CFA Society South Africa

A Member of the CFA Institute Global Network of Societies

 Mission Statement

Non-profit organisation CFA Society South Africa serves the investment community of Southern Africa by promoting the highest standards of professional excellence and integrity.

CFA Society South Africa is an affiliate of CFA Institute (USA). In our mission to promote global-best-practice, CFA Society South Africa supports the CFA Code of Conduct & Standards of Practice and the Chartered Financial Analyst (CFA) programme. CFA Society South Africa members are principally investment and financial service professionals, academics, and regulators.  CFA Society South Africa further seeks to be financially sustainable and the organisations core areas of focus are: 

The Board recently concluded the Strategy for 2018.The Society’s Mission Statement and Vision was reviewed and collectively redefined as follows:

To represent CFA Institute in South Africa and to lead the investment profession in South African by setting the highest standards of ethics, education and professional standards. To drive industry initiatives that benefit the broader society and enhance investor protection.

We envision a Society that:

  • is a well-regarded source of industry best-practice in the areas of ethics and professional excellence;
  • all investment professionals aspire to be part of;
  • all investors value for the positive influence on the financial well-being of all members of society.