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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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Emerging Markets Guidebook

This latest guidebook edited by CFA Society Italy and Advisor Private, in collaboration with Capital Group, analyses the importance of the Emerging Markets in today's and tomorrow's investment portfolios. Authors: Luca Castoldi, CFA, Anna Paola Marchi, CFA, Thomas Odermatt, BA, MSc, Federico Reggianini, CFA and Giovanni Semprini, CFA.



Equity Crowdfunding Guidebook

CFA Society Italy is pleased to introduce a new guidebook written by Marcella Pasi, CFA and CFA Society Italy Board Member, Oriana Cardani, CFA, Laura Oliva, Roberta Pierantoni and Patrizia Saviolo, CFA. Equity crowdfunding has opened up investing in startups to everyone, not just institutional investors or HNWI. The aim of this book is to describe the phenomenon within the italian context and analyze what are the drivers that makes an equity crowdfunding campaign successful, providing metrics for interested investors and entrepreneurs.  

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Latest News

Cognitir Professional Virtual Bootcamps

Cognitir is a global training company that partners with many of the largest CFA societies globally, and has brought hands-on technical skills to thousands of finance professionals. Discounted price on courses for CFA Society Italy Members.

25th Annual GIPS® Standards Virtual Conference - 26-27 October 2021

Join us to hear from industry experts and network with industry colleagues. The leading industry event for investment performance and compliance professionals, from both investment management firms and asset owners.

Try getAbstract today!

getAbstract finds and summarizes the best business books, articles, podcasts, and video talks from the world’s leading authors and most innovative thinkers.

Morningstar Investment Conference - 9 November 2021

Registrations for the Morningstar Investment Conference are now open! The conference will take place digitally on Tuesday, 9 November 2021.

CFA Society Italy Sentiment Index - Historical Series - October 2021

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.


Collaborative WIM Initiative

CFA Society Italy is proud to support the Collaborative Women In Investment Management (WIM) Initiative, a partnership among 70 CFA societies and FPA chapters across US, Canada, EMEA and LatAm in a joint effort to promote inclusion and diversity in the investment management profession.

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Advance your career with CFA Society Italy membership - join our influential network of about 170,000 among the most qualified investment professionals worldwide.

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