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

ESG Analysis & Investing Course | VIII Edition - October 2023

The course, created by CFA Society Italy and POLIMI, Graduate School of Management aims to provide participants with the necessary skills to master and apply ESG analysis methodologies to the evaluation of companies and securities, to portfolio choices and reporting.

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Fixed Income - Una nuova Era

Fixed Income – Una nuova Era. The latest guidebook edited by CFA Society Italy and ADVISOR Private in collaboration with Capital Group is now available.

This new thematic guidebook is focused on fixed income securities, bank subordinated instruments and non-financial hybrids, interest rates and corporate investment grade securities, high yield credit market, convertible bonds and corporate green bonds. 

Download the guidebook

Upcoming events

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.

13 June 2023, Tuesday
Virtual Event

23rd CFA Charter Award Ceremony

CFA Society Italy Members are invited to join the Board to congratulate the CFA charterholders and CIPM certificants who earned their certification in 2022 and early 2023. This will also be the occasion to welcome the new Members who recently joined the Society. 

14 June 2023, Wednesday
Milan, The Westin Palace, Milan

CFA Level III Exam Focus

CFA Society Italy volunteers will give all the necessary information to organize your study and be prepared for the CFA Exam. This meeting is exclusively dedicated to Level III CFA Candidates and is an exclusive benefit of CFA Society Italy Members.

26 June 2023, Monday
Virtual Event

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Latest News

CFA Society Italy - Radiocor Financial Business Survey - June

Italian CFA professional investors improve their expectations on the domestic economy: while remaining in negative territory, the "Sentiment Index" registers a value equal to -37.5, increasing of about 19 points since last month.

CFA Society Italy Sentiment Index - Historical Series - June 2023

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.

27th Annual GIPS Standards Conference | 17-18 October 2023

A premier event for performance, investment, and compliance professionals from both investment management firms and asset owners to learn about the newest developments with the Global Investment Performance Standards (GIPS®).

ESG Analysis & Investing Online Certification Program | CFA Society Italy and POLIMI | 2 October - 16 December 2023

Register to the 8th edition of the ESG Analysis & Investing Online Certification Program and learn how ESG issues are integrating in the financial analysis.

Become a Volunteer Grader

CFA Institute recruits volunteer Charterholders to assist with the virtual essay exam grading process.


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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CFASI Forecast Dinner 2023

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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