The Vermont CFA Society is a local affiliate of the CFA Institute, a global, non profit member organization of financial analysts, portfolio managers and other investment professionals. Our history began in February 1996 when a group of financial analysts met to organize a professional society for the purpose of continued professional development. We initially incorporated on March 4th, 1996 as a chapter of the Boston Security Analysts Society. We became an independent society on April 30th, 2000. Today we have over 105 members. The job functions represented by our membership are diverse ranging from equity, fixed income and alternative investment analysts to portfolio managers, wealth managers, sales and marketing professionals and college professors.

The Vermont CFA Society serves its members by:

• Hosting dinner and luncheon events with renowned experts covering a range of topics within investment management and financial markets, as well as presentations from public corporations. Our events are open to anyone who has an interest in the topic; you do not have to be a member or a CFA charterholder to participate.




• Providing a forum for education, networking and the exchange of ideas and information among the Vermont investment community.




• Encouraging high ethical standards and professional conduct among all participants in the investment industry.




• Providing assistance in CFA exam preparation, including scholarships and mock exams.




• Working to further the public’s understanding of the CFA designation and the investment industry.