ASFIP Foundation was established as a legal entity in the State of Georgia on September 15, 2015, by volunteer members of CFA Society Atlanta.  The Foundation was created to further its mission of providing individuals and families opportunities to learn about finances and investments.  The Foundation does this by providing financial and volunteer support to charitable organizations in the Greater Atlanta area with similar missions.  Through the Foundation, Chartered Financial Analysts in Atlanta can become more engaged in the community and enhance others' quality of life. 

    The video below provides information about how the Foundation started and the work we do in the ATL community. 

    Fiscal Year-End Review 2019-2020

    The Foundation is governed by a group of volunteers who serve on the Board of Directors and Committees.  View how the Foundation is organized. View Board bios.

    The foundation has applied for and received 501c3 status from the IRS, our tax ID #47-5514105.  We have partnered with Cobb Community Foundation to help process donations, produce tax letters, and to network with other like-minded organizations in the community.  For answers to questions about supporting the Foundation, please see our Frequently Asked Questions.

    ASFIP Foundation Materials

    Intro to Financial Literacy

    Intro to Investments

    Intro to Personal Finance

    Each presentation has an audio speaker icon and animation links on some pages; please click for helpful insights.

    ASFIP Foundation: Investing in the Stability and Success of our Community

    Society members formed the ASFIP Foundation (the “Foundation”) to support the community by enhancing our neighbors’ understanding of finance, economics, and investing.  

    Our mission is: To provide life-long learning and development in financial and investment knowledge in order to contribute to the stability and success of individuals and families in our community.

    Please click on the link below to view our video series on moving toward financial well-being.

    Our Literacy Animations on YouTube 

    Literacy Materials Presentation

    We understand that they need a basic understanding of budgeting, banking, credit transactions, and saving and investments for any individual or family to be successful. Through grants and volunteer activities, we partner with other nonprofit organizations with similar goals to teach students and adults about financial literacy, create jobs, generate wealth, and effectively manage it. Through this work, we help our neighbors achieve financial stability and success.

    To learn how you or your company can support the Foundation, go to Donate.

    Email contact, [email protected]

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