Home

background

A Member of the CFA Society® community

Join Now
Learn More

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.

Renew Now

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!

Click Here to Renew or Join

Private Capital Frontiers Webinar Series:  The private credit reset (Member-Exclusive)

July 22, 2026 | Virtual

In a world of persistent inflation and higher interest rates, private credit and real assets are being repriced. This webinar offers practical guidance for recalibrating exposures and finding resilient yield.

Key takeaways for this webinar include:

  • Reassess return expectations across private credit, infrastructure, and real estate.
  • Understand the impact of macro shifts on capital flows and underwriting standards.
  • Position portfolios for risk-adjusted performance in a higher-for-longer regime.

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!

Listen Now

Event Photos

Click below to view and download photos from our most popular events.

Photo Galleries

CFA Institute Investment Foundations® Certificate

Gain tangible knowledge of the investment industry with the CFA Institute Investment Foundations Certificate. Being able to solve and communicate solutions for complex investment issues starts with understanding the essentials. 

Learn More

Sustainable Investing Certificate

Whether it's clients, your firm, or government regulations demanding it, sustainable investing is no longer optional - it's essential. The time to fill your knowledge gaps and elevate your expertise in sustainable investing is now.

Learn More

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.

Learn More

Upcoming Events


Quick Links

Recent News

  • No data found

    • DeFi: Introduction to Blockchain and Cryptocurrency

    This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry. Course content is informative, thought-provoking, and offers a glimpse into the future. This beginner-level course provides an essential introduction to the elements that define DeFi, including what it is, how it works, and the advantages it offers over more traditional centralized finance.

    Learn More