Overview

Founded in 1952, the CFA Society of Minnesota is one of the oldest chapters of the prestigious CFA Institute, issuer of the Chartered Financial Analyst Designation. The CFA Society of Minnesota is the 16th largest society of analysts among the 140+ member societies and affiliates worldwide. For more than 50 years we have endeavored to play a vital role within the Twin Cities investment community.

Mission

To enhance the investment profession by promoting ethical behavior, professional excellence, and fellowship through high quality, innovative programming.

Vision

We envision the CFA Society of Minnesota to be:

• Widely recognized, well respected and highly valued by investors, academia and the business community in our region.
• A society whose members are actively committed to enhancing the value of the organization by willingly giving of their time as volunteers.
• Continuously experiencing growth due to its unerring responsiveness to the needs of its members and its success at developing a strong sense of community amongst investment professionals within our region.

Organizational Chart

The Society has many moving parts with many dedicated individuals. To get an overview of the Society's structure, please click on the organizational chart to the right. 

2011 3-Year Strategic Plan

Over the summer of 2011, the CFA Society of Minnesota Board of Directors spent several months developing a new 3-year strategic plan, which we believe is a powerful followup to our highly successful (award-winning) 2008 3-year strategic plan.  You can view the 2011 Strategic Plan HERE. 

2010-2011 Annual Plan

The Society's annual strategic plan was created prior to the start of our 2010-2011 fiscal year. The plan outlines our goals for the year and what we've done to meet our 3-year strategic plan goals. To see the document, click here.

Annual Report
Click here to see our 2011 Annual Report

Local CFA Employers

Our more than 1250 local CFA Society members are employed by 300+ firms in the Twin Cities.

• 100 employ 2 or more
• 50 employ 4 or more
• 25 employ 10 or more

CFA Minnesota Membership

The following is an overview of the CFA Society of Minnesota membership for FY 2010.

CFA Charterholder Information CFA charterholder (992) Non-charterholder (111)	Percent 89.9% 10.1%
Gender Female (146) Male (783) No Data (174)	Percent 13.2% 71.0% 15.8%
Educational Degrees Held Bachelors or equivalent Masters or equivalent MBA Doctorate JD	Percent 57.5% 44.3% 6.8% 0.9% 0.9%
Age Distribution 21 – 30 years old: (98) 31 – 40 years old: (352) 41 – 50 years old: (370) 51 – 60 years old: (161) > 60 years old: (70) No Age Data Available: (52)	Percent 8.9% 31.9% 33.5% 14.6% 6.3% 4.7%
10 Year Growth Percentage 1998 2008	Percent   +4.94%