CFA Society San Francisco members are eligible to receive a 10% discount on job postings as well as free internship postings through the CFA Institute career center.

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Offer

Kaplan Schweser Member Discount

CFA Society San Francisco members receive up to 15% off CFA Program exam and Post-Grad admissions prep courses through the exclusive Kaplan Schweser portal. Customize your study plan with expert-curated tools, mock exams, and review courses.

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Events

3 events

Free

Event

ALTSSF 2026: The Bay Area's Premier Alternatives Conference

Wed, 9 Sept

Explore private markets, alternative investments and portfolio diversification strategies with leading allocators and managers. Discover expert strategies from top allocators on private equity, hedge funds, debt, ESG, and navigating a volatile market.

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Event

Why Risk Management Will Matter More Than Ever in 2027

Wed, 23 Sept

Join Kaplan Schweser and GARP’s Lisa Ponti for an in-depth look at why risk management is a vital priority in today’s complex financial landscape. This session explores the evolving role of risk professionals and offers a preview of the key trends and strategies shaping the industry in 2027.

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Event

University Career Conference: Launch Your Finance Career

Sat, 26 Sept

Join university students from across Northern California for a free, one-day career conference at AssetMark in Concord. Explore professional credentials, finance career paths, recruiting, networking, and AI’s growing role in the industry while building connections with experienced professionals.

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About

Hours and details

CFA Society San Francisco connects investment professionals through industry events, educational content, career resources, and networking opportunities. Its programming explores topics ranging from portfolio management and financial markets to alternatives and professional development.

Business and professional services