Member Directories Terms & Conditions

Mission and Vision Statement  

The mission of CFA Society San Francisco Member Directory is to enhance connection and communication among Society Members. The Member Directory serves as a critical resource, enabling members to connect, network, and identify peers within their respective professions.  

Member Directory Terms & Conditions  

By opting in to the Member Directory, you agree to follow the rules outlined in these terms and conditions. To update your participation in the Member Directory, visit the Member Directory Preference page. To update what information appears on your public profile within the directory, please visit the Public Profile page and make your edits there. 

While some members may allow you to contact them through the Message Center or by publishing their contact details, do not use the Directory for mass communication. Do not use this Directory to advertise or solicit business for a product or service you provide, even if it is free. This includes any third-party product or services. The visible information displayed in the Directory is provided by Member input and preferences. Every effort has been made to keep the information on this website accurate and current, but it is provided with no warranty of any kind by the Society.