The CFA Society Dallas/Fort Worth (formerly the Dallas Society of Financial Analysts and prior to that, the Dallas Association of Investment Analysts) was founded in 1951 and was the 15th Society formed worldwide. We are among the larger member societies of CFA Institute and our members are employed by major corporations, associations, private wealth firms, financial regulators, academic institutions, investment /asset managers, insurance companies, broker/dealers and consulting firms.
Our Mission
To lead the investment profession by promoting the highest standards of ethics, education, and professional excellence and to serve as the leading local resource for CFA charterholders, candidates and other finance and investment professionals in our community.
Support the growth of dedicated finance and investment professionals committed to the highest standards of ethics and integrity. We aim to shape the finance industry by serving our members and the greater public through the supply of investment knowledge, professional development, networking connections, and inspiration.
In alignment with our mission and vision, we are impassioned in advancing professional success and facilitating a vibrant, engaged community within the Dallas/Fort Worth region. Through professional development and networking events, we link our members with one another, individuals interested in joining the profession, and the finance and investment community at large.
In our diverse and growing community, CFA Society Dallas/Fort Worth continues to play a vital role in advocating the highest ethical practices, promoting the career development of our members, and furthering our outstanding local business community.
The talent, expertise and integrity of our members are recognized throughout the finance and investment community and why they are highly coveted by institutional and individual investors on financial and economic issues.