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Nonprofit Overview
Causes: Chambers of Commerce & Business Leagues
Mission: The mission statement of the cfa society of pittsburgh is to serve the interests of its members and to be a resource for its community of investors. The organization serves the local investment community primarily through educational programs. There is a need that professionals stay current with the various changes affecting the investing community. The professionals are better prepared to advise their clients with current strategies and techniques. There is also a need for the general public to be better informed about investments and financial matters.
Programs: Monthly meetings allow the general public and financial professionals (members as well as non-members) to discuss current investment issues, strategies and techniques. Often a guest speaker is involved in the meeting to discuss various companies, economic or financial matters. Various current information is exchanged which benefits the local investment community as a whole.
the market outlook session is an annual speaking engagement for the general public and financial professionals (members as well as non-members) where a panel of expert speakers discuss economic and market forecasting for the upcoming year.
an annual endowment/foundation conference is held for the general public and financial professionals (members as well as non-members) to inform and educate attendees about specific issues relating to endowments and foundations.
participate in the cfa institute global investment research challenge, which gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition. This challenge promotes best practices in equity research and company analysis, as students research, analyze, and report on a company as if they are practicing professionals. All participants are held to the standard of the cfa institute code of ethics and standards of professional conduct.
the financial literacy campaign entails a variety of programs including educating high school students on personal finance concepts and conducting a student panel in conjunction with "the missing semester" book/program. A collegiate personal financial planning competition is conducted in which college students develop a financial plan to prepare for their financial future. Qualifying participants receive a certificate of achievement and top judged plans receive a financial reward.