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Welcome to CFA Society Iowa Online!

CFA Society Iowa is the premier organization for investment professionals and other financial practitioners in Iowa.

Proud Member of the Global Passport Program

Members of other participating societies are welcome to attend our events at our member rate!

Congratulations to the 2019 Class of CFA Charterholders!

Congratulations to those local finance professionals who became CFA charterholders in 2019, 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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Feb 28, 2020

CFA Society Iowa Local Research Challenge (Cedar Rapids): All society members are welcome to stop by to watch the presentations. Also, employers interested in intern and/or employee candidates--including HR, management and other appropriate personnel--are invited to attend the presentations. The event will run from 1:30 PM to approximately 4:30 PM at Tippie College of Business - Cedar Rapids Center, 221 2nd Avenue SE, Suite 300, Cedar Rapids, IA. Please email Harley Gorter at education@cfaiowa.org for more information.

Mar 10, 2020

Member Networking Event: CFA Society Iowa members are invited to join us as we watch a private screening of the 1980's finance classic "Trading Places" and enjoy free drinks and appetizers before and during the show. Networking begins at 5:00 PM and the movie will begin promptly at 5:45 PM.

Mar 11, 2020

Luncheon in West Des Moines: Jack Vogel of Alpha Architect LLC will present "Factor Investing and Failures," which gives a history of Factor Investing, as well as the "failure" of some factors. It also includes a framework to determine what factors may work in the future.

Apr 16, 2020

2020 Annual Dinner: Tickets to our highly anticipated 2020 Annual Dinner are sold out! On Thursday, April 16, 2020, a diverse group of Iowa's leading investment and financial professionals will gather at The Tea Room in downtown Des Moines for a memorable evening of networking, dinner, drinks and a keynote address by Daymond John - Founder/CEO of FUBU, Presidential Ambassador for Global Entrepreneurship, Star of ABC's Shark Tank, and CEO of The Shark Group! We look forward to seeing you there!

May 09, 2020

Live Practice Exam (Iowa City): CFA Society Iowa is offering a live practice exam to candidates sitting for a June 2020 CFA Exam. Registration deadline is April 28. CFA Society Iowa members, please email iowacfa @ gmail.com for a discount code that will allow you to register for free.

May 09, 2020

Live Practice Exam (Des Moines): CFA Society Iowa is offering a live practice exam to candidates sitting for a June 2020 CFA Exam. Registration deadline is April 28. CFA Society Iowa members, please email iowacfa @ gmail.com for a discount code that will allow you to register for free.

Leading the Financial Sector

News from our CFA Society and distinguished members

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ARTICLE

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.

Learn More

A Member of the CFA Institute Global Network of Societies

Welcome to CFA Society Iowa Online!

Proud Member of the Global Passport Program

Congratulations to the 2019 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