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A Member of the CFA Institute Global Network of Societies

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Level I Intensive Review Weekend

Apr 28, 9:00 AM - Apr 30, 5:00 PM

Level II Intensive Review Weekend

May 5, 9:00 AM - May 7, 5:00 PM

Writing Group

11:30 AM - 1:00 PM

Speaking Group

May 10, 11:30 AM - May 24, 1:30 PM

 Candidate Corner

Sign-up for Intensive Review Weekends below!

​Level I deadline 4/23

Level II deadline 4/30

Level III deadline 5/7


Welcome to CFA Society Minnesota Online! ​
CFA Society Minnesota is the premier professional organization for investment professionals in the Twin Cities and throughout the Upper Midwest region: the place to connect with CFA Charterholders.

With more than 1350 members throughout the region and across a ​broad scope of firms​, we strive to serve you through relevant educational programming, career resources, membership support, networking,​ and leadership opportunities.

 

The Distinguished Speaker Series Presents:
"Back to the Future: Stewardship"​ with Fred H. Speece, JR., CFA 
May 16 | 5 pm | Minneapolis | Register​​​

This event will be in recognition of the Putting Investors First campaign

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During the past 25 years, the investment management culture has changed. Asset gathering is the primary goal for many and benchmark/peer risk is deemed to be more important than capital risk: a fool's errand indeed. These attitudes have not served investors well. As such, it will not only harm investors but it will eventually result in permanent damage to the investment management business. The corrective action: Renew the commitment to fiduciary responsibilities and focus on fundamental investing. There is no substitute for simply doing the work necessary to analyze a company's business, financials, management effectiveness, and to determine the value of the stock. Investors and investment managers who adhere to these principles will be rewarded handsomely.

 Compensation Survey Results

​CFA Society Minnesota has just released ​the results from our 2016 Financial Compensation Survey. This is the fourth consecutive year 
2016_CFA_Societies_Compensation_Survey_MN_ND_SD_cover.jpgour Society has conducted the survey for industry professionals throughout Minnesota, North Dakota and South Dakota. The survey is available for download free of charge from the Society's Freezing Assets blog. 

This year's survey more than doubled in scope - 19 other CFA Societies throughout the Midwest and beyond participated in the project. Watch for a consolidated report in the coming weeks summarizing results for the cities of Chicago, Indianapolis, Kansas City and Saint Louis, plus the states of Florida, Iowa, Michigan, Nebraska, North Carolin​a, Ohio and Wisconsin. 


Many thanks to David Slegh, CFA, chair of the Advocacy and Public Awareness Committee, and his talented team of volunteers and interns who tackled this important Society project.

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Learn about our annual investor conference Intellisight August 22-23!