Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

About CFA Society Iowa

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.

About the CFA Designation

Administered by CFA Institute, the Chartered Financial Analyst® (CFA®) Program is a graduate-level, self-study curriculum and examination program for investment specialists. Established in 1962, the CFA Program sets the global standard for investment knowledge, standards, and ethics. Earning the credential can serve as a passport to entry or advancement within the investment profession around the world.

The designation tells clients, employers, and colleagues that the charterholder has mastered a rigorous curriculum covering a broad range of investment topics and that he or she is committed to the highest ethical standards in the profession.