CURSO PREPARATÓRIO CFA®

Prepare-se para os exames do Programa CFA com os melhores professores, no único curso preparatório oficial da CFA Society Brazil!

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CFA SOCIETY BRAZIL MEMBERSHIP

Join a community of global investment professionals dedicated to high ethical and educational standards and efficient markets.

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PRÊMIO CFA SOCIETY BRAZIL DE INOVAÇÃO FINANCEIRA

Concurso de Monografias em Finanças – Edição 2017

Veja os ganhadores do Prêmio

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SCHOLARSHIPS

CFA Program

Read more about CFA Institute’s global effort to shape a trustworthy, forward-thinking financial industry that better serves society

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NEWSLETTER

View All Newsletters

Events

UPCOMING EVENTS

Find here all the information you need about our future events and programming

PAST EVENTS

Missed our previous events? Want to download presentations and other materials? Get it all here!

WEBCASTS

Watch presentations given by various speakers at our recent events, any time, anywhere, on demand

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GLOBAL FLAGSHIP EVENT

71st CFA Institute Annual Conference

The CFA Institute Annual Conference rotates continents each year and is one of the investment industry’s largest and longest running educational gatherings of investment professionals

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LIVE WEB EVENTS

Watch educational and professional presentations

CFA Institute broadcasts some events live on the web, allowing members to participate without having to travel

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GLOBAL PASSPORT PROGRAM

Learn about the program’s benefits and how to attend.

CFA Society Brazil is pleased to offer members of any CFA society the ability to attend our events at the local member price.

Career

CAREER CENTRE

Find the tools you need to manage your career development in CFA Institute's Career Centre

CAREER EVENT 2017

CFA Society Brazil held its third annual Career Event with the support of Options Group in São Paulo and Mercer Human Resources Consulting in Rio de Janeiro.

CAREER RESOURCES LIBRARY

Highlighted content related to job search and career management, soft skills, and investment industry trends

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HIRE A CFA CHARTERHOLDER

Jobs Board

The Jobs Board brochure brings invaluable information for employers seeking to hire finance professionals. Learn more about how to post on the Jobs Board.

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MANAGE YOUR CAREER

Career Success: Navigating the New Work Environment

Published by CFA Institute, this book examines the changing setting in which investment professionals find themselves managing their careers

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CAREER GUIDE

CFA Institute Career Guide 2015-2016

The CFA Institute Career Guide 2015-2016 will help you build the skills you need to stand out as an investment professional.

Learn

CFA PROGRAM

The Chartered Financial Analyst® (CFA) is the most respected finance designation globally; enrolling in the CFA Program is the first step toward this qualification

RESEARCH FOUNDATION

The CFA Institute Research Foundation sponsors independent and innovative research for investors and investment professionals around the world

TAKE 15 SERIES

Got 15 minutes? Then take a look at these short interviews with leading practitioners on timely topics focused on the investment profession

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2017 Guide to CFA Program Curriculum Changes

www.cfainstitute.org

This guide summarizes key CFA Program curriculum updates that reflect the practical knowledge and skills you need in today’s investment industry.

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BOOK SUMMARIES

getAbstract

Concise summaries of business books, finance reports, and video talks allow you to tap into the latest business thinking and the most influential trends in finance, economics, leadership, marketing, and management (requires CFA Institute login)

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RESEARCH

Financial Analysts Journal

Since 1945, the Financial Analysts Journal has been advancing the practice of investment management through the publication of high-quality, practitioner-relevant research (some articles require CFA Institute login)

Research Challenge

2018 PARTICIPANT KIT

Find more about how to participate in the local edition of the CFA Institute Research Challenge!

KICK OFF MEETING 2017

Watch the launch of the competition, rules, and agenda.


FAQ

Responses for the top 20 questions we receive yearly on the CFA Institute Research challenge.

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OFFICIAL RULES

See the rules

Click here to access the competition’s complete rules

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2017-2018 RESEARCH REPORTS

Read the Finalists’ Reports

View and download the research reports prepared by the finalists in the latest edition of the competition

Advocacy

CFA Society Brazil Policy Briefs

Browse CFA Society Brazil's current proposals to improve markets.

CFA Institute Policy Briefs

Browse CFA Institute’s position and analysis on policy-related issues affecting investors.

RESPONSES TO PUBLIC HEARINGS

See how CFA Society Brazil has responded to proposals for changes in important regulations that affect capital and financial markets in Brazil.

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ETHICS AND INTEGRITY

Code of Ethics & Standards of Professional Conduct

The Code of Ethics and Standards of Professional Conduct are the ethical benchmark for investment professionals. The Standards of Practice Handbook provides guidance and illustrates day-to-day application of the Standards

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PRÊMIO CFA SOCIETY BRAZIL DE INOVAÇÃO FINANCEIRA

Concurso de Monografias em Finanças – Edição 2017

Veja os ganhadores do Prêmio

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consistência institucional e eficiência do sistema financeiro nacional

Policy Position Paper

Read our first policy position paper about the institutional consistency and the efficiency of the brazilian financial and capital markets. Written by Alessandra Dodl e Marcelo Curado.

About Us

Founded in 2004, CFA Society Brazil is one of 73 global societies representing CFA Institute locally. CFA Institute is the global body that administers the Chartered Financial Analyst Program, which according to the Financial Times, is considered the gold standard among financial professionals. As a local society, we are part of a network of over 140,000 professionals, being the largest society in Latin America with over 1,000 members. The vast majority of our members are in the financial and investment professions, holding various positions such as research analysts, portfolio managers, financial analysts, financial consultants, traders and investment analysts.

MISSION STATEMENT

The mission of CFA Society Brazil is to lead the investment profession in Brazil by promoting the highest standards of ethics, education and professional excellence, supporting CFA Institutes initiatives.

Our fundamental objectives are:

• To develop future professionals through relevant and accessible credentialing programs;

• To deliver member value that accelerates the professional success of our members;

• To build market integrity that benefits investors and our members that serve them.

BOARD OF DIRECTORS 2016-2018

mauro-miranda

Mauro Miranda, CFA
President
mauro.miranda@cfasociety.org.br

felipe-nogueira

Felipe Nogueira, CFA
Vice President
felipe.nogueira@cfasociety.org.br

sonia-villalobos

Sonia Villalobos, CFA
Treasurer
sonia.villalobos@cfasociety.org.br

luis-affonso

Luís Fernando Affonso, CFA
Institutional Relations and Advocacy
luis.affonso@cfasociety.org.br

lucas-dolabela

Lucas Dolabela Corrêa, CFA
Employer Relations and Job Opportunities
lucas.correa@cfasociety.org.br

eric-tsai

Eric Tsai, CFA
Marketing and Awareness
eric.tsai@cfasociety.org.br

bernardo-carneiro

Bernardo Carneiro, CFA
University Relations and Research Challenge
bernardo.carneiro@cfasociety.org.br

STAFF

bianca-paulino

Bianca Paulino
Credentialing
bianca.paulino@cfasociety.org.br

bernardo-carneiro

Tally Lagôa Kirschner
Member Value
tally.kirschner@cfasociety.org.br

Platinum Sponsors

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