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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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

Jan 16, 2020

Please join Cantor Fitzgerald’s Peter Cecchini as he discusses key themes in rates, currency, commodity and risk-asset markets for 2020!

2020 Market Outlook - Opportunities and Pitfalls

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

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.