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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Thematic Investments

The new guidebook edited by CFA Society Italy and Advisor Private, in collaboration with Amundi Asset Management and cpr Asset Management, analyses the extended  landscape of thematic investing. Giacomo Fumagalli, CFA,  Francesco Mastroberardino, Angus Muirhead, CFA, Giancarlo Sandrin, CFA, Giovanni Semprini, CFA, Alessandro Stella, CFA talks - among others - about robotics and automation, healthcare innovation, cyber security, artificial intelligence and climate change.

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Equity Crowdfunding Guidebook

CFA Society Italy is pleased to introduce a new guidebook written by Marcella Pasi, CFA and CFA Society Italy Board Member, Oriana Cardani, CFA, Laura Oliva, Roberta Pierantoni and Patrizia Saviolo, CFA. Equity crowdfunding has opened up investing in startups to everyone, not just institutional investors or HNWI. The aim of this book is to describe the phenomenon within the italian context and analyze what are the drivers that makes an equity crowdfunding campaign successful, providing metrics for interested investors and entrepreneurs.  

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Upcoming events

CFA Level II Exam Focus

CFA Society Italy's volunteers will give all the necessary information to organize your study and be prepared for the CFA Exam. This meeting is exclusively dedicated to Level II CFA Candidates. 

11 May 2021, Tuesday
Virtual Event

CFA Level I Exam Focus

CFA Society Italy's volunteers will give all the necessary information to organize your study and be prepared for the CFA Exam. This meeting is exclusively dedicated to Level I CFA Candidates.

13 May 2021, Thursday
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.

19 May 2021, Wednesday
Virtual Event

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Latest News

CFA Society Italy Sentiment Index - Historic Series - May 2021

The monthly “CFA Society Italy Financial Business Survey & Sentiment Index” is the result of interviews to Italian financial professionals who are members of CFA Society Italy.

CFA Society Italy - Radiocor Financial Business Survey - May

Italian CFA® professional investors are positive on the prospects of the domestic economy over the next six months, with the "Sentiment Index" registering a new historic maximum of 77,1 (+28,3 compared to the previous month).

Schweser’s Online Society Mock Exam - Discount for CFA Society Italy candidates - Free access for Junior Members

To help finalize knowledge for the computer-based CFA® exam, CFA Society Italy has partnered with Kaplan Schweser to put together an incredible opportunity offering candidates within our footprint a discount on the Schweser Online Society Mock Exam.

Collaborative WIM series - The Myth of Fearlessness - May 6

Join us on May 6 for the next Collaborative WIM Original special quarterly interactive event. CFA Society Los Angeles, in partnership with Schroders presents: The Myth of Fearlessness, featuring Mary Poffenroth.

CFA Society presenta paper su equity crowdfunding nel mercato italiano

This article was published by Investire nei Megatrend blog on March 25, 2021


Collaborative WIM Initiative

CFA Society Italy is proud to support the Collaborative Women In Investment Management (WIM) Initiative, a partnership among 70 CFA societies and FPA chapters across US, Canada, EMEA and LatAm in a joint effort to promote inclusion and diversity in the investment management profession.

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Advance your career with CFA Society Italy membership - join our influential network of about 170,000 among the most qualified investment professionals worldwide.

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