History and Mission

Who We Are

CFA Society Boston is a non-profit professional society that has been a point of connection for the Boston investment community since 1946. The Society provides an open forum for the exchange of fresh perspectives on industry issues and promotes ethics and integrity. Originally called the Boston Security Analysts Society, Inc. (BSAS), the Society changed its name to CFA Society Boston, Inc. in 2017.

CFA Society Boston is New England’s largest membership organization for investment professionals with close to 6,000 members. The membership represents over 650 investment firms and 96 percent of CFA Society 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 that equip financial professionals with superior analytical skills, real-world portfolio management experience, and high ethical standards.

CFA Society Boston is a founding society of CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Its aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are more than 170,000 CFA charterholders worldwide in 158 markets. CFA Institute has nine offices worldwide and there are 161 local member societies. For more information, visit www.cfainstitute.org or follow @CFAInstitute on Twitter or Facebook.com/CFAInstitute.

Mission of CFA Society Boston

CFA Society Boston members promote the highest ethical standards, best practices and professional development within the investment industry to educate and build trust in the community it serves.

Vision of CFA Society Boston

CFA Society Boston represents a diverse membership of investment professionals positively impacting society through well-informed financial decisions.

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
  • Certificate in ESG Investing

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
  • Webinars
  • Sporting events

Contact Us

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