Renewal of Your Membership is Due 31 July
Renew Now
CFA Society Switzerland - The Peak Of The Swiss Financial Community
Find out more
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.
Learn more

News / Events

View All
26 Jul 2022 | Emi Paolo Palma
Cryptocurrencies and Digital Assets Valuation Models: New Course Available!
Read more
5 Jul 2022
Financial Market Survey June 2022
Read more
5 Jul 2022
Generations Conference: 6 October 2022 (Forum for Family Offices)
Read more
10 Jun 2022
Congratulations to Eelco Fiole, CFA, the 2022 Inspirational Leader Award winner for Ethics!
Read more
25 May 2022
Financial Market Survey May 2022
Read more
18 May 2022
Renew your membership today!
Read more
View All

Generations Conference 2022

The annual Generations Conference is an independent, personable forum of education dedicated to the real issues and unique challenges facing family businesses, Family Offices (FOs) and Family Foundations as well as asset owners.

 

Program and Registration

 

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.

 

Learn more

 

Discover

SAQ CWMA Recertification Courses

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

  Learn More                                                                                Watch Video

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. 

Learn More                                                                               Watch Video

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.”

Olivier P. Müller, CFA, University Relations Committee Chair