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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 Mock Exam
Education Topic:
Event Description:

The CFA Society San Antonio is partnering with Kaplan Schweser to provide a Live Schweser Mock Exam in San Antonio on Saturday May 17th, 2014 for all levels of the 2014 CFA exam (Level I, Level II, and Level III). 

Start Time:5/17/2014 9:00 AM
End Time:5/17/2014 4:00 PM
Location Info:
St. Mary’s University
Register at Schweser website

 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
5/17/2014 9:00 AMCFA Mock Exam
St. Mary’s University
Register at Schweser website
6/3/2014 5:30 PMPanel Discussion - Texas Hedge Fund
San Antonio Country Club
6/7/2014 5:00 PMPost-Exam Happy Hour
Bar Rojo (Grand Hyatt)
6/17/2014 12:00 PMSan Antonio Outlook - Sheryl Sculley
Plaza Club

 Past Events

The Fixed Income Landscape has ChangedUse SHIFT+ENTER to open the menu (new window).
Brad Bonga
Forecast Dinner - David ZervosUse SHIFT+ENTER to open the menu (new window).
David Zervos
Fixed Income: Navigating the MinefieldUse SHIFT+ENTER to open the menu (new window).
Jeffrey Sherman
Texas CFA Society Investor SummitUse SHIFT+ENTER to open the menu (new window).
The Ubiquity of Cyber Vulnerabilities Use SHIFT+ENTER to open the menu (new window).
Maj Gen Spider Marks
Behavioral Portfolio ManagementUse SHIFT+ENTER to open the menu (new window).
Tom Howard, Athena Invest
1 - 6 Next

 Events Archive

See the full Events Archive here.

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