Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission


About Houston

Founded in 1955, the CFA Society of Houston is one of the oldest CFA societies in the world. The society promotes the highest professional and ethical standards within the investment community and maintains ongoing educational and certification opportunities for its members. The society allows individuals with common interests to advance their professional studies and obtain insight into key areas affecting investments.

Our Mission

  • To promote the highest professional and ethical standards in investment markets.
  • To encourage our membership and others to earn the Chartered Financial Analyst® (CFA) designation.
  • To provide and promote educational opportunities for the investment community.
  • To be advocates on issues that serve the interest of investors and society.
  • To educate and create a strong local community of investment professionals in order to foster the exchange of ideas and knowledge in investment markets.

Our Vision

To be an effective nonprofit organization focused on serving participants in investment markets while promoting highest standards and ethics for all stakeholders.

Events, Programs, and Initiatives

  • Annual Forecast Dinner
  • Weekly Luncheons
  • CFA Institute Research Challenge
  • Women in Investment Management
  • Scholarship Opportunities
  • Mentorship Program
  • Education Initiatives
  • New Charter Award Ceremony
  • Webinars & Virtual Events
  • Spring/Fall Social
  • Networking Happy Hours