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A Member of the CFA Institute Global Network of Societies


Welcome to CFA Society Minnesota Online! ​
CFA Society Minnesota is the premier professional organization for investment professionals in the Twin Cities and throughout the Upper Midwest region: the place to connect with CFA Charterholders.

With more than 1350 members throughout the region and across a ​broad scope of firms​, we strive to serve you through relevant educational programming, career resources, membership support, networking,​ and leadership opportunities.


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Women in Investment: Boundaries, Barriers, and Opportunities
Bagels Beyond Boundaries is a discussion on women in investment. A panel will discuss the boundaries, barriers, and opportunities in this area. Panel members include Susanna Gibbons, CFA, UMN, Program Director of the Carlson School Fixed Income Fund; Karen Ho, UMN, Associate Professor of Anthropology; and Dianna Shandy, Macalester College, Associate Dean, Institute for Global Citizenship and Professor of Anthropology.

March 31 | 8:30-9:30 am | Humphrey School of Public Affairs, Minneapolis​
Questions? E-mail
Bagels Beyond Boundaries provides an informal space for students, staff, faculty and professionals to engage in discussion over bagels and coffee. Speakers from different sectors will illuminate examples from their own experience or research on ways to bring people together across boundaries to address a particular issue.

 Compensation Survey Results

​CFA Society Minnesota has just released ​the results from our 2016 Financial Compensation Survey. This is the fourth consecutive year 
2016_CFA_Societies_Compensation_Survey_MN_ND_SD_cover.jpgour Society has conducted the survey for industry professionals throughout Minnesota, North Dakota and South Dakota. The survey is available for download free of charge from the Society's Freezing Assets blog. 

This year's survey more than doubled in scope - 19 other CFA Societies throughout the Midwest and beyond participated in the project. Watch for a consolidated report in the coming weeks summarizing results for the cities of Chicago, Indianapolis, Kansas City and Saint Louis, plus the states of Florida, Iowa, Michigan, Nebraska, North Carolin​a, Ohio and Wisconsin. 

Many thanks to David Slegh, CFA, chair of the Advocacy and Public Awareness Committee, and his talented team of volunteers and interns who tackled this important Society project.

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Learn about our annual investor conference Intellisight August 22-23!