About CFA Society Switzerland

 

CFA Society Switzerland's mission is to generate value for investment management professionals and engage with the investment industry to advance ethics, market integrity, and professional standards of practice, which collectively contributes value to society.

CFA Society Switzerland includes over 3,600 members.
It is the largest CFA Institute society in continental Europe and the eighth largest globally.

The CFA Society Switzerland is a separate entity of CFA Institute, though we are pleased be part of a global association of over 207,000 investment professionals dedicated to shaping an investment industry that serves the greater good.


 

Member profile

 

Top 10 member occupations in Switzerland (source Society PitchBook, October 2025)                                                            

 

Top 10 member employers in Switzerland (source Society PitchBook, October 2025)                                                               

Mission, Vision and Strategy

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 management industry for the ultimate benefit of society. 

 

Our vision is to shape and strengthen the Swiss financial industry through expertise, commitment, and engagement.

 

CFA Society Switzerland works actively with other CFA Societies worldwide to meet these objectives. CFA Institute and all CFA Societies worldwide promote the values found in the CFA Institute Code of Ethics and Standards of Professional Conduct.

 

Learn more about the mission of CFA Institute (https://www.cfainstitute.org/en).

• Increase relevance, influence and impact
• Enhance member value and engagement
• Grow membership across all categories
• Revenue diversification
• Financial strength