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- EIN 23-7358083
- (541) 465-4070
- Po Box 1388 Portland OR 97207-1388 USA
- www.cfaportland.org
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Nonprofit Overview
Causes: Chambers of Commerce & Business Leagues
Mission: The society is an association of local investment professionals consisting of portfolio managers, security analyst, investment advisors, and other financial professionals. The society promotes ethical and professional standards within the local investment community and beyond, and works to further the public's understanding of the cfa designation and investment industry. As on of aimr's 101 member societies , our society connects members to a global network of investment professionals.
Programs: Career expo
congrous to its mission the society encourages its members to earn cfa charter and supports candidates by sponsoring cfa exam study groups and programs. Experienced and respected academicians and practitioners make presentations to coach and educate cfa candidates.
in an effort to attract the best & birghtest young people to the investment profession the society offers scholarships to promising cfa candidates.