Who We Are
CFA Society Dallas/Fort Worth is one of the largest and most active CFA societies in the U.S., representing over 1,700 investment and finance professionals across our region. Our members span asset management, private wealth, corporate finance, academia, and regulation. We’re a trusted community grounded in ethics, expertise, and connection. Since 1951, we’ve served as the local voice of the CFA Institute.
- A 1,700+ member-strong professional community of CFA Charterholders and finance professionals across DFW.
- Founded in 1951, we are one of the oldest and most active CFA Societies in the world.
- Members include professionals from major firms in asset management, corporate finance, private wealth, regulation, and academia.
What We Do
We provide high-quality educational programming, thought leadership, and networking opportunities throughout the year. From marquee events like our Annual Dinner and IMPACT Series to targeted sessions across Western and Eastern DFW, we serve professionals at every stage of their career. Our mission is to support lifelong learning, elevate ethical standards, and build community within the finance industry. Sponsors and partners engage directly with decision-makers shaping the region’s financial future.
- Provide high-value education, networking, and leadership development events year-round.
- Host marquee events like the Annual Dinner, IMPACT Series, and Private Wealth/Private Markets Series.
- Serve as the local voice of the CFA Institute, upholding global standards of ethics and excellence.
- Offer meaningful ways for sponsors to connect with influential professionals in one of the top U.S. financial markets.
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.