As one of CFA Institute's member societies, CFA Society Iowa's mission is to lead the investment profession in the state of Iowa, and to maximize value for current and future members.
We do this by:
- Promoting the highest ethical and professional standards within the investment industry;
- Encouraging professional development through the CFA Program and continuing education;
- Facilitating the exchange of information and opinions among people within the local investment community and beyond; and
- Working to further the public's understanding of the CFA designation and investment industry.
Our 500+ members are portfolio managers, security analysts, investment advisors and other financial practitioners. The CFA designation is not a requirement of membership in our society. Approximately 90-95% of our members are CFA charterholders, but we also offer membership to CFA candidates, college students studying finance, and other financial practitioners.
We have served Iowa's investment and financial practitioner community since since 1965.