Who We Are

About CFA Society South Carolina

CFA Society South Carolina promotes the highest ethical standards and professional excellence within the local investment community. CFA Society South Carolina is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served CFA® charterholders and CFA® Program candidates locally since 2001. CFA Society South Carolina has over 230 members and is a member society with CFA Institute. Our members are part of a global network of more than 190,000 finance and investment professionals in more than 160 countries and territories. Our goal is to make a difference in the future of the profession at local level.

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 nearly 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission