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Welcome to the CFA Society of Dallas-Fort Worth!


Letter from the President

Welcome Back to CFA/DFW!

As we begin our new fiscal year, I would like to share our goals and changes for this year, highlight some upcoming events and encourage you to participate in your local society.

Our primary goal is to better connect and serve our members. While the Society has provided robust programs and social networking events (46 last year!), the 2013 CFA Institute survey said you wanted more career related events and networking with similar practitioners. You have asked us to be more vocal about what the CFA charter stands for and to promote it with regulators and legislators. And you have asked us to work more with other investment organizations for common goals. I am happy to that we have been doing all there of these and will continue that focus for the 2015/15 fiscal year.

We have some longer term goals we are working on as well.  We are looking to create a sponsorship program to help defray costs. We are considering the establishment of a philanthropic foundation to support those seeking the charter, our local investment community and investors themselves. And we are  making changes to our governing structure this year. We have reorganized our committee structure, established an Executive Committee comprised of the society’s officers and primary committee heads, and formalized a First Vice President position.  The goals for this restructure are to allow the board to be strategically focused by laying off operational oversight to the Executive Committee, to better
empower the primary Committee Chair, and to have a primary backup during the year in case of the current President’s inability to serve. I encourage you to get to know your full board and committee heads by clicking on the “About US” tab above.

Some events we are looking forward to this year include our Forecast Dinner on January 27th at the Belo Mansion in Dallas. This event will again feature James Grant, but this time in person! Our regional CFA Societies of Texas conference will be held in Houston on February 19th and, for the first time in a long time, we will have a CFA Institute national conference in Texas! It will be in San Antonio this June and the topic will be women in investing. Speakers include top female influencers in our industry (and maybe the world!).  Back here in DFW, we already have our speaker series up and running with events scheduled for September. Be sure to check out our calendar. And if you find yourself traveling around in Texas, check out our shared societies’ offerings on the CFA TX calendar. Sign up early and sign up often! 

We are looking forward to another great year and I am honored to be your President.  If you have any questions, suggestions or ideas, please contact any of us on this board, including myself. My email address is  I look forward to seeing you at our upcoming events!

Chuck Grosvenor
President, CFA/DFW



The CFA designation recognizes knowledge, skills, and abilities in security analysis and portfolio management, emphasizing the highest ethical and professional standards. To learn more about the CFA designation and program, contact CFA Institute

This Just In...


CFA: The Gold Standard

"The Chartered Financial Analyst (CFA) qualification is roughly equivalent to a specialized postgraduate finance degree, including a mixture of economics, ethics, law, and accountancy. It is much liked by employers in financial services. Whereas there are tens of thousands of finance degrees available around the world, ranging from the excellent to the worthless, there is only one CFA, managed and examined by an American association of financial professionals, the CFA Institute."

The Economist, 2/26/2005