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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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Passive Investments Guidebook

Passive Instruments: the new guidebook produced by CFA Society Italy and Advisor Private, in collaboration with Amundi ETF, Indexing and Smart Beta. Passive Instruments represent, nowadays, the mostly used instrument in portfolio management, as well as one of the drivers of current and future changes in the investment industry.

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CFASI FORECAST DINNER 2021|Digital Edition

The 2021 CFASI FORECAST DINNER  will be focused on the macroeconomic outlook and the financial markets forecast for the incoming year, following the big challenges faced in 2020. The event, presented in a digital format, in collaboration with CAIA, is supported by Capital Group, Credit Suisse and UBS. Media Partner of the event: Citywire.

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Upcoming events

Award Web Event

CFA Society Italy Members are invited to join the Board to congratulate the CFA Charterholders and CIPM Certificants who earned their certifications in 2020 and welcome the new Members who joined our Society in 2020. 

21 January 2021, Thursday
Virtual Event

CFASI FORECAST DINNER 2021 | Digital Edition

During our key event, we will focus on the macroeconomic outlook and the Financial Markets forecast for the incoming year, following the big challenges which we have been facing. Our focus will be both on Traditional Asset Classes and Alternative Investments.

26 January 2021, Tuesday
Virtual Event

CFA Program: How to Successfully Pass your Next Level

CFA Society Italy is pleased to give candidates extensive information on how to successfully pass the CFA exam. This event is dedicated to already enrolled candidates and is an exclusive benefit of CFA Society Italy's active Members.

04 February 2021, Thursday
Virtual Event

CFA for Your Profession | Independent Financial Advisor

This event is dedicated to whoever is interested in learning more about a specific profession within the financial services sector. CFA for Your Profession offers the opportunity to meet senior professionals with first-hand experience in a specific field. 

09 February 2021, Tuesday
Virtual Event

Qualitative Economic Growth: Sustainable Investment Management in the post-Covid and post-global-warming era

In this webinar, three experts from the worlds of academia, finance, and investment will discuss how moving to qualitative growth will significantly affect monetary policies, will impact the stock valuation process and will open a totally new perspective for risk management and for mitigating systemic risk.

17 February 2021, Wednesday
Virtual Event

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Latest News

2020 CFA Charterholders and CIPM and new Members of the Italian Society

CFA Society Italy introduces the CFA Charterholders and CIPM who earned their certifications in 2020 and welcomes the new Members who joined the Italian Society in 2020.

CFA Society Italy Sentiment Index - Historical Series - January 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.

CFA Society Italy - Radiocor Financial Business Survey - January 2021

Italian CFA® professional investors are positive on the prospects of the domestic economy over the next six months, with the "Sentiment Index" recording a value of 15.9, further recovering from the previous two months values.

Course on ESG Analysis & Investing

CFA Society Italy and MIP, Graduate School of Business of Politecnico di Milano have created the first online course on the integration of ESG issues in financial analysis and investments. The course will be held entirely in Italian.

CFA Society Italy Sentiment Index - Historical Series - December 2020

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.

 

NEW - Course on ESG Analysis & Investing

CFA Society Italy and MIP, Graduate School of Business of Politecnico di Milano have developed the first online course on the integration of ESG issues (Environmental Social and Corporate Governance) in financial analysis and investments. The course will be held entirely in Italian and will start on February 2021.

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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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