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Welcome to the CFA Society of Dallas-Fort Worth!



May Is Putting Investors First Awareness Month

Each May, CFA Institute members join together to build awareness around the importance of putting clients first. By supporting Putting Investors First Month, we want to inspire our community to make a real impact and foster a market environment where both investment professionals and investors can thrive.


Join the Movement this May:

Statement of Investor Rights: Share the 10 things investors should expect from their financial services providers.

From Trust to Loyalty: A Global Investor Trust Study: Edelman and CFA Institute partnered to survey the level of trust in the industry.

Asset Manager Code of Professional Conduct: Over 1,000 firms from more than 30 different countries who have adopted the code and committed to ethical principles that put clients first. Is your firm one of them?

The Integrity List: Fifty ways to restore trust in the investment profession.

Find an event near you: Last May, over 85,000 CFA Institute members participated in local events that called attention to the needs and rights of investors.


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


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

CFA/DFW 2016-2017 Program Year