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 Annual Investment Strategy Dinner was held on Thursday, February 12th at the Des Moines Golf and Country Club in West Des Moines, Iowa.  The evening featured Dr. Thomas Root of Drake University and Ms. Anne Mathias of Guggenheim Investments.

We would like to thank our membership support to bring this premier event to Des Moines for the third consecutive year. 

A special thank you to this year's generous sponsors:

Gold Sponsors:




Silver Sponsors:










Help us plan future site improvements: Respond to the survey.


 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