Mission Statement

CFA SOCIETY OF COLORADO - Is a not-for-profit educational organization, whose mission is to educate and inform investment decision-makers, promote ethical standards in the industry, and assist financial professionals in career development.

Membership in the Society also confers membership in the CFA Institute, a global nonprofit professional organization of more than 70,000 investment practitioners and educators in over 100 countries. CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.

The CFA (Chartered Financial Analyst) designation is an internationally recognized credential awarded to investment practitioners who pass three sequential examinations over a minimum of three years in a broad-range of investment topics including: portfolio management, ethics, equity analysis, fixed income analysis, accounting, quantitative analysis and economics. In addition to the rigorous testing, a CFA charterholder must work in the investment profession analyzing or managing investments for at least four years and must agree to abide by the CFA Institute's Code of Ethics.