Insights

Growing Membership With over 350 investment professionals including CFA charterholders, bank trust departments, mutual funds, and independent advisors, the organization presents significant opportunities for financial technology solutions, training platforms, and professional development tools tailored to investment professionals.

Expansion of Educational Programs Recent initiatives like the launch of the Chartered Financial Analyst program and women in investment management demonstrate a focus on advanced education and diversity programs, indicating a need for educational technology, content providers, and event management solutions.

Regional Influence Serving a broad geographic area from Ft. Lauderdale to Jupiter, the society's regional focus creates opportunities for localized marketing, event sponsorships, and community engagement platforms targeted at South Florida’s investment community.

Digital Engagement The use of platforms like Facebook, YouTube, and digital newsletters suggests the society values digital communication channels, providing a gateway for marketing automation, content marketing, and online event solutions to increase member engagement.

Networking and Partnerships Collaborations with organizations like the Supreme Council for Women and regional firms highlight opportunities for partnership-based sales approaches, such as sponsorship opportunities, joint events, and collaborative platforms to enhance professional networking and educational outreach.

Similar companies to CFA Society of South Florida

CFA Society of South Florida Tech Stack

CFA Society of South Florida uses 8 technology products and services including S&P Capital IQ, Microsoft Ajax Content Delivery Network, MX Technologies, and more. Explore CFA Society of South Florida's tech stack below.

  • S&P Capital IQ
    Accounting And Finance
  • Microsoft Ajax Content Delivery Network
    Content Delivery Network
  • MX Technologies
    Data Security
  • National Instruments
    Miscellaneous
  • Google Sheets
    Office Suites
  • Parse Platform
    Web Frameworks
  • Microsoft IIS
    Web Servers
  • Facebook
    Widgets

Media & News

CFA Society of South Florida's Email Address Formats

CFA Society of South Florida uses at least 2 format(s):
CFA Society of South Florida Email FormatsExamplePercentage
FLast@cfasouthflorida.orgJDoe@cfasouthflorida.org
40%
First@cfasouthflorida.orgJohn@cfasouthflorida.org
40%
Last@cfasouthflorida.orgDoe@cfasouthflorida.org
20%
First.Last@cfasociety.orgJohn.Doe@cfasociety.org
100%

Frequently Asked Questions

Where is CFA Society of South Florida's headquarters located?

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CFA Society of South Florida's main headquarters is located at Palm Beach Gardens, Florida 33410 United States. The company has employees across 1 continents, including North America.

What is CFA Society of South Florida's official website and social media links?

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CFA Society of South Florida's official website is cfasociety.org and has social profiles on LinkedIn.

What is CFA Society of South Florida's NAICS code?

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CFA Society of South Florida's NAICS code is 52 - Finance and Insurance.

How many employees does CFA Society of South Florida have currently?

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As of February 2026, CFA Society of South Florida has approximately 4 employees across 1 continents, including North America. Key team members include Director: K. F.Society Relations Manager: D. C.Membership Co-Chair: A. A.. Explore CFA Society of South Florida's employee directory with LeadIQ.

What industry does CFA Society of South Florida belong to?

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CFA Society of South Florida operates in the Financial Services industry.

What technology does CFA Society of South Florida use?

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CFA Society of South Florida's tech stack includes S&P Capital IQMicrosoft Ajax Content Delivery NetworkMX TechnologiesNational InstrumentsGoogle SheetsParse PlatformMicrosoft IISFacebook.

What is CFA Society of South Florida's email format?

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CFA Society of South Florida's email format typically follows the pattern of FLast@cfasouthflorida.org. Find more CFA Society of South Florida email formats with LeadIQ.

When was CFA Society of South Florida founded?

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CFA Society of South Florida was founded in 1971.

CFA Society of South Florida

Financial ServicesFlorida, United States2-10 Employees

CFA Society South Florida, Inc. (the Society), is a non-profit member organization dedicated to the highest standards of professional competence and integrity in the financial professions. The Society, founded in 1971, serves the investment community and its members by promoting active participation in the Society and by providing useful tools to advance personal and professional development among members.
The Society serves members living and working in South Florida, ranging generally from Ft. Lauderdale to Jupiter and is one of more than 140 CFA Institute affiliated professional societies in 150 countries and territories throughout the world. Our current membership consists of over 350 investment professionals, including members from bank trust departments, mutual funds, independent investment advisors, and other buy-side oriented financial professionals. As affiliates of the CFA Institute, we are part of a family of more than 135,000 members in 150 countries and territories, including the world’s 120,000 CFA charterholders.

If you are not a member of CFA South Florida but you would like to receive e-mail notices about our events, please contact admin@cfasouthflorida.org or sign up to receive e-mail updates via text message. Text CFASFL to 22828 to get started.

Follow CFA Society South Florida in Twitter @cfasfl
Check us out on Facebook and YouTube!

Section iconCompany Overview

Headquarters
Palm Beach Gardens, Florida 33410 United States
NAICS Code
52 - Finance and Insurance
Founded
1971
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    CFA Society of South Florida's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    CFA Society of South Florida's revenue is estimated to be in the range of $1M$10M

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