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About CFA/DFW

The CFA Society of Dallas-Fort Worth (formerly the Dallas Society of Financial Analysts and prior to that, the Dallas Association of Investment Analysts) was founded in 1951 to:

  • provide interchange between investment and portfolio managers;
  • promote good fellowship among those whose primary occupation is investment and securities analysis;
  • improve analytical procedures and techniques;
  • promote our membership to the investing public.  The society plays a vital role within the Dallas and Fort Worth area promoting a better understanding of the investment management profession;
  • to encourage, strengthen and support the Chartered Financial Analyst® professional designation and to assist those candidates working towards achieving the CFA® charter.
Of equal importance has been its mission to promote high standards of professional and ethical conduct among its members. For more than 50 years, these objectives have guided the society and the local investment community.  The society was the 15th formed worldwide. 
 
As of April 2014, The CFA Society of Dallas-Fort Worth has 1,210 active members, and is among the largest member societies of the CFA Institute (formerly the Association of Investment Management and Research).
 

Mission Statement

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. Carter Burgess Buidling
  • 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.

CFA/DFW Overview

 (as of 4.2014)

CFA Charterholder Information
Percent
CFA charterholder (1,126)
93%
Non-charterholder (84)
7%
   
Types of CFA Institute Members
Percent
Regular (1,181)
98%
Affiliate (29)
2%
 
 
Member Demographic Averages
Average
Years with the Charter
10
Years in the Industry
18
Age
44