CFA Society San Diego

The CFA Society of San Diego was founded in 1962 as the Financial Analysts Society of San Diego, Inc. to promote a high standard of ethics and sound professional standards of investment management and research, and to enhance professional knowledge and skills. The Society was admitted to the Association for Investment Management and Research (AIMR) on November 4, 1963. In May 2004, AIMR became the CFA Institute. In May 2005, the Society changed its name to the CFA Society of San Diego (CFASSD), in order to more closely align with the CFA Institute and the Chartered Financial Analyst (CFA®) designation. There are approximately 500 members of the CFASSD, including security analysts, portfolio managers, bankers, and other investment professionals. Approximately 441 CFASSD members hold the Chartered Financial Analyst designation, and many others are currently candidates for this professional designation. Our Mission The mission of the CFASSD is to serve the needs of professionals in the investment decision making process by providing a forum for the exchange of information and ideas among its members, by enhancing member's investment knowledge, and by encouraging high ethical standards and professional conduct among all participants in the investment industry.