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CFA SOCIETY OF HOUSTON
www.cfahouston.org
CFA Society Houston
Our mission is to lead the investment profession globally
by promoting the highest standards of ethics, education,
and professional excellence for the ultimate benefit of society
3
HISTORY
1962• Institute of Chartered Financial Analysts Incorporated
• Headquartered in Charlottesville, Virginia
1963• 268 Men & Women Passed Level III and Received Charters
CFA INSTITUTE
CFA DESIGNATION
AROUND THE WORLD
MEMBERSHIP
CFA SOCIETY OF HOUSTON
EVENTS
4
OBTAINING THE CHARTER
What Does It Take to Receive the Designation?
• Passing 3 Difficult Exams
• Demonstrating 4 Years of Investment Management Experience
• Abiding by the CFA Code of Ethics and Professional Conduct
One in Five Who Start the Program Become Charterholder
CFA INSTITUTE
CFA DESIGNATION
AROUND THE WORLD
MEMBERSHIP
CFA SOCIETY OF HOUSTON
EVENTS
5
GLOBAL PRESENCE
Presence in 150 Countries
144 CFA Societies in Americas
On June 30, 2014, the CFA Institute’s Global Membership was over 127,756
CFA INSTITUTE
CFA DESIGNATION
AROUND THE WORLD
MEMBERSHIP
CFA SOCIETY OF HOUSTON
EVENTS
6
TYPES OF MEMBERS
Members Can Be Either “Affiliate” or “Regular”
• Affiliate: Passed Level I and Continuing with the Program
• Regular: Chartered Members
• Student: Valid ID required
Members Must Belong to the Institute and May Join the Local Society
CFA INSTITUTE
CFA DESIGNATION
AROUND THE WORLD
MEMBERSHIP
CFA SOCIETY OF HOUSTON
EVENTS
7
HOUSTON SOCIETY
Houston’s Society was formed in 1955 as the Houston Society of Financial Analysts
•Name was Later Changed to the CFA Society of Houston
On June 30, 2014, Houston’s Membership was over 895 ~750 CFA Charterholders
CFA INSTITUTE
CFA DESIGNATION
AROUND THE WORLD
MEMBERSHIP
CFA SOCIETY OF HOUSTON
EVENTS
8
HOUSTON SOCIETYExtensive educational program
~32 educational lunches
3-4 social and networking hours
Educational events for professionals
CFA Society of Houston has a Scholarship Fund 4 scholarships a year
Rice University, University of Houston
CFA Institute Research Challenge – Southwest US All teams write a research report on a local company, finalists in SW US
give a presentation at TIPS (Texas Investment Portfolio Symposium )
IRC team selection process is run entirely through the Wright Fund (WF)
CFA INSTITUTE
CFA DESIGNATION
AROUND THE WORLD
MEMBERSHIP
CFA SOCIETY OF HOUSTON
EVENTS
9
TEXAS SOCIETIES
The Houston Society is a Member of the CFA Societies of Texas
•CFA Societies of Texas is an Organization of the Four Texas Societies (DFW, Austin, San Antonio, and Houston)
•Combined Membership is over 2500 Members
CFA INSTITUTE
CFA DESIGNATION
AROUND THE WORLD
MEMBERSHIP
CFA SOCIETY OF HOUSTON
EVENTS
10CFA Society Houston
November 14, 2014
“PUTTING INVESTOR FIRST”
CFA Society Houston