Welcome to CFA Society Washington, D.C., the leading association of
investment professionals in the Washington, DC metropolitan area.
The Society links its members with each other, those interested in joining the profession, and the community through many activities including professional development and networking events. The Society also sponsors local classes to prepare candidates for the Chartered Financial Analyst (CFA) exam, a
prerequisite to earning the CFA designation, which is awarded by CFA Institute and has been
attained by most Society members.
Founded in 1953, the Society consists of over 1,700 financial professionals in a variety of
positions including portfolio managers, analysts, trust officers, and consultants, as well as
pension, endowment and foundation fund executives. Reflecting the diverse nature of the
investment professions in the Washington, DC area, members are employed by major
corporations, associations, unions, national, state and local government agencies, financial
regulators, academic institutions, investment managers, insurance companies, broker/dealers
and consultants, among others.