CFA Society Switzerland

Ethics and Professionalism for the Finanzplatz


 Take advantage of the Member Value Pack!

CFA Charterholders and Members of CFA Switzerland are in a privileged position which makes them attractive to many vendors.  Similar to university alumni organisations, the Society can help make the most of that by curating a carefully selected choice of goods and services to Members at particularly favourable terms.​​

 Digital devices

​​Projekt Neptun is a bulk purchasing scheme offered by Swiss universities for university students and select alumni organisations, such as CFA Switzerland. It offers discounted hardware, software and digital services from a range of providers. The window usually opens twice a year for about a month at the beginning of the Spring and Fall semesters respectively. Members may benefit by quoting CFA Society Switzerland as their alumni organisation and the CFA Institute Person ID as the Matrikelnummer


 Banking Services

​​Credit Suisse offers preferential terms on a range of banking services to Members of CFA Switzerland, including free Bonviva packages, discounted mortgage rates and attractive FX trading spreads. Click here​ to learn more and find your local contact person to take advantage of the offer. Also applies to existing clients! 

Saxo Bank (Switzerland) offers preferential rates to Members, both existing and new clients, provided a minimum (or additional for existing clients) funding of CHF 2000. Accounts will be credited with CHF 100, while custody is free for the first year and 50% of the regular fee (currently 12 Bp) subsequently. For Saxo's robo advisor Saxo Select, the all-in fee is reduced from 85Bp to 55Bp. Members use Saxo's digital channel for onboarding or their existing relationship, mentioning CFA Switzerland to take advantage of the offer. 

 Health insurance

We have partnered with fintech Anivo to bring Members of CFA Switzerland and their families the benefits of collective supplemental health insurance plans with atupri, CSS and Sanitas. Click below for rapid online comparison of rates and coverage! 

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 Media & Books


Candidates and Members of the CFA Switzerland are entitled to a 50% discount on most print books on Check out thousands of our leading-edge finance, investing, and leadership books…and order now!  This entitlement is for the the duration of the membership of CFA Switzerland.
Click here and enter membership code SUI50 in the promotion code field on the shopping cart and click the Apply Discount button.



Members of CFA Switzerland are entitled to a discount of up to 30% on regular annual subscription rates for the following quality Swiss media products.  This entitlement is for new subscribers only for the duration of the membership of CFA Switzerland.  Please fill in the form below to order.
The Society office will forward your details after validating your credentials and you will be invoiced separately by the publishers. Please allow 4 weeks before making enquiries on the status of your order.    


NEW! Get 20% discount on your subscription of Monocle by clicking on their logo and registering on the website.

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 Order Form

​Click here if there is no order form appearing above this line.

 Royal Overseas League

Do you spend two or more nights in expensive accommodation in London or Edinburgh? Then this home away from home is for you!

Members of CFA Switzerland may apply for membership to Royal Over-Seas League (ROSL) by completing ROSL_application_form_2017_WEB.pdf.
ROSL is a non-profit Commonwealth private members organisation, committed to supporting international understanding and friendship through social, music, arts and welfare activities.  ROSL offers its members a variety of benefits including private clubhouses, accommodation in London, and Edinburgh, reciprocal arrangements with over 80 clubs worldwide.