About CFA Society Sweden

Founded in 2003, CFA Society Sweden is a not-for-profit association of investment professionals based in Sweden and in some of the surrounding countries. We also welcome as members Swedish professionals living abroad as well as other interested individuals/parties that wish to support our society. We strive to offer valuable services to our members, provide a national forum for ideas exchange, raise awareness of the CFA Program, support CFA candidates, advocate the interests of the Swedish investment community with national and European regulatory authorities, and actively participate in all relevant committees of CFA Institute. CFA Society Sweden contributes to the Swedish investment community by bringing:

  • Communication: CFA Society Sweden acts as a focal point for enquiries regarding CFA Institute, the CFA Program and related issues
  • Professionalism: CFA Society Sweden promotes a high degree of professionalism among its members and in the broader investment community
  • Ethics: CFA Society Sweden promotes a high level of ethical/professional conduct. Adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct is a mandatory requirement for members of both CFA Institute and CFA Society Sweden
  • Education: CFA Society Sweden encourages continuing education e.g. by arranging educational seminars and by providing support to CFA candidates at all levels
  • Global outlook: CFA Society Sweden provides a link to global investment practitioners, many of whom are leaders in their field

Our Mission

To promote the highest standards of professional excellence, ethics and education for the betterment of the investment professionals and the finance industry in Sweden.


CFA Society Sweden is a Swedish not for profit organisation, and National Society Member of CFA Institute. CFA Society Sweden is governed by a volunteer Board of Directors, elected by the Annual Members Meeting. The Board has a good cross section of members, male and female, with complementing business experience. Directors are expected to attend Board meetings and social events.

Code of Ethics & Standards of Professional Conduct

First created in the 1960s, and fundamental to our values, the CFA Institute Code of Ethics and Standards of Professional Conduct is the ethical benchmark for investment professionals around the globe, regardless of job title, cultural differences, or local laws. All of our members and CFA Program candidates must adhere to the Code and Standards.


The Bylaws of CFA Society Sweden are the rules given to us by our Members in order to pursue the purposes of our society. The attached version was amended by the Board of Directors in 2014 to better reflect the accountability of the Board.  The bylaws were approved by the Annual Members Meeting on October 12, 2016.

Annual Reports