Who We Are

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

Learn more about CFA Institute and its mission

CFA Society Taiwan

CFA Society Taiwan is a non-profit organization founded in July 2007 by volunteer CFA charterholders or Regular members of CFA Institute. As the 135th professional society of the global CFA Institute, CFA Society Taiwan is in a move to advance the investment profession by enhancing investment knowledge and encouraging high ethical and professional standards throughout Taiwan.​

CFA Society Taiwan promotes awareness and understanding of securities analysis, investing, and the operation of the securities markets. CFA Society Taiwan's members are recognized as ethical, knowledgeable members of the investment decision-making community.

As a not-for-profit educational organization, CFA Society Taiwan​ mission is to educate and inform investment decision-makers, promote ethical standards in the industry, and assist financial professionals in career development.

We aim - 

to provide a forum for education, information and communication centered on the needs of investment professionals;
to enhance awareness of the investment profession and the CFA charter within the community;
to promote professional behavior and high ethical standards in the financial market;
to represent and advance the interests of our members


CFA Society Taiwan中文名稱為「台灣金融分析專業人員協會」,係於中華民國96年7月2日於中華民國內政部登記立案之人民團體,團體類型為社會團體。