We are a partnership of the four Texas CFA Societies;
- Dallas-Fort Worth
- San Antonio
and collaborate to serve our member societies by:
- Providing a centralized communications platform
- Fostering innovative and collaborative programming
- Supporting career development
- Increasing awareness and advocacy in the state
To better serve the four independent Texas CFA societies through communication, administration, and collaboration.
This initiative started in April 2011, where leaders of the local societies agreed to explore the benefits of working together to more efficiently deliver services and benefits to the local societies.
The partnership is based on the prior success working together regionally on the CFA Institute Investment Research Challenge started in 2006. This collaboration resulted in the current Southwest US Research Challenge, now one of the largest challenge in the Americas.