History and Mission

Who We Are

CFA Society Boston is a non-profit professional society founded in 1946 that has been a point of connection for the Boston investment community, providing an open forum for the exchange of fresh perspectives on industry issues and promoting ethics and integrity. Originally called the Boston Security Analysts Society, Inc., BSAS became CFA Society Boston, Inc. in 2017.

More than 5,700 investment professionals locally and globally are members of CFA Boston, representing over 650 investment firms. 94 percent of CFA Boston members hold the Chartered Financial Analyst designation from CFA Institute. To achieve this designation, members are required to pass a series of three intensive exams resulting in financial professionals who are ethically accountable, have superior analyst skills, and real-world portfolio management experience. 

CFA Boston is a founding society of CFA Institute, the global not-for-profit organization of nearly 140,000 investment professionals. CFA Institute awards the CFA Charter, the CIPM designation and administers the Investment Certificate Foundations™ certificate program. 

Mission of CFA Society Boston

The mission of the CFA Boston is to be a community of investment professionals which promotes the highest ethical standards, best practices and professional development of current and future members, for the benefit of clients and the broader investing public.

A Place for Learning

Through extensive programming, CFA Boston is committed to providing fresh and relevant curricula designed to enrich and advance the investment community. Benefits include:
  • Topical Programming and Continuing Education
  • Career Development
  • CFA Preparatory Review
  • The CFA Institute Investment Foundations™ certificate program 

A Mix of Informational and Social Events

The Society's informational and social events cover a range of important and relevant topics throughout the year.

  • Market Dinner
  • Annual Meeting
  • Annual Sustainable Investing Seminar
  • Sporting events

Contact Us

Interested in learning more about CFA Boston?
Click here to email.