CFA Society Iowa

A Member of the CFA Institute Global Network of Societies


Welcome to CFA Society Iowa!

CFA Society Iowa was founded in 1965 to foster the interchange of information and opinions among investment professionals, to encourage a high standard of ethics and sound professional standards of investment management and research, and to enhance professional knowledge and skills. 

We are a volunteer-based organization of local portfolio managers, security analysts, investment advisors and other financial professionals. 

Click here for our Fact ​Page​.
This pdf document is a great tool for educating your employer about the value of a CFA Society Iowa membership.

Becoming a Member of CFA Society Iowa

Candidates and Charterholders are encouraged to join the society. As the most respected association of investment professionals in the world, CFA Society Iowa is your connection to more than 400 members across the state, as well as more than 100,000 CFA Institute members in 137 countries. ​​As a member, you'll also ​enjoy the following benefits:

  • Networking events open exclusively to members

  • Discounts on​ luncheon presentations and educational workshops

  • Scholarships and guidance on exams for candidates

​Click here for membership applications and links.

​Celebrating 50 Years

CFA Society Iowa celebrated its 50th anniversary in 2015​!​ The video below was produced to commemorate the occasion, and provides more information on the society's history, the finance profession and the Charter.                  






 Find an Adviser

Why Choose a Charterholder?

No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst (CFA) designation.

Learn more or find an adviser now.

 ‭(Hidden)‬ (Hidden) Google Tracker - Do not remove