CFA Society of South Florida Email Format
Financial ServicesFlorida, United States2-10 Employees
CFA Society of South Florida is a non-profit professional association dedicated to maintaining high standards of competence and integrity within the financial services industry. Founded in 1971 and based in Palm Beach Gardens, the Society serves the South Florida investment community—from Ft. Lauderdale to Jupiter. As an affiliate of CFA Institute, it is part of a global network of more than 140 affiliated societies and supports a local membership of over 350 investment professionals. The Society supports its members by encouraging active participation and by providing resources to advance personal and professional development. Its members come from bank trust departments, mutual funds, independent investment advisers, and other buy-side financial professionals. This local organization connects with the broader CFA Institute community, reflecting its role within a global professional network.