CFA Society Washington DC

Benefits of Membership


CFA Washington provides multiple opportunities for professional development.

Educational Events

CFAW holds 20-30 Continuing Education accredited events per year. These have included our Dodd-Frank Conference; the Charter Ceremony featuring legendary speakers; a series focused on RIA firm growth and management; as well as speakers and panels discussing asset allocation, emerging markets, the economic outlook, global investing and more.

CFA Study Program

CFAW partners with leading educational providers to ensure you are well prepared for levels I, II and III. We offer weekly CFA prep classes as well as Mock Exams that mirror the actual exam day experience.

Training Seminars

CFAW offers training programs focused on financial modeling. During these intensive 3-day seminars, participants learn modeling methodologies in Excel. We recently added Technical Analysis Training.


Throughout the year, CFAW offers other events geared toward networking with your colleagues, peers and potential recruits in our DC investment community. Some of these include:

The Annual Dinner

Probably the largest gathering of local investment professionals in the DC area each year, with nearly 300 attendees, a prominent speaker and held at a unique DC venue.

The Annual Meeting

Hosted for the past three years at foreign embassies, we conduct a networking reception after discussing routine Society governance, such as our annual elections of officers and directors.

Summer Happy Hour Series

During the quieter summer months, we host free Happy Hours with hosted appetizers in DC, Arlington and Bethesda, representing three key communities of our members’ offices and homes.

The Holiday Reception

Typically held at the beautiful penthouse at US Trust, we host a free and festive holiday celebration for our members.


Career Events

Each year we hold the Government Career Panel which is also a mini job fair. Employers such as the financial regulatory agencies are eager to meet CFA charterholders.

We also hold other career-focused events, including speakers who advise on things like networking, business writing skills and building effective investment teams.

Career Resources

Our Job Board features opportunities in the mid-Atlantic area. Members are able to upload their resume to a searchable database to which hundreds of employers have access.

CFA Candidate Study Resources

We’ve partnered with Kaplan Schweser to provide local candidates with live weekly study classes plus other online exam prep resources. We offer two mock exams in June and one in December.


CFAW has partnered with several firms to enhance our membership benefits:

For more information please email

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