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​CFA Society Seattle promotes the highest ethical standards and professional excellence within the local investment community. CFA Society Seattle is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors and other financial practitioners, serving CFA charterholders and CFA Program candidates locally since 1974.

Our Mission:

To advance our members' investment knowledge and careers by providing educational and networking opportunities, while promoting the CFA charter and investment ethics in the Puget Sound area.

Our Vision:

Our vision is to establish a trusted community of knowledgeable investment experts in the Puget Sound region.