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CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals
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A Member of the CFA Institute Global Network of Societies

  1. YOU are the Future of Finance
  2. 10-Year Anniversary of the CIPM Program
  3. Statement of Investor Rights

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 Diversity & Inclusion Symposium on Sept 26
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CFA Society San Diego invites you to join us for our inaugural Diversity & Inclusion Symposium, held at the Marriott Del Mar on Thursday, September 26 from 8:00-1:00pm! Interact with institutional asset owners, private wealth advisors, consultants, and other investment professionals, as well as employers, candidates, and students to learn more about diversity and inclusion in the investment industry while expanding your professional network. We will have expert D&I keynote speakers​, as well as a robust slate of interactive panels to help you better integrate diversity and inclusion into your portfolio, culture, service, products, processes, and firm.

Event Brochure
Sponsor Brochure​

To purchase a corporate table or inquire about sponsorship opportunities, email our Managing Director​. 

 CFA Society San Diego wins "Most Outstanding Society" Award!
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​Recently​​ in London, during CFA Institute's ​2019 Global Society Leadership Conference, CFA Society San Diego was awarded "Most Outstanding Society" in the 350-1,000 Member Category!

The award was ​​given based on our recent accomplishme​nts in strategic direction, governance & leadership, developing future professionals, member value, market integrity, professionalism & recognition, and professionalized operations. 

 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.​

 Society Members
​CFA Society San Diego members can use the below link 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, including email address, with CFA Institute.​
  • Check for details on upcoming events.
  • Review local and regional job postings for finance and investment professionals in our Career Center​. 
  • Learn more about Affiliate and Student Membership with CFA Society San Diego.​
  • Join our LinkedIn Group here and follow us on Facebook​! 

Not a member? Email our Managing Director here​ to join our mailing list and follow us on LinkedIn​ for more info! ​​

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 A Special Thank You to our Sponsors!
​CFA Society San Diego would like to thank the Sponsors who have helped make our events possible! 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.​
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FSA Workshop (Free) for CFA Candidates

7:00 PM - 9:00 PM

Tap Tuesdays at Karl Strauss (Sorrento)

5:00 PM - 7:00 PM

CFA Level I Review Course begins!

7:00 PM - 9:30 PM

Investing in Innovation: Dispelling Myths, Embracing Momentum

11:30 AM - 1:00 PM

Book Club: "The 100-Year Life: Living and Working in an Age of Longevity"

6:00 PM - 8:00 PM

More..

 Book Club

​Register for the Quarterly Book Club Mailing List​​​.

 Contact Us

T: 619-684-6228F: 619-684-6228

E-mail Us​​

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