About CFA Society Switzerland


CFA Society Switzerland boasts over 3,000 members in Switzerland, against barely 100 at inception in 1996. It is the largest CFA Institute society in continental Europe and the ninth largest globally. With more than 1,500 candidates taking the rigorous Chartered Financial Analyst® (CFA®) exam in Switzerland each year, the society’s impact on the Swiss investment community is self-evident. 

Formerly known as the Swiss Society of Investment Professionals, CFA Society Switzerland is a non-profit organization set up in 1996 as an association under Swiss Law and run by a board of volunteers. It was the first society of CFA charterholders in the EMEA region to be directly affiliated with the CFA Institute.

It is important to know that CFA Society Switzerland – like all 157 local societies – is a separate entity of CFA Institute, which shares the vision of CFA Institute, while at the same time ensuring that there is true local content & flavor. CFA Institute now has over 170,000 members and cannot reach its mission and vision without the support of local societies.


Large global network and connectivity

Member profile


Top 10 member occupations in Switzerland (source Society DataBook, March 2020)                                                            


Top 10 member employers in Switzerland (source Society DataBook, March 2020)                                                               

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. 

The vision of CFA Society Switzerland is aligned to that of the CFA Institute as to: 


  • Serve all finance professionals seeking investment management-related education, knowledge, professional development, connection, or inspiration.

  • Lead the investment profession’s thinking in the areas of ethics, capital market integrity, and excellence of practice. 


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).

  • Deliver member value through content creation, branding promotion, professional recognition, professional community building in Switzerland, and by providing volunteer experiences that broaden our members’ professional lives.
  • Build market integrity by engaging with the investment management industry, including regulators, employers, politicians, universities and other professional bodies, in order to improve investors’ outcomes and for the benefit of society.
  • Advance professional recognition by developing long term professional relationships with employers, as well as local universities and professional associations through engaging events, research and education.