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

CFA Societies Texas

We are a partnership of the four Texas CFA Societies;

  • Austin
  • Dallas-Fort Worth
  • Houston
  • 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

Our Mission

To better serve the four independent Texas CFA societies through communication, administration, and collaboration.

Our History

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.


CFA Societies Texas serves the four Texas societies by focusing on key issues of state-wide importance. 


       Career Development


        Public Awareness