CFA Societies of Texas represents over 3,800 members of CFA Society chapters in Austin, Dallas-Fort Worth, Houston and San Antonio. Members from each of these Texas Societies serve on the Advocacy Committee created in 2014 to advocate for individual investors in the state of Texas.
CFA Texas Advocacy supports improving the investment environment for every individual in Texas through regulation and legislation that:
- Encourages an investment environment where an investor's interest is always put first and advisors are required to act in the investor's best interest
- Fosters transparency and full disclosure of conflicts of interest, potential conflicts and costs
- Supports effective oversight of advisory practices and the enforcement of relevant regulations
The Advocacy Committee provides regulators and legislatures access to financial services industry subject matter experts. Our CFA Charterholders members are a valuable resource whenever a financial or investment industry related issue arises where legislators or regulators desire assistance.