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 Overview

The Swiss Society currently has 1635 members. The following is a breakdown by industry and title.

CFA Charterholder Information Percent
CFA charterholder 87%
Non-charterholder 13%
   
Industry Classifications Percent
Broker Dealer, Investment Banking 10%
Commercial/Retail Banking, Bank Trust Departments 46%
Consulting Firm 8%
Corporate/Public Sponsor & Foundation/Endowment 0%
Insurance Company 6%
Investment Company/Mutual Fund 15%
Investment Management Counseling 6%
Other businesses including government, academic, and miscellaneous 8%
   
Titles and Occupations Percent
Analyst, Equity & Fixed Income 7%
Analyst, Other 7%
CEO, Chairman, Partner, Principal 7%
Chief Investment Officer 7%
Investment Banker 8%
Investment Counselor 10%
Investment Firm Manager 7%
Portfolio Manager 17%
Sales/Marketing 4%
Securities Trader 7%
Other 20%

 Become a Member of CFA Institute

To earn the Chartered Financial Analyst charter, you must first apply to become a member of both CFA Institute and a CFA Institute Member Society.


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