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Renew Your Membership Today!

While your CFA Institute membership connects you globally, membership with our society gives you a built-in network in your local investment community. Renew your membership to stay connected and access learning opportunities that help you understand our local market.

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Renew Your Membership With CFA Society Dallas/Fort Worth!

Dallas/Fort Worth has become the country's second-largest finance hub — and CFA Society Dallas/Fort Worth is how the people driving that growth stay connected. You've been part of that story, and now it's time to keep it going.

Membership renewal is officially open — secure another year of the access, connections, and insights that set DFW finance professionals apart. 

Click Here to Renew or Join

Here's what's waiting for you when you renew:

  • Premier Access – Be in the room for high-level conversations you won't find anywhere else.
  • Career-Elevating Connections – From intimate socials to marquee networking events, this is where DFW finance and investment industry leaders connect — and where careers take off.
  • Professional Development – Stay sharp with expert-led sessions and insights from the top minds in finance and investment.
  • Exclusive Perks – Access to event recordings, member-only pricing, and two $40 discount tickets for any CFA Society Dallas/Fort Worth event this membership year (July 1 – June 30).

The DFW finance community is only getting stronger — renew today and stay at the center of it!

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Private Capital Frontiers Webinar Series: Technology and the future of wealth

June 24, 2026 | Virtual

We’re proud to partner with CFA Institute on an upcoming webinar featuring our very own member and podcast host, Franklin Parker, CFA.

From onboarding to deal sourcing, technology is redefining private wealth. Learn how to build or optimize a digital stack that delivers scale, compliance, and client experience.

Key takeaways for this webinar include:

  • Evaluate core platform types and integration models (CRM, reporting, custody, alt access)
  • Streamline operations while enhancing personalization and compliance
  • Prioritize scalability and future readiness

This webinar is eligible for 1 PL credit that CFA Institute members can add to their PL tracker.

Click Here to Register

Private Wealth Leadership Forum

October 1-2, 2026 | Westin, Las Colinas

CFA Society Dallas/Fort Worth, in collaboration with CFA Institute, is proud to present the Private Wealth Leadership Forum — coming to Las Colinas this October.

This is a reflection of the growing influence of our community and the role Dallas/Fort Worth is playing in shaping the future of private wealth in the United States. We couldn't be more excited to bring this experience home.
The private wealth industry is changing quickly.

Portfolio construction is moving beyond traditional models. Private markets are becoming central to client portfolios. Advisory firms are facing new pressures around scale, technology, and generational wealth transfer.

On October 1-2, 2026 in Dallas, the Private Wealth Leadership Forum, brings together CIOs, portfolio managers, advisors, and family office leaders to examine what these shifts mean in practice.

Click Here To Register!

Member exclusive discount: Members, you can use one of your $40 discounts to this event! Email us at [email protected] for more information.

Charterholder Chatter

Join host Franklin Parker, CFA, as he chats with local and national investment legends about a variety of topics including AI, cybersecurity and risk, ESG, and more. Now in Season 4!

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CFA Institute Investment Foundations® Certificate

We are excited to announce that the CFA Institute Investment Foundations Certificate is coming back! Enrollment is now open.

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Certificate in ESG Investing

Master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset.

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CFA Institute Conferences, Webinars, and Podcasts

Take advantage of CFA Institute in-person, virtual, and on-demand opportunities to learn, discuss, and network with your peers.

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Upcoming Events


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