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Discover the Latest Insights
Stay current with the latest practices, trends, and industry updates by attending our events. We cater our continuing education to the needs of local charterholders and industry professionals, providing you with high quality, specialized seminars and panels. As a member, you receive discounts on our continuing education events and are provided with the first opportunity to register before they sell out.
Be Part of a Local Network of Industry Professionals
With over 3,400 members and regular networking opportunities, you are certain to connect with some of the best and brightest in the finance community. We also reach over 10,000 finance professionals through our email and social media network.
We also work with employers, universities, media, and regulators to raise awareness to the value of the CFA designation.
Advance your Career
Whether you are currently searching or just want to advance where you already are, we offer career advancement mentoring, a free for members job board, member headshot days, and monthly job search forums to keep you moving forward.
Shape the Future of Finance
Make an impact on the investment industryby sharing your experience, expertise, and perspectives through our vast volunteer programs. Opportunities range from serving on a committee to volunteering at the local food bank to lending your time back to the Society.
March 8 International Women's Day Event: #Pressforprogress – Advancing Women in Finance
April 3 - April 6 Sustainatopia San Francisco
September 12 - 14 PRI in Person 2018