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With over 11,000 members, CFA Society New York (CFANY) is the largest CFA society in the world.

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We are chief investment officers, portfolio managers and leading analysts on both the buy-side and the sell-side of the industry. Over 95% of our members are CFA charterholders.

80-Year Legacy

Through generations of investment professionals, CFANY has remained steady as a leading forum for the investment community since 1937, and a hub for objective, independent thought. Members benefit from exclusive content, invaluable leadership opportunities and unparalleled access to a network of industry leaders. Your membership supports the legacy of Benjamin Graham—the father of value investing, and the founder of CFA Society New York.

Industry Experts. Key Issues. Premium Events.

Tue 22

Value Investing Education Workshop

January 22 @ 6:00 PM - 8:00 PM
Wed 23

American Gas Association Luncheon Presentation

January 23 @ 11:30 AM - 1:30 PM
Thu 24

Data Science in Finance: Looking Beyond the Hype

January 24 @ 8:30 AM - 5:30 PM
Fri 25
Tue 29

The Inaugural CFANY New Jersey Social

January 29 @ 6:00 PM - 8:00 PM
Feb 26

Value Investing Education Workshop

January 22 @ 6:00 PM - 8:00 PM

American Gas Association Luncheon Presentation

January 23 @ 11:30 AM - 1:30 PM

More Events
Past Events

Shape the Conversation

Shape the Conversation

The Seven Kinds of Asset Owner Institutions

By Tom Brigandi and Sloane Ortel

“A very useful, descriptive piece for people to understand everything they need to know about asset owners in one place.”
– Paul Smith, CFA, CEO, CFA Institute
Read Now

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Continue your commitment to professional excellence and stay connected with CFA Society New York. For more information click a button below.

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Membership Benefits
CFANY News

The GLOBAL PASSPORT PROGRAM allows members of participating CFA societies to attend each other’s society events at the local member price.

When you travel, contact the local society using the Society Directory to learn about eligible events and other networking opportunities.

Featured Event

3RD ANNUAL ENDOWMENT & FOUNDATION CIO ROUNDTABLE

Thursday, December 6 | 5:30 – 9:00 PM

As Endowments and Foundations seek to take a more hands-on approach to investment management and increase the complexity of their portfolios by moving into new markets, their perspectives and approach towards these goals offer a valuable lesson for investors.

Details & Registration

Wall Street Prep

EXCLUSIVE CFANY DISCOUNT APPLIED AT CHECKOUT

Financial and Valuation Modeling
Master financial and valuation modeling in this 3-day intensive boot camp.

Next Date: January 30 – February 1


Excel Visual Basic (VBA) for Finance
Learn to use Excel VBA like a pro. No coding experience needed!

Next Date: March 21-22


FP&A Technical Mastery
Hone your skills in modeling, data, analysis and presentation, forecasting and budgeting.

Next Date: August 13-15

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GET IN TOUCH

View our “Contact Us” page, or email us directly for all sponsorship and/or membership-related inquiries.

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CFANY NEWS

Press releases, announcements and additional coverage of CFA Society New York.

Press Release

CFANY WINS TWO 2018 SOCIETY EXCELLENCE AWARDS FROM CFA INSTITUTE

NEW YORK, MAY 16, 2018 — CFA Society New York (CFANY) has been recognized by CFA Institute, the global association of investment professionals that sets the standard for professional excellence, as the 2018 recipient of Most Outstanding Society. The 2018 Society Excellence Awards recognize CFA Institute member societies who have made an outstanding impact and contribution to delivering member value and furthering the mission of CFA Institute in their communities. The Outstanding Society award recognizes exceptional across-the-board performance in all areas, including..

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Read About 2017 Awards

ARPM Bootcamp

6-Day Intensive Course Aug. 14-19

Members of the CFA Society New York are entitled to an affiliate discount. Visit the event page to obtain the discount code and pay a discounted rate of $1,800 (vs. the regular rate of $2,300). In 6 intense days, the Advanced Risk and Portfolio Management Bootcamp consolidates.. MORE >>>

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SOCIETY NEWS

CFA Society NY & The Hong Kong Society of Financial Analysts Work Jointly to Expand Asset Owner Series Globally

See Press Release