About Us

iStock-845236768.jpg

CFA Society Alabama Mission Statement:
CFA Society Alabama’s mission is to promote and advance the professional excellence, ethical behavior and fellowship of our members through quality programs, educational offerings, and volunteer opportunities.

iStock-845236768.jpg

CFA Society Alabama is a statewide organization that operates with the goals of creating a community of investment professionals in Alabama, advancing ethics and standards in the industry, and increasing awareness of the CFA Charter

CFA Society Alabama is a statewide organization that operates with the goals of creating a community of investment professionals in Alabama, advancing ethics and standards in the industry, and increasing awareness of the CFA Charter

Screen Shot 2020-09-21 at 3.03.03 PM.png
 

EVENTS

Each year, CFA Society Alabama strives to deliver a diverse line-up of high caliber speakers and local networking events. In 2018–2019, the Society hosted 12 events, including: 8 monthly luncheons, a CFA Night at the Barons baseball game, new charterholder recognition dinner, Birmingham Financial Alliance joint social, and Annual Forecast Dinner at the Barber Motorsports Museum.

SCHOLARSHIP

CFA Society Alabama, with support from CFA Institute, provides financial assistance to CFA candidates through the CFA Access Scholarship program. This program supports several students each exam cycle by reducing the enrollment fee for qualifying applicants. Additionally, our Society supports students at those Alabama colleges and universities participating in CFA Institute’s University Affiliation Program.

MEMBERSHIP

Membership is open to CFA charterholders and candidates enrolled in the CFA Program who are actively pursuing the Chartered Financial Analyst designation. Dues are $125 annually for regular and affiliate members, and $50 annually for retired members. Membership benefits include: professional development, advocacy, networking opportunities, and education.

CFA Institute is a global community of investment professionals working to build an investment management industry where investors’ interests come first, financial markets function at their best, and economies grow. We advocate for financial market integrity and develop and promote ethical and professional standards, such as the Global Investment Performance Standards (GIPS®) and the Asset Manager Code of Professional Conduct ™, and our members uphold our industry-leading Code of Ethics and Standards of Professional Conduct.

iStock-845236768.jpg

"CFA Society Alabama’s mission is to promote and advance the professional excellence, ethical behavior and fellowship of our members through quality programs, educational offerings, and volunteer opportunities. Further, the society works to engage with local institutions, universities and the public to promote the highest standards of ethics, education and professional excellence in the investment profession."

- Jason Murray, CFA Alabama President '20-'21