The CFA Society of Cleveland, formerly The Cleveland Society of Security Analysts, was founded in 1950 and provides investment-related programs and services to the northeast Ohio based membership. The CFASC has approximately 450 members, and is a member society of CFA Institute, formerly the Association for Investment Management and Research (AIMR). AIMR was formed in January of 1990 as a combination of the Financial Analysts Federation, founded in 1947, and the Institute of Chartered Financial Analysts, and was renamed CFA Institute in 2004. CFA Institute currently represents more than 70,000 investment professionals in over 117 countries.
Our Mission
The mission of the CFA Society of Cleveland is to promote excellence, education and integrity in the investment management profession.