Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

Overview

CFA Society Austin was founded in 1963 to serve the practitioner’s need for specialized knowledge, advanced studies, and information on new developments in investments and financial management. Of equal importance has been its mission to promote high standards of professional conduct among its members. The society is a member of the CFA Institute, formerly known as the Association of Investment Management and Research (AIMR). CFA Society Austin was admitted to membership in 1966 as part of the Austin-San Antonio Society and then in 1985 as the Austin Society. In 2005, the Austin Society underwent a name change from the Austin Society of Financial Analysts, Inc. (ASFA) to the current name, CFA Society of Austin.

Mission

​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.