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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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Discounted access to the prestigious Analyst Prep platform for CFA Society Italy members

Thanks to the agreement signed by CFA Society Italy with AnalystPrep, from March 2024 all Society members who join will have access to the most comprehensive and exhaustive platform of teaching tools with a 50% discount.

Investing in professional growth: CFA Society Italy and POLIMI GSoM expand executive education opportunities

CFA Society Italy has strengthened its long-standing collaboration with POLIMI Graduate School of Management, offering members exclusive access to three executive education programmes designed to address some of the most significant trends transforming the profession.
Investing in professional growth: CFA Society Italy and POLIMI GSoM expand executive education opportunities

Upcoming events

Credit Markets in the Age of AI: The Impact on Markets and Credit Analysis

Explore how AI is transforming credit markets, from bonds and CDS to private credit, and how AI is revolutionising credit analysis through advanced analytics, AI-powered tools and agentic workflows.

27 October 2026, Tuesday
Rome - Bloomberg - Piazza del Popolo, 18 - 4th floor

Longevity Risk - Il Futuro della Pianificazione: Dinamiche, Rischi e Strategie di Gestione

Join CFA Society Italy and ADVISOR for this event dedicated to examining the practical implications of longevity for financial planning and wealth management. 

29 October 2026, Thursday
Milan, Palazzo Giureconsulti

L'Educazione Finanziaria Giocata da un Inedito ANGOLO a MILANO

November is the financial education month. Building on the success of the 2023 and 2024 edition, CFA Society Italy, in partnership with Skills Together and Pro Bono Economics Italia, invites you to join us for another exciting game evening designed to test and expand your financial literacy with an updated version of the board game ANGLE. 

05 November 2026, Thursday
Milan, Sina de la Ville

L'Educazione Finanziaria Giocata da un Inedito ANGOLO a ROMA

November is the financial education month. Building on the success of the 2023 and 2024 edition, CFA Society Italy, in partnership with Skills Together and Pro Bono Economics Italia, invites you to join us for another exciting game evening designed to test and expand your financial literacy with an updated version of the board game ANGLE. 

26 November 2026, Thursday
Rome, Hotel Bettoja

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Latest News

AI can process the data. Can it navigate uncertainty?

In investing, the real advantage may lie not in delegating judgement to machines, but in designing better ways for humans and AI to think together.

Private Markets in retirement plans: the allocation is only part of the story

New CFA Institute research finds potential benefits from private assets in defined contribution plans—but plan design, time horizon and regular contributions remain decisive.

Finance Meets Philanthropy: CFA Society Switzerland Invites Italian Members to Lugano

CFA Society Italy members are invited to join a special event on 14 October exploring how capital, values and impact can come together in wealth management.

Beyond AI and Geopolitics: Structural Reform Is Creating New Investment Opportunities

From deregulation to corporate governance and currency reform, policy changes across global markets are creating new opportunities for long-term investors.

Opening Private Markets to Retail Investors: Europe’s ELTIF Test

A new CFA Institute report examines whether Europe can broaden access to private assets while preserving investor protection and supporting deeper capital markets.

 

Collaborative WIM Initiative - A Global Alliance to Further Inclusion & Diversity

CFA Society Italy is proud to support the Collaborative Women In Investment Management (WIM) Initiative, a partnership of about 90 supporting organizations across the US, Canada, Caribbean, EMEA and Latin America to demonstrate the commitment of the finance community to inclusion and diversity, and to support the advancement and development of female leaders of all backgrounds.

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