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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.
To lead the investment profession locally by setting the highest standards of ethics, education, and professional excellence.

We envision a CFA Society that:
  • All serious investment professionals in West Michigan aspire to be part of;
  • Investment professionals go to when seeking continuing education;
  • Leads the financial community's thinking and practice in the area of ethics;
  • Supports local candidates in their quest to become CFA charterholders; and​
  • Partners with other local institutions and organizations to deliver on the mission.

 About CFA Institute

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


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