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INVESTOR RIGHTS

Demanding that financial professionals abide by these rights helps build trust.

PROFESSIONAL DEVELOPMENT

Over 450 member and quarterly networking events with colleagues and peers.

FINANCIAL COMMUNITY

Collectively restoring trust, respect, and integrity in finance.

MEMBER PROGRAMS

Regular luncheons featuring industry experts as speakers.

ETHICAL STANDARDS

Critical to achieving confidence and trust in any professional relationship.

CFA EXAM PREPARATION

We partner with Schweser and offer practice exams and organized study sessions.