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.