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CFA Society San Antonio

 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:CFA/FPA Networking Mixer
Education Topic:
Event Description:
CFA Society and FPA invite you to join a networking mixer @ Stonewerks at the RIM
Start Time:9/25/2014 5:00 PM
End Time:9/25/2014 8:00 PM
Location Info:
Stonewerks at the Rim

 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


 Upcoming Events

Start TimeTitleLocation InfoRegistration
9/25/2014 5:00 PMCFA/FPA Networking Mixer
Stonewerks at the Rim
10/16/2014 12:00 PMEthics case study event
Piatti's @ Eilan
11/7/2014 7:00 AMVIX as a Separate Asset
11/12/2014 12:00 PMOutlook for US Equities
Oak Hills Country Club
12/3/2014 5:30 PMCharter Award Ceremony and Predict Credit and Bankruptcy Risk
Paesano's @ Lincoln Heights

 Past Events

The Economy and the FedUse SHIFT+ENTER to open the menu (new window).
Blake Hastings, VP San Antonio Branch
Mentor Program Kick-Off EventUse SHIFT+ENTER to open the menu (new window).
San Antonio: Highlights, Challenges, Opportunities and DevelopmentsUse SHIFT+ENTER to open the menu (new window).
Maria Villagomez
Post-Exam Happy HourUse SHIFT+ENTER to open the menu (new window).
Panel Discussion - Texas Hedge FundUse SHIFT+ENTER to open the menu (new window).
CFA Mock ExamUse SHIFT+ENTER to open the menu (new window).
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 Events Archive

See the full Events Archive here.

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