CFA Society San Diego

A Member of the CFA Institute Global Network of Societies


 Registration Open: 2018 Forecast Dinner



 Congratulations to our 2017 Research Challenge Winners!

​Congratulations to the 2017 Local Final C​​hampions from the University of California, San Diego​.


 2017 Charter Ceremony, Forecast Dinner, and More!



Check out the photos from our 2017 Annual Social & Charter Award Ceremony ​​on our​ Events page

Check out the photos from our 
2017 Wealth Management Symposium ​​on our​ Events page

Check out the photos from our 2017 Research Challenge ​​on our​ Research Challenge page. ​
​Our 2017 Forecast Dinner was a blast! Check out photos from on our Forecast Dinner page.​

 A Very Special Thank You

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

Pathfinder Partners​​​​



Kaplan Schweser​​

 Upcoming Events

2018 Forecast Dinner

5:00 PM - 9:00 PM

 Who is CFA Institute?

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

 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.
  • Check Job Listings in San Diego for finance and investment professionals in our Members area.​
Join our LinkedIn Group here and follow us on FaceBook

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

 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​.

 Book Club

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

 Contact Us

PO BOX 9​28456

San Diego, CA  92192-8456

(T) 619-684-6228

(F) 619-684-6228

E-mail Us​​

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