New Charterholder & Candidate Recognition
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When: Thursday, November 7
4:30 p.m. - 7:00 p.m. (Program starts promptly at 5:00 p.m.)
Where: Marines' Memorial Club & Hotel
609 Sutter St
Commandant's Room, 10th Floor
San Francisco, California  94102
United States

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New Charterholder Ceremony & Candidate Recognition

Have you received your CFA charter this year? Sit for the June 2019 CFA Program exam?

If so, CFA Society San Francisco would like to recognize you for your hard work and accomplishments and cordially invite you to an evening reception. New charterholders will be recognized by name and given a memento charter to display at work or home. June 2019 exam candidates, come celebrate completing your exam. Whether you passed your exam or are retaking the same level next spring, we invite you to join in this annual recognition and celebratory reception.

All regular members are encouraged to join us in welcoming our new charterholders to the Society and supporting our candidates.



New Charterholders and June 2019 Candidates: FREE

This event is free for new charterholders and June 2019 candidates. New charterholders* may invite up to two free guests. Any additional guests will be invoiced at $50 per guest. If you have yet to receive a discount code to attend for free or need to add guests, please contact with your:

  • Name
  • CFA Institute ID number
  • Two guest’s names and emails

 *If your received your CFA designation AFTER 10/21/2019, your diploma-sized charter will be available at the 2020 New Charterholder & Candidate Recognition Ceremony. 


Members: $25.00

Non-Members: $50.00



4:30 p.m. - Registration

5:00 p.m. - Presentation & Key Note

5:30 p.m. - CFA Charterholder Recognition

7:00 p.m. - Event Concludes


235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E:

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