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 Membership Overview

CFA Society South Florida consists of over 450 professionals in a variety of investment professions, including portfolio managers, analysts, trust officers, consultants and pension, endowment and foundation fund executives. The majority of our members have earned the Chartered Financial Analyst (CFA) professional designation awarded by the CFA Institute. The membership reflects the diverse nature of the investment profession in the South Florida area. Members are employed by major corporations, associations, unions, national, state and local government agencies, financial regulators, academic institutions, investment managers, insurance companies, broker/dealers and consultants, among others.

​CFA Society South Florida has four classes of active membership:

  1. Regular
  2. Affiliate
  3. Professional Associate
  4. Student Associate
  • ​Socialize with peers in the industry and leaders in local and global investment community. Members can register for the annual holiday party and two networking events​ per fiscal year (July 1 through June 30​) free of charge.
  • Be part of a collective global voice to develop and protect the interests of the profession
  • Connect with members virtually through members-only LinkedIn Group​


  • Attend lunch or dinner sessions including local signature events at discounted rates led by prominent industry leaders to stay abreast of relevant topics and trends. Members get complimentary attendance to annual equity panel.​
  • Obtain CFA Institute continuing education program​ credits available through events such as financial markets forecast and alternative investment panel​​. 
  • Save 20% on Cognitir's online courses, which help finance and business professionals obtain in-demand tech skills such as Python, data science, and SQL. Cognitir has trained thousands of CFA Charterholders in Python, data science, and other technical areas around the world as well as MBA students at leading programs such as MIT Sloan, London Business School, Wharton School of Business, UCLA Anderson, and Chicago Booth School of Business. These self-paced training courses are designed to bridge theory with practice so that attendees can hit the ground as soon as they complete their courses. Click here to get the discount code.  

Prepare for CFA exam


Advance your career


  • ​Access CFA Society South Florida jo​b board
  • ​Use Robert Hellmann's personalized career coaching services at a discounted rate to jump-start your job search, develop in your current role or ​build your business


  • ​Enhance your skills, build leadership acumen and make a difference in the local investment community. Learn about volunteering​ with CFA Society South Florida.​

To find out more about joining CFA Society South Florida, contact:

James B. Murphy, III, CFA
Membership Chair



 Membership Fact Sheets

​​Printable Membership Benefits

Handy references, please share with your colleagues!​

 Manage Your Membership

Already a regular or affiliate member? Find out how to manage your membership.

Local members: Update your membership profile by signing in your CFA Institute Account.

 Non-Members Mailing List

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(This registration form is for non-members only. Members are automatically registered via their CFA Institute or local CFA Society South Florida membership.)