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We're proud to participate in the Collaborative Women in Investment Management (WIM) initiative!

This collaboration is modeled after the CFA Institute Women In Investment Management (WIM) Initiative. CFA societies and FPA chapters around the country have joined efforts to further our shared goals of inclusion and diversity in capitalism.

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Learn how to make a difference in your career—and the world

The CFA Institute Certificate in ESG Investing gives you the knowledge you need to manage investments with a focus on integrating environmental, social, and governance factors. It can help you gain an edge in a fast-moving market.

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Congratulations to our 2022 class of CFA charterholders!

Congratulations to those local finance professionals who have become CFA charterholders in 2022, joining the more than 165,000 charterholders around the world building a better world for investing.

Our newest charterholders

FEATURED EVENTS

Here's What's Happening

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Dec 06, 2022

Happy Hour at Zeppelins in Cedar Rapids: Join us for free drinks and appetizers, and a brief presentation from Hamish Preston and Phil Brzenk on "The S&P 500 Ecosystem: Liquidity, Factors, ESG & Multi-Asset Building Blocks." Feel free to stick around afterwards to watch the Iowa vs. Duke basketball game! This is a great chance to socialize and network with other members and candidates! Special thanks to our event sponsor, S&P Global!

Dec 08, 2022

Happy Hour at Exile Brewing Co. in Des Moines: Join us for free drinks and appetizers, and a brief presentation from Hamish Preston and Phil Brzenk on "The S&P 500 Ecosystem: Liquidity, Factors, ESG & Multi-Asset Building Blocks." Feel free to stick around afterwards to watch the Iowa / Iowa State basketball game! This is a great chance to socialize and network with other members! Special thanks to our event sponsor, S&P Global!

Dec 14, 2022

In Person / Virtual Luncheon: "Active vs. Passive: What is Happening, and When Will It End?": Craig Lazzara of S&P Global will present, with a focus on the evolution and effectiveness of the indexing methods. Use this link to register to attend virtually (via Zoom): https://tinyurl.com/3cdxjc6z

Leading the Financial Sector

News from our CFA Society and distinguished members

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Volunteer Opportunities Available

Seeking diverse backgrounds from private wealth managers to institutional investors to help shape Iowa finance.

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Resources to help you stay informed about industry developments

Thought leadership helping shape a more trustworthy, forward-thinking investment profession that better serves society.

Resources

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Does Your Wealth Manager Measure Up?

By completing the CFA® Program, CFA charterholders have proven they measure up to the complexity of your financial life.

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NEWS

Congratulations to the CFA Charterholder Class of 2018!

15 local finance professionals join more than 165,000 charterholders globally building a better world for investing.

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A Member of the CFA Institute Global Network of Societies

We're proud to participate in the Collaborative Women in Investment Management (WIM) initiative!

Learn how to make a difference in your career—and the world

Congratulations to our 2022 class of CFA charterholders!

FEATURED EVENTS

Here's What's Happening

FEATURED NEWS

Leading the Financial Sector

News from our CFA Society and distinguished members

ARTICLE

Volunteer Opportunities Available

ARTICLE

Resources to help you stay informed about industry developments

ARTICLE

Does Your Wealth Manager Measure Up?

NEWS

Congratulations to the CFA Charterholder Class of 2018!

PRIMARY SPONSORS

Our Sponsors

Our distinguished financial supporters this year provide support for our outreach efforts.

Gold Annual Sponsor

Silver Annual Sponsor

Silver Annual Sponsor

Silver Annual Sponsor

Silver Annual Sponsor

Research Challenge Sponsor