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.

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CFA Institute Member App Available with Specialized Resources

Receive content from ten key CFA Institute publications, register for events, record CE credits, and more.

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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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Sep 18, 2019

3.6 Million Americans turn 65 each year and become eligible for Medicare. Unfortunately, for most of these people, Medicare remains a mystery. According to a recent study, 93% of people aged 55-64 admitted that they don’t understand Medicare at all. 81% people already on Medicare said they don’t have ample knowledge about the program.

The Road to Medicare - AAII Presentation

Oct 11, 2019

University of Wisconsin - Madison Department of Economics is hosting an all-day symposium this Fall featuring prominent financial and economic leaders.

American Economic Challenges Symposium

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.