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CFA Society Portugal was honored by the CFA Institute with the prestigious “Outstanding Society Award” during the Society Leadership Conference, which took place in Lisbon on October 16th and 17th. The Outstanding Society Award recognizes Societies that stand out globally for their excellence, innovation, and contribution ...read more

As a partner of CMVM – Comissão do Mercado de Valores Mobiliários (Portuguese Securities Market Commission) – in the World Investor Week initiative (October 6–10), CFA Society Portugal once again participated in the event, contributing to two sessions held at the CMVM Auditorium. In the session dedicated to the Insurance Sector, ...read more

On October 15th, we had the privilege of co-hosting an inspiring joint event with CFA Institute, Bloomberg and ISEG - Lisbon School of Economics & Management, bringing teachers and academics, and to explore how Artificial Intelligence is transforming education, research, and the skills of tomorrow. The session was moderated ...read more

In 2024, Fidelidade joined forces with the CFA Institute and CFA Society Portugal to launch a groundbreaking financial training program for its employees. This dynamic 9-month journey, designed and delivered by CFA Society Portugal members, brings the highly regarded Investment Foundations curriculum to life. The first edition ...read more

On September 23, CFA Society Portugal organized its exclusive Career Management Dinner, an event that brought together professionals from the financial sector for an evening of learning, experience sharing, and networking. Moderated by Marcos Soares Ribeiro, CFA, President of CFA Society Portugal, the event addressed key issues ...read more