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In 1955 the Society was admitted to membership in The Financial Analysts Federation (FAF) --now part of the CFA Institute (CFAI). 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.

There are over 800 members of the CFA Society of Colorado, including security analysts, portfolio managers, academicians, and other investment professionals. Over 80% of the members are Chartered Financial Analysts (CFA®), and many other members are candidates for this professional designation.

The principal activity of the CFA Society of Colorado involves luncheon programs. These sessions feature presentations by top management of publicly owned corporations, programs on economics, investment strategies, government, financial markets, and other topics of current interest. In addition, educational seminars and workshops are provided, on subjects such as accounting developments, computer applications, and investment techniques. A major social event in held each year typically in December.