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

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

​​​​​Renewal Banner-2019.jpg​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

 CFA Society San Diego wins "Most Outstanding Society" Award!
​
Most Outstanding Society.png



​Last week​​ 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 Statement
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 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, 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! ​​

​

 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.​
KSschweser_sta_purple.png​​​​​​
​

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

 Interested in Volunteering?
​​Our San Diego investment community thrives through the commitment of our valued volunteers. Looking to give back? We have a wide variety of opportunities with varying levels of time commitment throughout the year.
  
To apply, fill out the Volunteer Application here. 

Questions? Contact our Managing Director here​. 

Tap Tuesdays at AleSmith Brewing (Miramar)

5:00 PM - 7:00 PM

"Outlook for U.S. Fiscal Policy" lecture featuring Janice Eberly

7:30 AM - 9:00 AM

Tap Tuesdays at Raised by Wolves (UTC)

5:00 PM - 7:00 PM

Tap Tuesdays at Karl Strauss (Sorrento)

5:00 PM - 7:00 PM

Tap Tuesdays at North Park Beer Co. (North Park)

5:00 PM - 7:00 PM

More..

 Book Club

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

 Contact Us

T: 619-684-6228F: 619-684-6228

E-mail Us​​

 Follow Us
​​facebook.pngLinkedIn.png​​

Links

Copyright ©2019 CFA Institute | All Rights Reserved.

Terms and Conditions | Privacy Policy