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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.

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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.

Investing in professional growth: CFA Society Italy and POLIMI GSoM expand executive education opportunities

CFA Society Italy has strengthened its long-standing collaboration with POLIMI Graduate School of Management, offering members exclusive access to three executive education programmes designed to address some of the most significant trends transforming the profession.
Investing in professional growth: CFA Society Italy and POLIMI GSoM expand executive education opportunities

Upcoming events

Beyond the Headlines: Securitised Markets and the Role of CLOs

Explore the expanding role of securitised assets and CLOs from portfolio construction to trading-desk dynamics. With Jessica Leoncini of Janus Henderson Investors and Nicolò Macellari of Intesa Sanpaolo IMI Corporate & Investment Banking Division.

24 September 2026, Thursday
Milan, Intesa Sanpaolo | Sala Convegni

CFA Candidate Information Briefing

CFA Society Italy is pleased to give extensive information on the CFA Program and the value of the CFA Charter. This event is dedicated to prospect candidates and open to non Members of CFA Society Italy.

24 September 2026, Thursday
Virtual Event

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Latest News

Beyond AI and Geopolitics: Structural Reform Is Creating New Investment Opportunities

From deregulation to corporate governance and currency reform, policy changes across global markets are creating new opportunities for long-term investors.

Opening Private Markets to Retail Investors: Europe’s ELTIF Test

A new CFA Institute report examines whether Europe can broaden access to private assets while preserving investor protection and supporting deeper capital markets.

Longevity Risk: Rethinking Financial Planning for Longer Lives

CFA Society Italy and ADVISOR bring together the financial industry, professionals and academia to explore how longer lives are reshaping savings, investment and wealth planning.

CFA Society Italy Sentiment Index - Historical Series - September 2026

The monthly “CFA Society Italy Financial Business Survey & Sentiment Index” is the result of interviews to Italian financial professionals who are members of CFA Society Italy

CFA Society Italy - Radiocor Financial Business Survey - September 2026

Current conditions improve slightly, but expectations for growth remain subdued as inflation and interest rate pressures persist.

 

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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