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A Member of the CFA Institute Global Network of Societies

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 CFA Society Oklahoma

CFA Society Oklahoma promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions. Our society is split between Oklahoma City and Tulsa.

Read more about our Society....


 

 Announcements

CFA Society Oklahoma Local Candidate Scholarship Opportunities

CFA Society Oklahoma will award six individuals each a $500 check to be announced at the 2018 summer social event (winning individuals do not have to attend the summer social to claim). The winning individuals will be selected by random draw. Entries in the drawing will be earned by attending any official CFA Society Oklahoma event including student-organized events that CFA Society Oklahoma approves between August 1, 2017 and May 31, 2018. Each event attended earns an entry, one must attend a minimum of 3 events in order to be eligible. Additionally, participating in the CFA Institute Research Challenge as an Oklahoma-based participant for the 2017-18 Research Challenge will earn an entry.

Click here to learn more.

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Congratulations to those who passed Level I, II, III and to our new Charterholders​​​​!

The board of CFA Society Oklahoma is proud to say 42 local candidates passed one of the CFA exam levels during the June 2017 exam, and to our 7​ new charterholders! Congrats to all these candidates, and good luck to those pursuing the next level. For the full listing please visit our CFA Program page

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CFA Society Oklahoma Local Scholarship Winners

CFA Society Oklahoma was proud to award six individuals $500 towards their CFA exam registration. Winners were drawn from a raffle based on those who attended society approved education or networking events. The winners were:​ Stephen Amalong, Ervell Boyd, Nicholas Fiegel, Jody Jones, and Tana Wilson.

 

Click here​​ to learn more. ​

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University of Central Oklahoma to advance Southwest US Research Challenge!

Congratulations to the University of Central Oklahoma on advancing to the top 10 of the Southwest Research Challenge! The teammates include Jade Davis, Jay Leclercq, Josh Sloan, Nik Volkhin, and Ervell Boyd, and were supported by professor Barry Ellis, CFA, and mentor Cory Robinson, CFA. The team will compete on Saturday, February 25, in Houston, Texas against 9 other teams from the Texas area to defend their investment report. Best of luck to our local team!

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Congratulations to those who passed Level I in December!

The board of CFA Society Oklahoma is proud to say 10 local candidates passed Level I during in December 2016. Good luck to these indivdiuals as you continue on in your studies, and to all our local candidates. For more information about the CFA Program please visit this page, or visit our Preparation & Scholarship​ page for exam aid.

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CONGRATULATIONS Susan Williams, CFA

The board of CFA Society Oklahoma would like to congratulate Susan Williams, CFA on being elected as Central and Southwest U​S Presidents Council Representative (PCR). The role of the PCR is to facilitate communication between member societies and CFA Institute's Board of Governors. Susan will succeed the outgoing PCR, Leah Bennett, CFA who has served our region with excellence for the past two terms.

Susan will serve a two-year term commencing September 1, 2016. More information can be found on the Presidents Council Representatives page on the Society Center.

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OKC Breakfast - Valuation

7:30 AM - 9:00 AM

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​​         P. O. Box 14390  
Oklahoma City, OK  73113​
          United States​