The CFA Society of Atlanta, Inc., was founded in 1960 to serve the practitioner's need for specialized knowledge, advanced studies, and information on new developments in investments and financial management. Of equal importance has been its mission to promote high standards of professional conduct among its members.

For more than 50 years, these twin objectives have guided the society and its membership, and the society now plays a vital role within the Atlanta investment community.

Nationally, the society is a member of the CFA Institute. Admitted to membership in 1961, Atlanta is now among the largest of the more than 135 CFA Institute member societies and affiliates, and its members serve as leaders in CFA Institute. The society has twice hosted the CFA Institute annual conference.