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The Investment Professional

Competence, integrity, and independent judgement are the hallmarks of today's investment professional. Collectively, these form the basis for serving the public trust. The need for able, objective, and trustworthy investment advice and expertise has never been more critical.

Mission Statement

Mission: The goal of the CFA Society of Dallas-Fort Worth is to provide timely information, education, professional enhancement, networking opportunities and advocacy to investment professionals in the greater North Texas area.

Purpose: The purposes of the society are as follows:

• To provide a professional society for financial analysts and investment professionals in the Dallas-Fort Worth and North Texas area.
• To foster the interchange of information and opinions among the members.
• To promote topical and educational meetings relevant to the profession.
• To foster a high standard of ethics and to promote sound, professional standards of investment research and portfolio management among the members.
• To foster high educational standards for institutions providing instruction in the field of financial analysis and also among the members through participation in the Chartered Financial Analyst® Examination Program.

Contact Information:

CFA Society of Dallas-Fort Worth, Inc.
Post Office Box 820516
Dallas, TX 75382-0516
info@cfadfw.org

*When attending programs, you may be photographed and your photo may appear on the CFA/DFW website.