2018 Proxy and Notice of annual meeting 

Members please submit your 2018 Proxy by June 18th. Please click here to submit proxy. Once logged in, click the "Surveys" link on the side menu and the Proxy will appear. If you need help with login information please contact Ashley or click here to reset your password. 

To All Regular Members in Good Standing of CFA Society Colorado:
Notice is hereby given that the Annual Meeting of CFA Society Colorado will be held at 12:00 noon on June 20, 2018, at the Denver Country Club, 1700 East First Avenue, Denver, Colorado.

Please click here to learn more about the Annual Meeting and register. 

Note:  CFA Society Colorado Bylaws permit voting by Regular members only.  This proxy is mailed to all members for informational purposes only.  However, everyone is welcome to attend the Annual Meeting.


In 1955 the Denver Society of Security Analysts (DSSA) was admitted to membership in The Financial Analysts Federation (FAF) --now part of CFA Institute. The DSSA was incorporated in 1968 pursuant to the Colorado Nonprofit Corporation Act. In 2005, the DSSA name was updated to the CFA Society of Colorado (CFACO).

There are over 1,100 members of CFA Society Colorado, including security analysts, portfolio managers, academicians, and other investment professionals. Over 85% of the members are Chartered Financial Analysts (CFA®), and many other members are candidates for this professional designation.

The CFA designation is an internationally recognized credential awarded to investment practitioners who pass three sequential examinations over a minimum of three years in a broad-range of investment topics including: portfolio management, ethics, equity analysis, fixed income analysis, accounting, quantitative analysis and economics. In addition to the rigorous testing, a CFA charterholder must work in the investment profession analyzing or managing investments for at least four years and must agree to abide by the CFA Institute Code of Ethics.

New Membership Levels available

CFA Society Colorado is now offering TWO new membership levels. Local-Only and Candidate members can now apply to become a member of CFACO. Click here to read more!

2018 FOrecast Dinner 

Upcoming Events

Jun 20

Annual Meeting

Notice of Annual Meeting of Members

Jun 23

TGIO! Post Exam Celebration

Join us for post exam celebrations at Henry's Tavern!