About

CFA Society of San Francisco is a non-profit membership organization for investment  practitioners, and is one of 135 member societies of CFA Institute. Serving more than 3,000 members in the Bay Area, CFASF’s mission is to promote high standards of competence and ethics as embodied in the Chartered Financial Analyst® (CFA®) designation; encourage the professional development of its members through continuing education, social interaction and the exchange of investment ideas and information; and enhance awareness of the investment profession and CFA® designation within the community.

CFASF members' job functions include equity, fixed income & alternative investment analysts, portfolio managers, investment advisors, sales/marketing, partners, principals & CEOs.