Home

Inspiring the Investment Community to be Trusted and Valued

Join Now
Learn More

29th Annual GIPS® Standards Conference Digital Package

Missed us in Phoenix? Purchase the digital content package by 19 December and enjoy on-demand access to sessions, presentations, and critical discussions on investment performance, best practices, SEC regulations, and ethics. Available to view from 1 December until 31 January 2026.

Purchase today

View Our Upcoming Events!

To view our upcoming events and to register click below. 

Learn More

CFA Institute Investment Foundations® Certificate

We are excited to announce that the CFA Institute Investment Foundations Certificate is back! Enrollment is open.

Learn More

Register Now to attend the 19th Annual Forecast Dinner on January 28th!

With nearly 300 investment professionals in attendance, this is one of CFA Society San Diego's most prestigious events. Featured speaker is Marko Papic, Macro and Geopolitical Strategist at BCA Research.

Register Now!

Upcoming Events


Quick Links

Recent News

  • No data found

    • CFA Institute Research and Policy Center 

    Subscribe now for the latest updates from the Research and Policy Center (RPC)! Be the first to know about the latest news, research, policy work, and standards shaping the future of the industry in key areas and get access to exclusive subscriber-only content.

     Subscribe today