CFA Society Phoenix

Overview

CFA Society Phoenix is a nonprofit organization based in Tempe, Arizona. The society is part of the broader network of CFA Societies worldwide, which are affiliated with the CFA Institute. The CFA Institute promotes high ethical standards in investment markets and offers professional development opportunities for investment professionals.

Activities

The organization engages in various activities aimed at supporting investment professionals in the region. This includes providing access to educational resources, networking opportunities, and career development tools. Members can benefit from in-person, virtual, and on-demand learning activities, allowing them to enhance their skills in areas such as environmental, social, and governance (ESG) investing.

Programs and Initiatives

• CFA Program and Certifications: While the society itself does not directly administer the CFA Program, it supports candidates by offering local resources and networking opportunities. Additionally, it promotes other certifications and courses provided by the CFA Institute, such as the Investment Foundations Certificate.

• Community Engagement: The society hosts events and programs that bring together prominent figures from the investment industry. For instance, the Valley Investors Podcast features interviews with founders, CEOs, and Chief Investment Officers, discussing their experiences and views on investing in Arizona.

• Financial Literacy and Research: Members have access to research and policy updates from the CFA Institute's Research and Policy Center (RPC), which helps shape the future of the investment industry.

Financial Details

As of recent filings, CFA Society Phoenix reported revenues and expenses of approximately $226,000, with total assets of around $314,000 and no liabilities.

Notes

The society operates as part of a global network, contributing to professional development and ethical standards in finance, and provides a local platform for investment professionals to connect and grow.