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A Member of the CFA Institute Global Network of Societies

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WHO WE ARE 

CFA Society Washington, DC (CFAW) is the leading association for investment professionals in the National Capital region. Founded in 1953 as the Washington Society of Investment Analysts, today's society consists of over 2,100 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, inve​stment managers, insurance companies, broker/dealers and consultants, among others.

CFAW links its members with each other, those interested in joining the profession, and the community through many activities including professional development and networking events. In the diverse and growing Washington investment community, the society plays a vital role – from advocating the highest ethical practices to promoting career opportunities for members.

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.

CFA Society Washington, DC is a member society of the CFA Institute, which is a global community of more than 140,000 investment professionals working to build an investment industry where investors' interests come first, markets function at their best, and economies grow.

MISSION

To advance members' professional success and facilitate a vibrant, engaged community.

BYLAWS

Bylaws (as amended March 8, 2016)

STRATEGIC PLAN

Achievements Toward 2017 Strategic Plan

2018 CFAW Strategic Plan

 

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