CFA Society Germany

The CFA Society Germany eV (until November 2012 German CFA Society eV ) is the largest professional association for financial analysts , professional investors and asset managers in Germany with over 2,800 individual members . The members have completed or are currently completing the Chartered Financial Analyst training course . The association was founded in September 2000 as a local association of the CFA Institute . The seat is in Frankfurt am Main. Like its parent association, the CFA Society Germany is a non-profit organization .

tasks

The most important tasks of the association include

Provision of further training offers and information resources (Continuing Education (CE) or Continued Professional Development (CPD) Program)
Promotion and further development of the ethical principles and professional standards of the CFA Institute in Germany
Increased awareness of the Chartered Financial Analyst Program (CFA® Program) as a leading, internationally recognized specialist qualification in the investment industry
Support of the CFA program candidates in Germany
Promote the participation of European economic and financial experts in the creation of international industry standards
Promotion of the financial center Germany
Creation of a platform for the exchange of experiences within the German investment industry

offer

Events

The CFA Society Germany offers its members and interested market participants numerous specialist events. In 2018 around 80 events took place in the cities of Frankfurt, Munich, Düsseldorf, Cologne, Stuttgart, Hamburg, Nuremberg and Berlin.

For most of the events, members of the CFA Institute can receive relevant evidence of the continuing education program (so-called "CE Credits").

In addition, the CFA Society Germany also offers information and advanced training events as well as, in particular, training in capital market ethics at universities, colleges and for companies.

Standards

The CFA Society Germany actively shapes standards in the German capital market. Together with the BVI Federal Association of Investment and Asset Management and the German Association for Financial Analysis and Asset Management, she founded the German Asset Management Standards Committee (GAMSC) in order to adapt the Global Investment Performance Standards (GIPS) for the presentation of investment developments to the German market .

In May 2010 Germany was included for the first time in the so-called "Financial Market Integrity Index" of the CFA Institute . The FMI measures the maturity of a capital market and its regulation from the perspective of domestic and foreign experts.

Candidates

Candidates in the CFA program are supported. The CFA Society Germany works with other companies for the courses and additional learning materials for exam preparation. Furthermore, she organizes mock exams and study groups.

To make it easier for students to get started in the CFA program, the CFA Society Germany maintains partnerships with several universities and colleges. The mostly business administration courses at these universities are coordinated with the content of the CFA program (Level I). University partnerships currently exist with the University of Mannheim, the European Business School and the Goethe Business School. The Frankfurt School of Finance and Management is an "Educational Recognition Partner".

structure

Board

The board of the CFA Society Germany consists of 2 honorary members and one full-time member. These are:

Susan Spinner, CFA, Executive Chairwoman (full-time)
Peter Jakobus, CFA, board member (honorary)
Uwe Zöllner, CFA, board member (honorary)

Supervisory board

The supervisory board of the CFA Society Germany consists of seven honorary members. These are:

Boris Bernstein, CFA, chairman
Thomas Mayer, CFA, Deputy Chairman
Andreas Naujoks, CFA, Supervisory Board
Steffen Kaiser, CFA, Supervisory Board
Christian Schwehm, CFA, Supervisory Board
Dagmar Bottenbruch, CFA, Supervisory Board
Marco Herrmann, CFA, Supervisory Board

Until April 2018, the association was headed by a board of directors - consisting of eight honorary members - and a full-time managing director.

Office

The association's office is located in Frankfurt am Main. It is headed by Executive Chairwoman Susan Spinner, CFA, former Vice President and founding member of the association.

Members

The number of members has grown steadily in the past and is currently over 2,700. Most of the members work in portfolio management, consulting or analysis (as of October 2018):

Occupational group	Members
Portfolio manager	35%
Consultant	21%
Corporate Financial Analyst	14%
Manager of Managers	4%
Chief Executive	3%
Trader	3%
Research Analyst	2%
Risk manager	2%
Financial advisor	2%
Other	14%

Web links

Individual evidence

[1] ttps://www.cfa-germany.de/de/ueber-uns/der-berufsverband-fuer-finanzexperten-in-deutschland#mission

[2] ttps://www.cfa-germany.de/de/portal/calendar

[3] ttps://www.cfa-germany.de/de/integritaet-standards/massstaebe-fuer-transparenz-und-integritaet-etzen#ethik-standards

[4] ttps://www.gipsstandards.de/ueber-uns/gamsc/

[5] ttps://www.cfainstitute.org/-/media/documents/article/market-integrity/ccb-v2010-n10-1.ashx

[6] ttps://www.cfa-germany.de/de/infos-fuer-candidates-studierende/fachwissen-ausbauen.-netzwerke-knuepfen.-karriere-vorantreiben.#universitaeten

[7] ttps://www.cfa-germany.de/de/ueber-uns/der-berufsverband-fuer-finanzexperten-in-deutschland#vorstandsträger

[8] ttps://www.cfa-germany.de/de/ueber-uns/der-berufsverband-fuer-finanzexperten-in-deutschland#aufsichtsratsträger

[9] ttps://www.cfa-germany.de/de/portal/speakerdetail/i/208

[10] ttps://www.cfa-germany.de/de/ueber-uns/der-berufsverband-fuer-finanzexperten-in-deutschland#mission