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Membership Benefits
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Connect to the Investment Community

Membership in the CFA/DFW Society will connect you to over 1,500 investment professionals in the Dallas-Fort Worth area.

Regularly Scheduled Meetings The CFA Society of Dallas-Fort Worth meets regularly from September to May to hear corporate presentations, educational presentations or industry focused panel discussions. The meetings are open to all members and their guests. Reservations are required and can be made online or by e-mail.

Corporate Programs Corporate Programs feature formal presentations by senior executives of publicly traded companies. After describing their company's current operations and outlook, these decision-makers then respond to audience questions, affording unique insights into company and industry issues.

Educational Programs Educational Programs are a major goal of the society and constitute approximately one half of all meetings. Distinguished speakers explore topics of current interest to practitioners, and CFA charterholders earn credit in the Continuing Education Programs.

Annual New Charterholder Recognition Every fall, the Society honors its new CFA charterholders with a reception in their honor.

CFA Review Program The program is taught by practitioners from Kaplan Schweserand academics from Dallas-Fort Worth universities, most of whom are holders of the CFA Charter. The Review Programs for Levels I, II and III are held annually from early January through May. Registration for the course begins in mid-November. Level I is also offered in the fall in time for the December exam.

Social Gatherings and Networking An open forum to meet with other members in the industry.

Job Placement Listings Members have free access to employment opportunities in the Dallas-Fort Worth area via job listings on the website.