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.

About Us

Asset Allocation Guide

The Asset Allocation guidebook, produced by CFA Society Italy and ADVISOR PRIVATE, in collaboration with Vanguard, shows the different approaches to portfolio management and notably the importance of the assets allocation in different investment classes.


CFA European Investment Conference 2020

The CFA Institute European Investment Conference is open to CFA Institute members and non-members globally and it will take place entirely online. The event’s interactive sessions will analyze the most pressing issues affecting financial markets, including new economic ideas, geopolitical trends, and innovative ways of thinking about portfolio construction.

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Upcoming events

Factor Investing in Bond Markets

EDHEC-Risk Institute’s Riccardo Rebonato will explain why the timing of factor exposures is far more promising in fixed income than in equities.

20 October 2020, Tuesday
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.

22 October 2020, Thursday
Virtual Event

Fall 2020 Online Mock Exam

CFA Society Italy offers an Online Mock Exam to Candidates registered for all CFA Program Exam Levels.

Free access for CFA Society Italy Members!

04 November 2020, Wednesday
Virtual Event

Salone SRI

CFA Society Italy will take part to Salone SRI with the webinar "Transparency of ESG investment products: voluntary and regulatory standards". Chris Fidler, Senior Director, Global Industry Standards at CFA Institute, will take part in a roundtable with speakers from Carmignac, Etica Sgr and NNIP.

24 November 2020, Tuesday
Milan, Palazzo delle Stelline

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Latest News

CFA Exam Updates and Computer-Based Exam Information

Stay tuned with the latest information on CFA Exam and transition to computer-based exam.

R-evolution - Il Futuro ha un Grande Futuro

CFA Society Italy is pleased to inform that will support a series of webinars organised by Assogestioni. Participation to these conferences qualify for PL credits under the guidelines of the CFA Professional Learning Program.

CFA Italy - Radiocor Financial Business Survey - October 2020

Italian CFA® professional investors are positive on the prospects of the domestic economy over the next six months with a “Sentiment Index” registering a value of +16,1, increasing from +3,4 of the previous month.

Morningstar Investment Conference Italy 2020

CFA Society Italy supports the Morningstar Investment Conference Italy 2020 which will be held on November 10, 2020. This year the annual conference will be completely virtual.


Impact of COVID-19 on Asset Management: Survey Results

CFA Society Italy and FudsPeople carried on a survey on the Impact of COVID-19 on Asset Management: 125 professionals acting in the Italian market, including  potfolio managers and analysts, took part to this survey focused on the acceleration of technological solutions for operations, management and business development in the asset management field.

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Advance your career with CFA Society Italy membership - join our influential network of about 167,000 among the most qualified investment professionals worldwide.

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