CFA Society Washington, DC

A Member of the CFA Institute Global Network of Societies


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.

 Programming & Events

We offer a wide range of programs each year that provide an opportunity to hear and learn from other industry professionals, take training and financial modeling courses, network with fellow members, attend social events and enjoy cultural outings unique to our nation's capital.           
For example:

  • Annual Member Reception
  • Annual Dinner with Keynote Speaker
  • Professional Education Events
  • Career Events
  • Exam Relief Event
  • Networking Happy Hours

Check out our list of upcoming events!

Contact Us

CFA Society Washington, DC
1200 Eighteenth St. NW, Suite 700
Washington, DC 20036
Phone: +1 (202) 872-4310
Fax: +1 (202) 315-3332

 ‭(Hidden)‬ Google Analytics