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Upcoming Events


June 18, 2020 – Virtual Annual General Meeting & Happy Hour with Raffle Prizes!



CANCELLED: June 2020 CFA Institute Exam
See letter to exam candidates from Julie Toler, 2020 Chair for CFA Societies Texas Board of Directors.

We thank all of you for your support and we look forward to welcoming you back to our in-person events just as soon as we are able to schedule them.



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…

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Thank You To Our Annual Dinner Lead Sponsor

Thank You To Our Platinum Sponsors