Join the Career Skills Academy!

Book now for sessions between 28.10 and 26.04

The 13th CFA Institute Research Challenge 2021/2022 in Switzerland and Liechtenstein

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Be The Advisory Specialist That Inspires Client Confidence

Check out our new offer SAQ CWMA Recertification Courses

Learn how to make a difference in your career—and the world.

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CFA Society Switzerland - The Peak Of The Swiss Financial Community

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News

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24 Nov 2021

Analysts see no near-term end to the Swiss franc’s strength

27 Oct 2021

Financial analysts more subdued for the winter

29 Sep 2021

ESG investments highly relevant to Swiss financial analysts

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Welcome to CFA Society Switzerland

The mission of CFA Society Switzerland is to lead the investment profession in Switzerland by fostering the highest standards of integrity,

knowledge and professionalism in the investment industry, for the ultimate benefit of society.

It represents more than 3,000 members to promote the values represented by the CFA® designation,

provide continuing education, support CFA candidates, and strengthen the network between members.

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Career Skills Academy

Transferable skills play an increasingly important role in the work environment and the asset management industry is not an exception. In response, CFA Society Switzerland is pleased to introduce a new series of events, called the Career Skills Academy!

SAQ CWMA Recertification Courses

CFA Society Switzerland now provides world class courses for client advisors in Switzerland.

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CFA Institute Certificate in ESG Investing

Our CFA Institute Certificate in ESG Investing gives you the knowledge you need to manage investments with a focus on integrating environmental, social and governance factors.

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Member testimonials

“Membership in CFA Society Switzerland and CFA Institute is a great way to connect with like-minded and career-focused individuals in the industry both locally and all around the world. As a volunteer for CFA Society Switzerland, I have been fortunate to meet a lot of great people here.”

Steve Rodgers, CFA, Consultant, Career Mentoring Program Lead

“I’m reactivating my membership because in the last year I have been more engaged as a volunteer and I have attended some events. Being more involved allowed me to get a deeper understanding of the quality of the CFA Society Switzerland in promoting the professional development of its members and in fostering a sense of community among the Swiss CFA Charterholders.”

Pascal Cortesi, CFA, JP Cortesi Investments SA, Candidates Committee Chair

“I renew my membership every year as CFA Society Switzerland fosters professionalism and ethics in our home market, takes a lead in developing our financial center and provides a wealth of educational and career events for members. All this enables members serving their clients in the utmost professional and ethical way, thereby driving members’ professional franchise. Moreover, CFA Society Switzerland actively partners up with universities to support graduates entering the investment profession.”