CFA Society Kansas City serves its members by providing a regional forum for the discussion of investments, economics and finance. The organization promotes high standards of expertise and conduct among investment managers and analysts.

What is the CFA Difference?

A CFA (Chartered Financial Analyst) designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make our members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

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CFA Society Kansas City Objectives:

  • Provide members with educational programs, networking opportunities, and access to information;
  • Assist Chartered Financial Analyst candidates;
  • Enhance understanding of the investment decision-making process among the general public;
  • Raise awareness of the value of the Chartered Financial Analyst designation within and outside the industry;
  • Endorse high ethical standards among Society members and the broader investment community;
  • Encourage diversity among Society members and, therefore, in our industry;
  • Accomplish the above while maintaining a sound financial position.

Michael Marks presenting the President’s plaque to Matt Montgomery.