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 an overview document about our society. This document is a valuable tool for educating your employer about the value of a CFA Society Iowa membership.
Joining CFA Society Iowa
Charterholders and candidates -- as well as local professionals, students and retirees -- are eligible to join CFA Society Iowa. 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:
Free networking and "Lunch & Learn" events that are open exclusively to members
Discounts on our monthly luncheon presentations, annual golf outings and Annual Investment Strategy Dinner
Discounts on exam preparation materials for candidates
Click here to learn more about the application process.
CFA Society Iowa is a Proud Member of the Global CFA Society Passport Program
CFA Society Iowa invites members of any member society to attend our events for the Iowa society member rate through the Global CFA Society Passport Program.
Celebrating 50+ Years of CFA Society Iowa
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.