CFA Society Madison

A Member of the CFA Institute Global Network of Societies

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 Welcome to CFA Society Madison

CFA Society Madison serves its members by providing a regional forum for the discussion of investments, economics and finance. The organization promotes high standards of expertise and conduct among investment managers and analysts.

In 1995 the Madison Chapter of CFA Society Milwaukee was established with a total of 58 members.  By 1998 the Chapter had grown to 87 members, enough to be admitted with full society status by CFA Institute under the name Madison Investment Management Society.  The name was changed to CFA Society Madison in 2002. 

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STATEMENT OF INVESTOR RIGHTS

WHEN ENGAGING THE SERVICES OF FINANCIAL PROFESSIONALS AND ORGANIZATIONS, I HAVE THE RIGHT TO...

  1. Honest, competent, and ethical conduct that complies with applicable law;
  2. Independent and objective advice and assistance based on informed analysis, prudent judgment, and diligent effort;
  3. My financial interests taking precedence over those of the professional and the organization;
  4. Fair treatment with respect to other clients;
  5. Disclosure of any existing or potential conflicts of interest in providing products or services to me;
  6. Understanding of my circumstances, so that any advice provided is suitable and based on my financial objectives and constraints;
  7. Clear, accurate, complete and timely communications that use plain language and are presented in a format that conveys the information effectively;
  8. An explanation of all fees and costs charged to me, and information showing these expenses to be fair and reasonable;
  9. Confidentially of my information;
  10. Appropriate and complete records to support the work done on my behalf.

For more information visit CFA Institute's Future of Finance website.

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 Who is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

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