CFA Society San Diego - Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

CFA Society San Diego 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.


CFA Society San Diego's vision is to be the trusted resource and voice of the San Diego investment community.

Membership Profile

CFA Society San Diego currently has 595 members, including Regular, Affiliate, Retired, Candidate, and Student members.