CFA Society Italy Mission, Vision, and Strategic Objectives

To establish a direction for serving our members CFA Society Italy has adopted a formal strategic planning process and a set of values around which all of its programs, services, and initiatives revolve.


CFA Society Italy embraces the CFA Institute’s mission to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence.

Vision Summary

CFA Society Italy will be the organization for investment professionals who are dedicated to meeting the highest standards for ethical behavior, education and ongoing professional development, and excellence of practice in the profession.

Strategic Objectives

CFA Society Italy intends to contribute to the Italian investment community development through the following Strategic Objectives:

- Engage members and promote their professional and educational improvement;
- Enhancing Employers’ awareness on the value of CFA Institute’s education programs, on the high
level of ethics and professionalism of Society’s Members and on CFA Institute professional Codes;
- Encouraging a high level of ethics and professionalism in the industry;
- Enhancing investment knowledge in the general public and encouraging its request for a high level of
ethics in the financial profession, increasing the geographic outreach of the Society;
- Promoting the CFA designation and supporting CFA candidates in Italy (CIPM designation and any
other designation promoted by CFA Institute);
- Encouraging contact and communication among investment professionals.

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Latest News

12/02/2018 - CFA Society Italy Launches 7th Edition of CFASI Fund Management Challenge - Read

23/01/2018 - More than 29,000 Investment Professionals Worldwide Pass Level I CFA Exam - Read

06/11/2017 - Giancarlo Sandrin, CFA talks talks about ESG on Monitorisparmio.it - Read


04/04/2018 - Executive Presence & Storytelling | Workshop - Read

20/04/2018 - Sustainable Investment Confernece | Why It Matters? - Read

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