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Leading the Oklahoma Investment Community

Does Your Wealth Manager Measure Up?

CFA Charterholders are the premier choice for wealth management.

CFA® Program

Achieve the highest distinction in the investment management profession – the CFA designation.

CFA® Charterholders

Congratulations to Oklahoma’s newest CFA Charterholders!

PRIMARY SPONSORS

Our Sponsors

Our distinguished financial supporters this year provide support for our outreach efforts.

Research Challenge Sponsor