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 Seattle

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.