Welcome to the CFA Society of Iowa!
The CFA Society of Iowa, Inc., 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.
The CFA Society of Iowa is a volunteer-based organization of local portfolio managers, security analysts, investment advisors and other financial professionals.
Scholarship Application for June 2012 Exam now available
The CFA® Society of Iowa is pleased to offer scholarships for the June 2012 exam. Society scholars must fulfill all CFA candidate requirements to register. If society scholars are undergraduate students, they must be in the final year of their degree program.
What the scholarship covers:
- CFA Program enrollment fee (if applicable) is waived and the registration fee is discounted.
Society scholars pay only the cost of curriculum and shipping costs ($185/eBook, $245/print, and $275/eBook and print) plus any applicable taxes and import duties.
- Curriculum discounts apply for returning candidates.
- The fee is non-refundable and non-transferable.
- Scholarships cannot be deferred to another exam offering.
How to apply:
Candidates should download and complete the attached application and forward it to education@cfaiowa.org. Application deadline is January 3, 2012. No applications will be considered after that date.
Best of luck in your preparation for the June 2012 exam.
View our Most Recent Newsletters and Event Invitations
We have recently started utilizing Constant Contact as a mailing service for our email newsletters and event notifications. If you did not receive our most recent newsletters or invitations and would like to view them, you may do so by following these links:
September 14th Luncheon Invitation - featuring Mr. John Gavin, CFA
May 2011 Newsletter
April 2011 Newsletter
March 2011 Newsletter
February 2011 Newsletter
Email iowacfa@gmail.com to add your name to our current distribution list or to receive instructions on whitelisting us with your company or ISP.
University of Iowa Students Compete in Global Investment Research Challenge
The University of Iowa CFA Global Investment Research Challenge team secured first place at the Nebraska/Iowa/South Dakota challenge and was the representative at the Americas final in April. Teams from North and South America competed in Omaha to determine the representative for the global finals the next day.
"Although we did not advance, the experience was tremendous. The students had a terrific presentation and represented the university well," said Catherine Zaharis, CFA, from the Tippie School of Management who accompanied the group. "There were many interesting activities in our days at the Americas Finals in addition to the competition. We met Warren Buffett when he spoke with the teams in a two hour Q&A, as well as Joe Ricketts, Founder of Ameritrade and American Film Company, whose first film – Conspirator - is out in theatres this week. And we shared a fabulous evening with Iowa alums Curt and Carol Lane. Curt is on the Tippie Board of Visitors and runs a hedge fund, Concordant Partners. Tippie was represented in the Challenge by Kshipre Pitre, Wes Harrington, Eric Eckerman and Jared Plotz, and the company they presented was Werner Enterprises."
Local CFA Society of Iowa member, Paul Galloway, CFA is Assistant Director of Capital Markets for Principal Financial Group, and made time to serve as a volunteer judging papers in January, and travelled to Omaha to volunteer as a judge in the Americas Finals. "I mentored a team in 2010 and felt that the GRIC was an excellent opportunity for young college talent to show their skills. In addition, I view this as a chance to give back to our local society by helping out so when I was asked to participate again this year, I was in."
Galloway adds, "I was eager to hear the presentations and was absolutely blown away by the level of competition. They were well prepared and they knew their respective company inside and out, as well as the industry. In addition, they addressed the judge’s questions with poise and confidence. I view this competition as a way to recruit future talent into our industry by giving them a taste of what investment analysis is about. "
Galloway had the pleasure of judging the team from the University of Southern California, which was the Americas winner. A team from Italy ended up winning the entire competition on April 8th.
Pictured below is the University of Iowa team (from left to right): Wes Harrington, Jared Plotz, Eric Eckerman, and Kshipre Pitre.
June 2011 CFA Society of Iowa Scholarship Winners
The CFA Society of Iowa offers congratulations to the following scholarships recipients for the June 2011 exam:
Joel Bennett
Brian Early
Xiang Gao
Govind Kurade
Kyle Larson
Amit Poddar
Kevin Shires
Mark Spurgeon
Schweser Scholarship Winners
We offer our congratulations to the following recipients of the June 2011 Schweser Scholarships. These candidates will be awarded exam preparatory materials from Schweser:
Jerrod Appenzeller - Level I
Timothy Su - Level II
Xiaoshuang Wang - Level III