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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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Course on ESG Analysis & Investing

Registrations are now open for the 2nd edition of the 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 in May 2021.

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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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Upcoming events

CFA for Your Profession | Portfolio Manager – Global High Yield & Emerging Markets

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. 

11 March 2021, Thursday
Virtual Event

Implementing SASB Sustainability Disclosures

In this one hour-webinar co-hosted by CFA Institute and CFA Society Spain and in association with SASB's FSA Western Europe Club we will look at how SASB Standards enable businesses to identify and manage financially material sustainability issues.

18 March 2021, Thursday
Virtual Event

CFA Candidate Information Briefing

CFA Society Italy is pleased to give extensive information on 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.

18 March 2021, Thursday
Virtual Event

Empower your Career with CFA Society Italy

CFA Society Italy kindly invites its Members to join our exclusive meeting with one of the Italian top head hunters. 

To adjust to an ever changing financial industry, Members will learn about new trends and receive helpful advice for enhancing their individual careers.

24 March 2021, Wednesday
Virtual Event

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Latest News

Politecnico di Milano wins the CFA Institute Research Challenge - Italy

Politecnico di Milano wins against University of Naples Federico II and Luiss Guido Carli University with a financial analysis on ERG and is now ready for the EMEA regional. The global final will be held on April 22.

CFA Society Italy Sentiment Index - Historical Series - March 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 - March 2021

Italian CFA® professional investors are positive on the domestic economy over the next six months, with the "Sentiment Index" recording a value of 48,8, close to the historical maximum.

CFASI FORECAST DINNER 2021|Digital Edition - Conference Recording

Read the two articles published by Citywire on the CFASI Forecast Dinner 2021 conference, including the recording of the event.

Course on ESG Analysis & Investing - Second Edition

The second edition of the SG Analysis & Investing course developed by CFA Society Italy and MIP - Politecnico di Milan will start on May 5, 2021. Registrations open.

 

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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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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