Our Mission

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.

Our Vision

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

Our Strategic Plan

CFA Society Boston began implementing a three-year strategic plan in 2021. With the input of society members, volunteers, leadership and staff it was determined the focus would be on 3 main pillars.

  1. Personal and Professional Development: Society members enjoy a satisfying career and a competitive professional advantage in the marketplace, modeling best practices in investment decision-making and client partnerships.
  2. Diversity: The investment profession is more representative of society, offering opportunities for participants committed to successful investment management.
  3. Community Development: Society members create a culture in which they support each other to foster successful professionals and support the community to promote the importance of investing and financial literacy.

In addition to these main pillars the society will have an overarching foundational, diverse community goals, including building a diverse, engaged, and supportive network of peers committed to advancing the profession of investment management in an ethical manner.

View the Strategic Plan

Our Year in Review

CFA Society Boston has accomplished a great many initiatives in the 2022-2023 and 2023-2024 membership years. Watch now to learn more about the society from our dedicated volunteers and our CEO! 

Our By-Laws

CFA Society Boston was founded in 1946 and incorporated in 1969. CFA Society Boston is a founding member society of CFA Institute. The articles of Organization and Bylaws outline information regarding ethics and standards of professional conduct, meetings of members, membership, elections of Board of Directors and officers, and types and duties of officers and committees. 

CFA Society Boston Bylaws

Our Media

CFA Society Boston is proud to promote the activities and initiatives of the society to the local and global media. 

Read Media and Press Releases

A Message From Our Chair, Sarah Samuels, CFA, CAIA