The effort of establishing CFA Society Ukraine has started in spring 2009 and resulted in the first general conference of potential members in June 2009 (the list of founding members​). The conference was a great success and evidenced strong interest from the Ukrainian investment professionals, top Ukrainian and international employers and industry regulators. As a result, an initiative group of 25 individuals was organized.​

In February 2010, CFA Society Ukraine has been accepted into the worldwide network of CFA Institute member societies.

CFA Society Ukraine will continue to expand its membership, deliver on its Mission and key objectives by Committees activities.

Starting from November 2010 CFA Society Ukraine organize annually Ukrainian Investment Forum where Ukrainian influencial leaders (business, political, science, NGO, regulators, etc.) exchange views on most important issues and shape the development strategy for Ukraine.