New to investing? This beginner-friendly session offers a broad overview of how investing works and why it matters. Learn the difference between saving and investing, understand key terms, and explore the basics of stocks, bonds, and building a simple portfolio. Walk away with the knowledge you need to take your first steps toward smart investing.

CFA Society Boston

CFA Society Boston is dedicated to putting investors first and raising ethical standards within the investment profession. We unite Boston’s investment community and provide a forum for collaboration, education, and innovation. Originally called the Boston Security Analysts Society, Inc., we are a non-profit professional society founded in 1946. In 2017, we became CFA Society Boston. More than 6,000 investment professionals locally and globally are members of CFA Boston, representing over 650 investment firms. 96 percent of CFA Boston members hold the Chartered Financial Analyst designation from CFA Institute.

Reasonable accommodations for individuals with disabilities are available upon request by emailing library@actonma.gov.