Upcoming Events

March 5, 2020 – Happy Hour & Networking Event

March 26, 2020 – Luncheon with Rob Kaplan

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…