our Forecast Dinner page.
	Check out the photos from our 2017 Annual Social & Charter Award Ceremony on our Events page.

A Special Thank You to Our Sponsors!

CFA Society San Diego would like to thank the Sponsors who have helped make our events possible!

Allianz Global Investors

Kaplan Schweser

Pathfinder Partners

Please visit the Industry Links page for more information.

To learn how your firm can help support CFA Society San Diego and reach a targeted audience of
investment professionals, please see our Sponsor Brochure.

Society Members

CFA Society San Diego members can use the following links to update personal contact information. We try to keep tabs on everyone, but with over 400 members and over 1,100 who receive our meeting notices, we sometimes have trouble keeping up with job changes and other events.

Update your personal contact information with CFA Institute.

Update your personal contact information with CFASSD, including the email address we use for meeting notices.

Check for details on upcoming events.

Check Job Listings in San Diego for finance and investment professionals in our Members area.

Learn more about Student Membership in CFASSD.

Join our LinkedIn Group here and follow us on FaceBook!

Not a member? No problem! Follow us on LinkedIn for more information!

Who is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

Upcoming Events

ThursdaySep, 2018

Program Luncheon: "China's Crisis of Success" featuring William Overholt

11:30 AM - 1:00 PM

TuesdayOct, 2018

Tap Tuesdays at Karl Strauss (Sorrento)

5:00 PM - 7:00 PM

WednesdayOct, 2018

Wealth Mgmt Symposium

3:30 PM - 7:00 PM

TuesdayNov, 2018

Tap Tuesdays at Malahat Spirits (Miramar)

5:00 PM - 7:00 PM

WednesdayNov, 2018

UCSD RT Lecture: "The Future of U.S. Trade Policy"

7:30 AM - 9:00 AM

CFA Exam Candidates

All San Diego exam candidates are eligible to benefit from the new Exam Prep Provider discounts arranged by CFA Society San Diego. By partnering with some of the leaders in exam preparation and review, including Kaplan, Kesdee, and the CFA Los Angeles Review Course, CFA Society San Diego now offers discounts to local candidates for materials. For more information, visit the CFA Preparation page.

Kaplan Schweser Products Scholarship

Kaplan Study Solutions Discounts!

Book Club

Contact Us

PO BOX 928456

San Diego, CA 92192-8456

(T) 619-684-6228

(F) 619-684-6228

E-mail Us