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. 

CFA Society Iowa is a volunteer-based organization of local portfolio managers, security analysts, investment advisors and other financial professionals. 

Learn more about the Iowa Society on our Fact Page. 
This pdf document is a great tool to educate your employer about the value of a CFA Society Iowa membership.

Become a Member of CFA Society Iowa

Candidates, as well as Charterholders, are encouraged to become a member of the society. Be a part of the most respected association of investment professionals in the world and enjoy the connection to over 100,000 members in 137 countries. CFA Society Iowa is your connection to approximately than 400 members across the State.

  • Networking events only open to members

  • Discounts for luncheon presentations and educational workshops

  • Scholarships and guidance on the exams for candidates

Click here for membership applications and links.




Our 2016 Annual Investment Strategy Dinner will be held on Thursday, April 28th at the Des Moines Golf and Country Club in West Des Moines, Iowa.  Please mark your calendar for the fourth consecutive year of this premier event.

This year's event features the following panelists Joseph Kalish, Ned Davis Research Group; Dominic Konstam, Deutsche Bank; and Jeffrey Rosenberg, CFA, BlackRock. Moderating this panel of distinguished economists and strategists will be Jim McCaughan, CEO, Principal Global Investors.

Visit our event page to learn more.


50th Anniversary Video

2015 marked the 50th Anniversary of CFA Society Iowa. To learn more about the history of the Society, the finance profession, and the Charter, watch the video below that was produced to commemorate the occasion featuring several past presidents of CFA Society Iowa.                      






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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.

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