CFA Society Madison - Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

CFA Society Madison Overview

Our society is an association of local investment professionals. Consisting of portfolio managers, investment advisors, educators and other financial professionals.  We envision a CFA Society Madison that:

  • is well-known in the Madison business community and is regularly looked to as an objective resource because of its expertise on investment-related issues;
  • has an actively engaged membership that receives maximum value from their dues investment because of society-sponsored networking events and the consistent delivery of high-quality educational programs; and
  • serves as a hub for CFA-related initiatives in the Midwest through collaborative endeavors with other societies in the region and partnerships with various third parties.​

As one of CFA Institute member societies, our society connects members to a global network of investment professionals.

Our membership consists of individuals that are employed with area insurance companies, banks, money managers, wealth management firms, public agencies, universities and corporations.  The job functions represented by membership are diverse ranging from equity, fixed income and alternative investment analysts to portfolio managers, wealth managers, sales and marketing professionals and partners, principals and CEOs of their firms.


The Mission of CFA Society Madison is to lead the investment profession locally by promoting​ the highest standards of ethics, education, and the professional excellence for the ultimate benefit of members and the community​.