CFA Society Madison

Why Hire a CFA Charterholder?

You’re hiring someone with unparalleled financial knowledge and who’s bound by the highest ethical standards.

73rd CFA Institute Conference

Join us for the 73rd CFA Institute Annual Conference to hear from and connect with some of the best and brightest minds from the world of global investing.

Save $400 on member registration using code SOCIETY20 until March 31, 2020.

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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.

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FEATURED EVENTS

Here's What's Happening

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Jan 23, 2020

The Officers and Directors of CFA Society Madison would like to invite you to join your colleagues for drinks and appetizers at the Capital Brewery. You'll have the opportunity to meet and network with your fellow members in a casual setting.

Member's Networking & Social Gathering

Jan 29, 2020

Please join us as Francois Trahan will discuss his 2020 outlook for the U.S. Equity Markets. His forecast is for a decline in 2020 consensus S&P 500 EPS estimates to $170, which will put pressure on equity markets in the first half of 2020. This will be followed by better price performance in the second half, as markets begin to discount a cyclical earnings recovery. Mr. Trahan is the Head of U.S. Equity Strategy at UBS Financial Services.

19th Annual Outlook Dinner

May 27, 2020

CFA Society Madison, Wisconsin School of Business, and the State of Wisconsin Investment Board are proud to once again co-host the Madison Investment Conference

2020 Madison Investment Conference

Leading the Financial Sector

News from our CFA Society and distinguished members

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REPORT

Our Year in Review!

The newest Annual Report is here! It covers the Society’s recent activities and efforts in and around Madison.

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NEWS

2018 Compensation Survey Results Now Available

See the findings from our Financial Compensation Survey for the Madison and Milwaukee area.

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Leading the Madison Investment Community