CFA Society Switzerland

Ethics and Professionalism for the Finanzplatz



CFA Society Switzerland boasts over 3,000 members in Switzerland, against barely 100 in 1996 at inception. It is the largest CFA Institute society in continental Europe. With more than 2'000 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 prestigious CFA Institute, which globally includes more than 147'000 members and 148 affiliated local member societies.
The vision of CFA Society Switzerland is to be a leader in fostering the highest level of knowledge, professionalism, and integrity in the investment business. Its mission is to represent the interests of our members and the investment community by:
  • Promoting the values represented by the CFA designation
  • Providing continuing professional education
  • Supporting CFA candidates
  • Encouraging contact and communication among members

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.

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The Global Passport Program allows members of participating CFA societies
​​to attend each other's society events at local member price.

 CFA Society Switzerland Bylaws

Please find following the CFA Society Switzerland Bylaws:
Bylaws as amended March 2013

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 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.