About Us
CFA®上海协会（CFA Society Shanghai），即上海浦东特许金融分析师协会，于2020年11月经上海市浦东新区社会团体登记管理机关批准设立，是由CFA持证人发起成立的金融投资领域专业组织、非营利性社团法人，是继北京协会、深圳协会、成都协会后，中国大陆地区第四家正式注册成立的CFA持证人地方协会。
CFA上海协会致力于通过组织和协办各类专业活动，包括专业讲座、行业峰会、人脉拓展交流活动等，为本地CFA持证人提供最优质的会员服务，积极推广CFA Institute在全球建立与倡导的金融投资行业道德操守和专业标准，为高端金融从业者建立一个高效专业的沟通、学习平台，为打造上海国际金融中心浦东核心功能区人才环境贡献力量。
作为全球 160 多家CFA持证人地方协会的一员，CFA上海协会将依托上海国际金融中心的独特优势，在新发展格局下，把握时代脉搏、合理利用资源，积极推动与全球其他地方协会的多方位合作，促进优质金融人才的深层次交流，建设具有国际影响力的CFA地方协会，成为上海地区金融业进行国际交流的绿色通道。
CFA® Society Shanghai is a professional association as well as a non-profit organization specializing in investment management. Approved by the Shanghai Pudong New Area Administration of Social Organizations in November 2020 and established by CFA charterholders, it is the forth CFA Society officially registered in mainland China.
CFA Society Shanghai is committed to providing high-quality member services to support CFA charterholders' careers by organizing events including professional lectures, industry summit and networking activities. In pursuit of its goal to contribute to the creation of a talent environment in Pudong, the core functional area of Shanghai International Financial Center, CFA Society Shanghai actively promotes the ethics and professional standards of the financial investment industry established and advocated by CFA Institute, and establishes an efficient and professional communication and learning platform for high-end financial practitioners.
One of the 160 CFA Societies globally, CFA Society Shanghai uses the unique regional advantages of Shanghai International Financial Center and rationally use resources to build a society with international influence. To become a channel for international exchanges in the financial industry in Shanghai and promote in-depth exchanges of high-quality financial talents, CFA Society Shanghai also actively promotes cooperation with other societies.