The CFA Society of St. Louis (CFA-STL) promotes ethical and professional standards within the investment industry, encourages professional development through the CFA® Program, and facilitates the open exchange of information and opinions.
CFA-STL is a professional society comprised of portfolio managers, security analysts, investment advisors, and other financial professionals. The Society promotes ethical and professional standards within the investment industry, and encourages professional development through the CFA® Program and continuing education. CFA-STL facilitates the exchange of information and opinions among individuals within the local investment community and beyond, and works to further the public understanding of the CFA® designation and investment industry. CFA-STL is a member of CFA Institute, an organization with over 96,000 members from 134 countries. CFA Institute was formerly known as the Association of Investment Management and Research. With 137 member societies, CFA Institute connects members to a global network of investment professionals.
The CFA Society of St. Louis currently has over 570 members. Over 80% of our membership holds the Chartered Financial Analyst designation. For more information on CFA-STL, please follow this link
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1-10 employees
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Financial Services
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The CFA Society of St. Louis, St. Louis, Missouri 63124, US
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1948
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Portfoliomanager And Research Analyst
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The decision makers in CFA Society of St. Louis are Jack Dwyer, Ryan Tomlinson, etc. Click to Find CFA Society of St. Louis decision makers emails.
CFA Society of St. Louis provides a variety of services aimed at supporting investment professionals, including networking opportunities, educational events, and access to industry research. Members can participate in workshops, seminars, and speaker events that cover a range of topics relevant to portfolio management and research analysis. Additionally, the society offers resources for continuing education and professional development to help members stay current in the ever-evolving investment landscape.
To become a member of CFA Society of St. Louis, you must first meet the eligibility requirements, which typically include holding a CFA charter or being enrolled in the CFA Program. Interested individuals can apply for membership through the CFA Institute website or directly on the CFA-STL website. Membership provides access to exclusive events, resources, and a network of professionals in the investment community.
The CFA Program is a globally recognized professional credential offered by the CFA Institute that focuses on investment management and financial analysis. It consists of three levels of exams covering topics such as ethics, portfolio management, and financial reporting. Completing the CFA Program enhances an investment professional's knowledge, skills, and credibility, making them more competitive in the job market and better equipped to make informed investment decisions.
CFA Society of St. Louis hosts a variety of events including networking receptions, educational seminars, and guest speaker presentations. These events are designed to foster professional development and facilitate the exchange of ideas among members. Topics often include market trends, investment strategies, and ethical considerations in finance. Members are encouraged to participate actively to maximize their learning and networking opportunities.
CFA Society of St. Louis promotes ethical standards by advocating for the CFA Institute's Code of Ethics and Standards of Professional Conduct. The society organizes workshops and discussions that emphasize the importance of integrity and ethical behavior in investment practices. By providing resources and training on ethical decision-making, CFA-STL aims to foster a culture of accountability and professionalism within the investment community.
Yes, non-members are often welcome to attend certain CFA Society of St. Louis events, although there may be a fee associated with attendance. These events provide an excellent opportunity for non-members to learn about the society, network with investment professionals, and gain insights into the investment industry. However, membership offers additional benefits, including discounted event fees and access to exclusive member-only events.
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