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 3,400 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 190,000 investment professionals dedicated to shaping an investment industry that serves the greater good.




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.