CFA Society South Florida

A Member of the CFA Institute Global Network of Societies


Count= 5
Thanks to the speakers and participants for providing an interactive discussion covering tools including ETFs, options, and futures to manage portfolio risk and improve risk-adjusted returns.

  • Mr. Ben Fulton, Managing Director, Tactical Funds
  • Mr. Matthew Moran, Head of Global Benchmark Indexes Advancement for the Cboe Options Exchange

Speakers and Volunteers
From left to right (back): Stephen Hansen, Matt Moran, Ben Fulton
From left to right (front): Ursula Auger, Maria Jose Del Barco
​, Jim Murphy


Review job listings by clicking h​ere. Open to members and non-members.

We also list CFA Institute's Career Center Florida job listings.

EMPLOYERS: Contact to list your opportunities with us! There is no charge to list a job.



Events open for registration

March 6, 2019 - Career development panel​

Register by 1 March 2019 and save $200                    

Mark Your Calendar! ​Events listed are tentative and will open for registration once details are finalized.

March 21, 2019 ​- AstraZeneca

June 12, 2019 - Annual meeting and equity panel​​​​​​​​​
​Thanks to the panelists and participants for providing an interactive discussion covering diverse career paths and professional opportunities open to women in the field of finance.

  • Mari Adam, President and Founder, Adam Financial Associates
  • Lenore Reiner, VP and Responsible Investment Strategy Specialist, Calvert Research and Management
  • Gabriela Santos, Global Market Strategist, J.P. Morgan Funds Global Market Insights Strategy Team
  • Moderator: Christina Worley, CPA/PFS, CFP®, CFA, Founder and Managing Member, Castle Wealth Management and CFA Society South Florida President


CFA South Florida is pleased to partner with the CMT Association to offer a $50 credit to CFA Charterholders interested in the CMT Program. As part of the broader CFA Institute's stackable credentialing initiative, CFA Charterholders are eligible to start the CMT Program at CMT Level II. CFA South Florida members can use the code CFAFL50 to claim their discount before February 28, 2019.​​

To learn more about the CMT Program Waiver click here

CFA Society South Florida, Inc. (the Society), is a member driven organization of financial professionals​ dedicated to the highest standards of professional competence and integrity. The Society, a non-profit organization founded in 1971, serves the investment community and its members by promoting active participation in Society programs and events and by providing useful tools to advance personal and professional development among members.

 Who is CFA Institute?

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


CFA Society South Florida is part of Global Passport Program. Regular and affiliate members of other CFA Societies can attend eligible events at member price.


Event Date
There are no items to show in this view of the "Partner Events" list.

 Non-Members Mailing List

Sign up now to get notifications of upcoming CFA Society South Florida events! Now you can sign up via text too!

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


 Follow, Join, Volunteer, Mentor


 Comments or Suggestions?