Welcome to the CFA Tampa Bay Society website, an affiliate of the CFA Institute. The CFA Institute is a nonprofit organization of more than 83,000 Chartered Financial Analysts and investment professionals from over 120 countries worldwide. Learn more at CFAIinstitute.org


Our mission is to enhance the success of our members by promoting the highest standards of ethics, education and professional excellence.

Our primary service areas are:
Ethics & Advocacy – Leading the investment industry forward with courage by taking an active role to advocate for higher ethical standards.

Professional Growth – Helping our members stay current in a continuously evolving profession by offering educational programs.

Career Development – Offering tools and resources to gain an edge and stand out at every step of their careers.

Upcoming Events

Tuesday, December 12 CFA Tampa Bay Presents Society Holiday Social and Charter Recognition Event

Tuesday, January 9 CFA Tampa Bay Presents Financial Speed Reading and Memory Improvement Workshop with Iris Reading

Search for all upcoming and past event details in our Event Calendar




CFA Society Tampa Bay Associates
CFA Society Tampa Bay accepts a limited number of associates each year.

If you are not a CFA Charterholder and are interested learning about the benefits of becoming an Associate, click here.

Welcome to CFATampaBay.org