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

About CFA Society Minnesota

Founded in 1952, CFA Society Minnesota is one of the oldest chapters of the prestigious CFA Institute, issuer of the Chartered Financial Analyst® Designation. CFA Society Minnesota is the 24th largest society among the 160 member societies and affiliates worldwide. For over 70 years we have endeavored to play a vital role within the Upper Midwest investment community.

To advance professional excellence while promoting ethical behavior and fellowship through development and engagement opportunities for our members.

We envision a CFA Society of Minnesota that is highly valued, well respected, and widely recognized by investors, academia, and the business community in our region.

Who is CFA Society Minnesota?

  • More than 1,400 Members who live and work in Minnesota, North Dakota, South Dakota, and Western Wisconsin
  • An average of 868 Candidates per year taking CFA Exams in Minnesota
  • 140 Active Volunteering Members
  • A staffed office in downtown Minneapolis, able to personally assist you with networking and career resources
  • See demographic info about our members

Did you know that each local society is a separate company​ from
CFA Institute?

​​​CFA Institute is a global, nonprofit member organization ​of financial analysts, portfolio managers, and other investment professionals.

Interested in getting involved?

Contact Us

Committee Roles & Responsibilities

Advocacy Committee

Chair: Director at Large, as appointed

CFA Institute is positioned as the thought and action leader in ethics within the financial services industry. Maintaining this position is a critical purpose of CFA Institute’s mission. Doing so encompasses many broad-reaching and ambiguous facets of the industry, ranging from advocating for Capital Markets Policy to espousing Professional Standards and reiterating the importance of GIPS. It is, nevertheless, imperative that CFA Society Minnesota utilize resources that compress these broad, critical pillars of the CFA Institute into relevant, localized programs and content. The Advocacy/Career Development Committee utilizes a targeted project-based approach to satisfy its objective. Communication with our local members and employers on how the Society is serving in their best interests creates value. Reiterating this value proposition through consistent and differentiated offerings reinforces this perception within our Members. The Committee seeks to aid in the ongoing awareness of the Society through social and other media, and other outlets as needed.

Projects include: Editorial Board, Freezing Assets Blog, Putting Investors First initiative

Business & Financial Management Committee

Chair: Treasurer

The Business & Financial Management Committee is chaired by the Treasurer and is also assigned a co-chair to assist in committee management. The Committee oversees the Society's finances, implements financial guidelines, and coordinates annual budgeting, reporting, and auditing procedures. It is responsible for safeguarding and monitoring the Society's financial stability and long-term economic health. This Committee meets on an ad hoc basis as called by the Treasurer.

Career Development Committee

Chair: Director at Large, as appointed

The Career Development Committee provides increasingly valuable career development events and resources for society members. It also serves to build/enhance awareness of the CFA Designation among employers in our region. This committee meets quarterly as called by the Committee Chair.

Projects include: Career Resources, Professional Mentorship Program, Employer Outreach, Explorer series, New Charterholder Dinner

Education Committee

Chair: Director at Large, as appointed

The Education Committee exists to facilitate learning opportunities for our region’s CFA candidates and university finance students. Its volunteers make presentations about the CFA Program to local universities, oversee the Society’s exam prep class and scholarship programs, and manage the Society’s CFA Institute Research Challenge. This Committee also makes itself available to current and potential members with questions regarding education as it pertains to CFA Institute and the CFA Charterholder designation. This Committee meets quarterly as called by the Committee Chair.

Projects include CFA Institute Research Challenge, University Outreach, CFA Program Information Sessions, Society Intern Program


Membership & Ethics Committee

Chair: Director at Large, as appointed

The volunteers of the Membership & Ethics Committee play a crucial role in the continued success and relevancy of our professional association. They work year-round to connect with current and potential members, study the demographics of our 1400 members, and gather feedback and suggestions for ways to make the organization more valuable. Their projects and initiatives mark the milestones of each CFA Charterholder's career. Additionally, the Membership & Ethics Committee reviews and makes recommendations to the Board of Directors concerning:

  • applications for membership and changes in membership status
  • the Code of Ethics and Standards of Professional Practice
  • compliance with rules and regulations of this Society, CFA Institute, and any government regulatory body
  • charges of violation of rules of professional ethical conduct or other ethical consideration as they pertain to matters not governed by CFA Institute.

This Committee meets monthly as called by the Committee Chair.

Projects include: Annual Membership Survey, Annual Membership Renewal Campaign, New Member Welcome Program, Networking & Social Events

Programs Committee

Chair: Director at Large, as appointed

The Programs Committee is the primary driver of educational and professional development content for the Society. We work year-round to understand industry trends, identify the curiosities of our members, and present cutting-edge speakers and concepts to our investment community.

Our events have included the Annual Dinner, Distinguished Speaker Series, webinars, and Industry Roundtables.

If you have an idea for the Programs Committee please contact [email protected].

Strategic Planning Committee

Chair: Director at Large, as appointed

Strategic Planning Committee shall maintain the Mission, Vision, and Strategic Objectives of the Society and lead the development and implementation of the Society's Strategic Plan.