About Us

OVERVIEW

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.

The principal activities of the Society involve educational programs, company presentations, holiday events, our annual Forecast Dinner, and networking events for members and guests. 


CFA Institute Statement of Investor Rights 

When engaging the services of financial professionals and organizations I have the right to...

1. Honest, competent, and ethical conduct that complies with applicable law
2. Independent and objective advice and assistance based on informed analysis, prudent judgment, and diligent​ effort
3. My financial interests taking precedence over those of the professional and the organization
4. Fair treatment with respect to our clients 
5. Disclosure of any existing or potential conflicts of interest in providing products or services to me 
6. An understanding of my circumstances, so that any advice provided is suitable and based on my financial objectives and constraints 
7. Clear, accurate, complete, and timely communications that use plain language and are presented in a format that conveys the information effectively 
8. An explanation of all fees and costs charged to me, and information showing these expenses to be fair and reasonable 
9. Confidentiality of my information 
10. Appropriate and complete records to support the work being done on my behalf

Want to learn more about the CFA Institute Statement of Investor Rights? Click here.


The Integrity List 

Actions you can take, inspired by real world ideas from CFA charterholders and members

Commit: It Starts With You
Inspire: Be an Ethical Leader
Engage: Develop Trustworthy Relationships
Communicate: Be Transparent 
Learn: Build Your Knowledge
Advocate: Shape a Better System

Click here​ to read more about The Integrity List​

 

MISSION

Lead the Colorado investment community by championing the highest ethical standards, promoting professional and educational excellence, and engaging the public.

Get Involved 

Volunteer for your local society! We're always looking for new volunteers. Getting involved is a great way to network and to make new friends. 

Why volunteer for a committee? 
Through committee activities, members have an opportunity to contribute their ideas, talent, and organizational skills to the common of goals of the committee and Society. Our committees provide a forum for members to develop professional relationships while building their knowledge.  Committee work puts you in contact with other investment professionals.  It is a great way to gain additional expertise in new areas or gather new ideas in your current area and to enhance leadership abilities.

What is involved in being a CFACO committee volunteer?
Activities vary by committee, but may include planning presentations on topics pertaining to the committee's area of interest, disseminating information on a particular topic, or building relationships with specific groups in the investment community. 

Contact Ashley Montoya