Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

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About Us

CFA Society Cincinnati is an association of local investment professionals.  Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals we:

  • promote ethical and professional standards within the investment industry,
  • encourage professional development through the CFA Program and continuing education,
  • facilitate the exchange of information and opinions among people within the local investment community and beyond, 
  • work to further the public's understanding of the CFA designation and the investment industry.

Mission Statement

To be a relevant resource for CFA Charterholders, current and prospective CFA candidates, and other investment professionals in the Greater Cincinnati Area, by providing continuing education, mentoring, and networking opportunities, and to raise awareness of the CFA designation and its ethical standards.

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