Save the date for our 17th Annual Dinner

Click here for more information on the evening!

Join us October 18th for lunch with Dave Meats, Morningstar Research Services

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Upcoming Events

November 28, 2018 – New Charterholder Dinner and Holiday Party 

December 11, 2018 – Luncheon with Brent Humphries

March 6, 2019 – 17th Annual Investment Strategy Dinner

Our mission is to Lead the Austin investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of our members and the community.

 

 

 

 

What is the CFA Difference?

The Chartered Financial Analyst (CFA) designation is a badge of distinction.  It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. Learn More…

Click here to view State Resolution honoring statewide Charterholders.

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