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 Overview

CFA Society South Africa is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:

  • ethical and professional standards within the investment industry,
  • encourage professional development through the CFA Program and continuing education,
  • facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
  • work to further the public's understanding of the CFA designation and investment industry.

As one of the CFA Institute member societies, our society connects members to a global network of investment professionals.

 Mission Statment

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). 

The Board recently concluded the Strategy for 2019.The Society’s Mission Statement and Vision was reviewed and collectively redefined as follows: 

Mission:

To represent CFA Institute in South Africa and to lead the Investment profession in Southern Africa 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:

  • To be the leading source of industry best-practice in the areas of ethics and professional Excellence
  • To serve all finance professionals seeking investment management-related education, knowledge, professional development, connection, or inspiration
  • To have a positive influence on the financial well-being of all members of society.

 About CFA Institute

CFA Institute is a global, nonprofit member organisation of financial analysts, portfolio managers, and other investment professionals.