CFA Society San Diego

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Blog

  • Thank you to everyone that came for our 2026 Charter Award Ceremony & Annual Member Social! Congrats to everyone that received ...

  • Congratulations to University of San Diego - Team 1 for winning the 2026 Local Finals of the Research Challenge.  Next, they will ...

  • Thank you to everyone that came for our 2026 Annual Forecast Dinner!  It was great to see everyone.  To view all 2026 Annual Forecast ...

Upcoming Events


  • Sunday
    9
    August

    Join us for San Diego FC Game on August 9th!

    Aug 9, 06:00 PM - 08:30 PM (PT)
    Come join us at the Modelo Cantina at Snapdragon Stadium for an evening of fun and networking. This family-friendly event is a great opportunity to watch the game, enjoy snacks and drinks, and mingle with fellow charterholders, their guests, and family members. Food and beverages are included with your tickets! San Diego FC will take on Club Tijuana. Event Schedule: Networking with Live DJ - 6:00pm *Tickets include beer, wine and non-alcoholic beverages Sunday, August 9th 6:00pm - 8:30pm Snapdragon Stadium Modelo Cantina 2101 Stadium Way  San Diego, CA 92108 Register Now! This is a family-friendly event! Spouses, partners, and children are welcome to join us for an evening of fun, networking, and soccer. Pricing: Members and non-members - $45  Sponsored By:
    San Diego, CA, United States

  • Tuesday
    25
    August

    Join us for a Town Hall with Interim CEO of CFA Institute

    Aug 25, 04:30 PM - 07:30 PM (PT)
    CFA Society San Diego is pleased to inaugurate its 2026/7 season with an in-person Town Hall featuring Tricia Rothschild, CFA, Interim CEO of CFA Institute. A San Diego County resident and fellow CFASSD member, Tricia leads our global credentialing organization which serves 200,000 + CFA ® Charterholders and candidates across 150+ Countries. During this age of AI and heightened financial gamification, hear how CFA Institute seeks to strengthen its connection to Societies like ours and reinforce its commitment to education, ethics and member value. Topics may include CFA Institute’s branding campaign, financial literacy initiatives, advocacy with regulatory bodies, and introduction of a new affiliate member category. Tricia will also update on the permanent CEO search at CFA Institute, and the governance and communications topics raised in a recent member petition. Join this unique opportunity to learn how you, our Society, and CFA Institute can continue to “Set the Standard” for San Diego’s financial professionals. To view the Speaker's bio - click here! Tuesday, August 25th 4:30pm - 7:30pm Lomas Santa Fe Country Club 1505 Lomas Santa Fe Dr. Solana Beach, CA 92075 Register Now!       4:30 – 5:00pm – Registration  5:00 – 6:00pm – Introduction, Presentation/Discussion, Q&A 6:00 – 7:30pm – Reception 7:30pm – Program ends      Members - Early Bird Pricing $20 (After August 3rd - $30) Non-Members - Early Bird Pricing $40 (After August 3rd - $55)
    Solana Beach, CA, United States