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 Overview

Our society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:

  • ethical and professional standards within the investment industry,
  • encourage professional development through the CFA Program and continuing education,
  • facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
  • work to further the public's understanding of the CFA designation and investment industry. 

As one of CFA Institute member societies, our society connects members to a global network of investment professionals.


Mission: to serve our members and the Southern Arizona investing community by promoting ethics, education, and professional excellence​.As one of CFA Institute member societies, our society connects members to a global network of investment professionals.


 About CFA Institute

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













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