Educational Programs
All Society members and interested parties are invited to participate in the Society’s education program, whose primary purpose is to offer the latest insights into markets, trends, and other aspects of the financial services industry. These events are also a great opportunity to meet other charterholders and candidates.
The CFA Society of Minnesota educational events are traditionally held on Thursdays. Luncheons are held from 12:00pm to 1:00pm with registration and networking beginning at 11:30am. Breakfasts are held from 8:00am to 9:00am with registration and networking beginning at 7:30am.
For our current events, please see our Event Calendar.
Some previous presenters included:
· John Gavin, CEO, Disclosure Insight - a breakfast program
· Richard Davis, CEO, US Bancorp - a breakfast program
· Jim Paulson, Chief Investment Strategist, Wells Capital Management
· David Ranson, HC Wainwright & Co.
· David Tittsworth, Executive Director, Investment Adviser Association
Continuing Education Credits
Through the CFA Institute event registration portal, CE credits are automatically applied to those members who are also CFA Institute members. Generally, breakfast and luncheon sessions provide 1 CE credit. (Some of our annual events provide more CE credits.)
Sponsorship Opportunity
The CFA Society of Minnesota is pleased to provide opportunities for vendors and sponsors to support programming for our members. For more details, contact Maren Amdal, Executive Director, or the Programs Committee.
Cancellation Policy
We recognize that scheduling conflicts can arise, so we accept cancellations with full refund up to the week prior to the event. To initiate this refund, please contact Maren Amdal by 5pm Friday of the week prior to the event for which you registered.