Membership Overview

CFA Society South Florida consists of approximately 350 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:

Benefits of Society Membership

Network

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

Learn

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.

Prepare for CFA exam

Access dynamic and educational local programs including CFA Program scholarships, live review courses and discounted CFA preparation resources
Interact with local CFA Program candidates and sign up for study groups

Advance your career

Access CFA Society South Florida job 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
Get guidance from local investment community leaders through members-only mentor program
Develop leadership skills, challenge yourself and help someone learn more about finance and investment career tracks by being a mentor

Volunteer

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:

Vincent Colicchio, CFA
Membership Director
Membership@CFASouthFlorida.org

Membership Fact Sheets

Printable Membership Benefits

Printable Membership Requirements

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Manage Your Membership

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Local members: Update your membership profile

Student Associate

Professional Associate

CFA Society South Florida Member Directory

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.)

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