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Building a better investment profession

CFA Society Italy promotes the highest standards of ethics, education and professional excellence in order to serve society’s best interests.

About Us
 

Discounted access to the prestigious Analyst Prep platform for CFA Society Italy members

Thanks to the agreement signed by CFA Society Italy with AnalystPrep, from March 2024 all Society members who join will have access to the most comprehensive and exhaustive platform of teaching tools with a 50% discount.

“Net-Zero Investment Policies and Climate Risk Management” - advanced training course

On Thursday, October 9, the advanced training course “Net-Zero Investment Policies and Climate Risk Management” will officially begin, promoted by Mefop in collaboration with CFA Society Italy.

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Upcoming events

Salone SRI | Show Me The Money

CFA Society Italy will be institutional partner at Salone SRI. On 19 November, the second day of the event, you can visit us at our stand and ask information on all our activities. 

18 November 2025, Tuesday
Milan, Palazzo Mezzanotte - Piazza Affari, 6

Head Hunter Talks: a Conversation on Talent, Trends and Opportunities in Asset & Private Banking

Join us for an interactive session with two human capital professionals, guided by a moderator: pop-up deep dives and practical takeaways on trends, careers, and key skills in Asset & Private Banking.

04 December 2025, Thursday
Milan, Palazzo Touring Club

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Latest News

CFA Society Italy - Radiocor Financial Business Survey - November 2025

CFA Italy Radiocor Sentiment Index falls to -36.8 in November; analysts expect steady rates and cautious equity markets amid US political tensions and shifting inflation concerns.

Crafting real‑world impact: best practices for listed‑equity Impact Investing

A new framework from CFA Institute delineates how investment professionals can move beyond thematic labels to design listed‑equity strategies that genuinely drive social and environmental change

Redefining market risk: how viewing financial markets as complex systems can give advisors a strategic edge

The latest report from CFA Institute reframes markets through a systems lens — offering Italian investment professionals new tools for modelling uncertainty, tail risk and interconnected shocks.

Global Pension Systems strengthen, but Italy’s score reveals persistent gaps

The 2025 Mercer CFA Institute Global Pension Index spotlights rising resilience worldwide in retirement‑income systems; Italy advances, yet remains below top‑performing peers — underlining opportunities for investors, advisors and policy makers

CFA Society Italy - Radiocor Financial Business Survey - October 2025

The October edition of the CFA Italy Radiocor Sentiment Index reflects stable expectations for Italy and the Eurozone, while sentiment improves slightly for the US - yet caution continues to rise across markets.

 

Collaborative WIM Initiative - A Global Alliance to Further Inclusion & Diversity

CFA Society Italy is proud to support the Collaborative Women In Investment Management (WIM) Initiative, a partnership of about 90 supporting organizations across the US, Canada, Caribbean, EMEA and Latin America to demonstrate the commitment of the finance community to inclusion and diversity, and to support the advancement and development of female leaders of all backgrounds.

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Advance your career with CFA Society Italy membership - join our influential network of more than 190,000 among the most qualified investment professionals worldwide.

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