CFA Society Iowa | Homepage

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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Sep 25, 2020

Annual Golf Outing - Coralville: Members and non-members of all skill levels are welcome to join us for this golf outing at Brown Deer Golf Club! Last day to register is Sept 17. Thank you to our Presenting Sponsor, First Trust!

Oct 07, 2020

Webinar: "Investor Trifecta: A Wild Presidential Election, a Recession and a Pandemic" - In a time of government expansion, Washington politics is playing a larger role in the financial markets than ever before. Accordingly, investors have become much more exposed to political risk. Stuart Sweet, President of Capitol Analysts Network, presented by First Trust, will discuss the upcoming election and potential risks and opportunities for professional investors.

Nov 04, 2020

2020 Annual Dinner: Tickets to our highly anticipated 2020 Annual Dinner are sold out! On Wednesday, Nov. 4, 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 hope to see you there!

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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