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Our society is an association of local investment professionals in Idaho. Consisting of portfolio managers, investment advisors, educators and other financial professionals, we promote:
- ethical and professional standards within the investment industry,
- encourage professional development through the CFA Program and continuing education,
- facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
- work to further the public's understanding of the CFA designation and investment industry.
As a CFA Institute member society, we connect members to a global network of investment professionals.