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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Oct 17, 2019

Come hear from an industry luminary calling attention to disturbing trends in the accounting practices of listed companies as he shares his views on corporate governance and reporting quality. Our featured speaker will be Charlie Dreifus, CFA with Royce & Associates.

Accountability: Accounting & Governance

Nov 13, 2019

Many investors believe early stage biotech companies are a gamble. Join us for a discussion of the framework Michael Caldwell and his team developed over the last decade for investing in the biotech industry.

Counting Cards in Biotech

Dec 11, 2019

Please join us as Exact Sciences’ Jeff Elliot and Megan Jones visit the Society on December 11th to discuss an overview of the company’s history, current state of the business, and the recent progress and plans for the future.

Join us for an Exact Sciences Overview on 12/11/2019

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.