CFA Society San Antonio

A Member of the CFA Institute Global Network of Societies


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 CFA Society San Antonio

CFA Society San Antonio is an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. We have over 200 members in the greater San Antonio area.  The goals of our society include:

  • Promoting ethics, education and professional excellence in the investment industry
  • Creating opportunities for professionals to network and build professional relationships​
  • Establishing links between job seekers and prospective employers
  • Providing premier programming and speakers to San Antonio
  • Work to advance the public's understanding of the CFA designation and investment industry

CFA Society San Antonio is one of the member societies of CFA Institute. CFA Institute is a global, not-for-profit organization that is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry. To learn more about CFA Institute, please click here…


 Next Event

Title:Financial and Valuation Modeling for the Midstream Oil and Gas Industry
Education Topic:Equity Investments
Event Description:

CFA Society of Houston will partner with Wall Street Prep to hold a Midstream Oil & Gas Industry Financial and Valuation Modeling seminar in Houston on June 22-23, 2017. 

Thursday, June 22nd: 8 AM - 5 PM - Midstream Industry Financial Statement Modeling
Friday, June 23rd: 8 AM - 5 PM - Midstream Industry Valuation Modeling

What you will learn (View full agenda)

Participants develop an in-depth understanding of the midstream industry dynamics, while learning how to build financial and valuation models of the midstream companies. Topics include:

  • Midstream industry overview
  • Midstream financial analysis and financial modeling
  • Midstream valuation modeling
  • Excel best practices 
Who should attend
Wall Street Prep's Midstream Oil & Gas Industry Financial and Valuation Modeling "Boot Camp" is designed for current and future financial professionals in the midstream O&G sector. This is an instructor-led intensive 2-day course that use a real-world midstream O&G case study. Participants will learn modeling best practices that will make them faster and more efficient than their peers. 

Pre-Seminar Excel Online Training
This boot camp assumes profieciency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an excell refresher. 

Post-Seminar Resources
All seminar participants will have a 12-month post-seminar access to Support Team, whom they can contact with any content-related questions, and lifetime access to the Excel Crash Course.

Start Time:6/22/2017 8:00 AM
End Time:6/23/2017 5:00 PM
Location Info:

​JW Marriott Houston,
5150 Westheimer Road,
Houston, TX​




 CFA Society San Antonio Financial Update

Learn more about our financial update.

 Member Benefit

CFA Society San Antonio candidates save 50% on a wide range of Wiley's business and finance books. Enhance your technical finance and general business skills with professional guidance from experts. Candidates and members of the CFA Society San Antonio are entitled to a 50% discount on most business and finance print books on*. Check out thousands of our leading-edge finance, investing, and leadership book - order now! To save, enter membership code SAN50 in the promotion code field on our shopping cart and click the Apply Discount button.


Discount code: SAN50

 Society Events

CFA Society San Antonio sponsors programming events on relevant topics to the investment industry. These events support our member’s lifelong pursuit of investment knowledge that is essential to maintaining professional excellence in the continually evolving and highly competitive investment industry.

Events are open to all members of CFA Society San Antonio. Members of other CFA Societies within Texas may also attend as members. Members may also invite guests to each event for a nominal charge. All guests must be accompanied by a member.

How to Attend

To register for an upcoming event or modify your registration, please click on the Registration button next to the event above. For any additional questions or special requirements, please email
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