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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Aug 23, 2019

Members join us as we host a members-only Annual Golf Outing. The outing will be held again at The Legend at Bergamont.

22nd Annual Golf Outing

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.