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 Mission Statement

To serve society members and strengthen the value of the CFA Charter by developing future professionals, delivering member value, and building market integrity in the finance and investment community of Oklahoma.


Our society is an association of local investment professionals. Consisting of portfolio managers, investment advisors, educators and other financial professionals, we promote:

  • ethical and professional standards within the investment industry,
  • encourage professional development through the CFA Program and continuing education,
  • facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
  • work to further the public's understanding of the CFA designation and investment industry.  


As one of CFA Institute member societies, our society connects members to a global network of investment professionals.​

The society was incorporated into CFA Institute as member society in 1963 and currently consists of 160+ members. A little more about our society....

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 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 for ethical behavior in investment markets and a respected source of knowledge in the global financial community.  The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has more than 150,000 members in 150+ countries and territories, and 151 member societies. For more information, visit