CFA Society South Florida

A Member of the CFA Institute Global Network of Societies

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4/17/2019

​Please check out the three archived presentations from the Wealth Management Conference using the link below:

http://cfainstitute.gallery.video/wealth19

  • New Regime (US) Tax Strategies for High-Net-Worth Investors by Robert N. Gordon
  • The Behavioral Investor by Daniel Crosby
  • Capital Markets Review and Update by David P. Kelly, CFA

If you need additional materials, please contact the CFA Institute at info@cfainstitute.org.

  
4/10/2019

Events open for registration​

​May 1, 2019 - ​SEC Regulatory Update

Mark Your Calendar! ​Events listed are tentative and will open for registration once details are finalized.
June 12, 2019 - Annual meeting and equity panel​​​​​​​​​


Download the CFA Institute Members App for Apple or for Android.​​
  
4/10/2019

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 Placements@cfasouthflorida.org to list your opportunities with us! There is no charge to list a job.


 

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.

 

 
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 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.)​


 
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