CFA Society - Miami

CFA Society - Miami A proud member of the CFA Institute global network of societies. CFA Society Miami is a non-profit organization founded in 1991.

CFA Society Miami is a member society of CFA Institute, a global membership organization that awards the Chartered Financial Analyst designation and strives to lead the investment profession globally by setting the highest standards of ethics, education and professional excellence. It was initially established as the Miami Society of Financial Analysts and was renamed CFA Miami in 2004. CFA Societ

y Miami serves as the knowledge core for the local investment community by promoting active participation among its members and sponsoring a forum of speaking engagements on timely and relevant topics spanning accounting, derivatives, economics, ethics, fixed income and equity markets, and securities.

Thank you to everyone who joined us for this special in-person session with Phillip Towes, author of The Behavioral Port...
04/01/2026

Thank you to everyone who joined us for this special in-person session with Phillip Towes, author of The Behavioral Portfolio. We appreciate you being part of such an engaging conversation and helping make the event a success!

Thank you to everyone who joined us this evening for an engaging Networking Happy Hour at Rooftop  with CFA Society Sout...
11/07/2025

Thank you to everyone who joined us this evening for an engaging Networking Happy Hour at Rooftop with CFA Society South Florida! We appreciate your participation and the meaningful connections shared throughout the evening.

Visit our website for more event info - link in bio. We look forward to seeing you at our next event!

Book Club Relaunch was a success! Stay tuned for updates on our next great read. 📚🤓
10/31/2025

Book Club Relaunch was a success! Stay tuned for updates on our next great read. 📚🤓

📚✨Join CFA Society Miami for the relaunch of our Book Club on October 29th!We’re kicking things off with The Hour Betwee...
09/15/2025

📚✨Join CFA Society Miami for the relaunch of our Book Club on October 29th!

We’re kicking things off with The Hour Between Dog and Wolf by John Coates.

🗓️ Date: Oct 29 📍 Location: Books & Books. 📘 Book: The Hour Between Dog and Wolf 👥 Open to members & friends

✨ Thank you to everyone who joined us at our CFA Society Miami Meet the Board Happy Hour! We loved connecting with our m...
08/21/2025

✨ Thank you to everyone who joined us at our CFA Society Miami Meet the Board Happy Hour! We loved connecting with our members and sharing an amazing evening together. 🥂

We look forward to seeing you at future events—stay tuned for updates! 📅

We had a great time at the Meet the Board Happy Hour - Brickell! 🍹 It was amazing connecting with our members and introd...
08/06/2025

We had a great time at the Meet the Board Happy Hour - Brickell! 🍹 It was amazing connecting with our members and introducing our new board.

Let’s keep the momentum going — join us on 8/21 in Coral Gables for our next event! 🎉

👉 Link in bio to RSVP!

Let’s enjoy the summer together before it ends... Please join us for a summer social where you can relax, enjoy a cockta...
07/29/2025

Let’s enjoy the summer together before it ends...

Please join us for a summer social where you can relax, enjoy a cocktail and network with the new board and fellow members. We’ll share updates on upcoming events, welcome your input on future programming, and invite feedback to help drive our mission forward. Let’s build a stronger investment community—together.

Two dates and locations. Complimentary drink with registration.

August 6th in Brickell:
American Social
690 SW 1st Ct
Miami, FL 33130
5:30 - 7:30 PM

August 21st in Coral Gables:
Celosa Cafe
2950 Coconut Grove Drive
Coral Gables, FL 33134
5:00 - 7:00 PM

Registration link in bio!

Will you join us?

07/09/2025
Welcome to the 2025-2027 CFA Society Miami Board of Directors!
07/02/2025

Welcome to the 2025-2027 CFA Society Miami Board of Directors!

As today marks the end of our fiscal year as well as the end of our Board’s terms, we would like to recognize & thank ou...
07/02/2025

As today marks the end of our fiscal year as well as the end of our Board’s terms, we would like to recognize & thank our current board of directors for their efforts and contributions these last two years.

This morning we had the pleasure of hosting an insightful conversation with Anatole Kaletsky, Founding Partner & Chief E...
04/29/2025

This morning we had the pleasure of hosting an insightful conversation with Anatole Kaletsky, Founding Partner & Chief Economist, and Laila Khawaja, Research Director of Technologies Service at Gavekal. Guided by Kathryn Rooney Vera, Chief Market Strategist at StoneX, the discussion was engaging and packed with key takeaways for navigating today’s complex markets.Thank you to everyone who joined us bright and early for an energizing and impactful morning!

Address

206 Miracle Mile
Coral Gables, FL
33134

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