Welcome

CFA Society of Milwaukee welcomes you to learn more about our organization and the highly respected Chartered Financial Analyst® designation. We are a member society of the CFA Institute, a worldwide organization dedicated to professionalism in investing; achieved through the highest standards of ethics, education, and professional excellence. With over 600 members in our southeastern Wisconsin society, we are proud to be a leader in investing excellence.

 

VIDEOS & ADDITIONAL INFORMATION

In 2009, CFA Society of Milwaukee developed the following four commercials with a goal of increasing public awareness of our organization and the value of the Chartered Financial Analyst designation. The commercials are running on the Time Warner cable system in southeast Wisconsin. The networks where the commercials can be found include CNBC, MSNBC, CNN, and Fox News.

 

	INVESTMENT PROFESSIONALS - CFA charterholders are highly trained investment professionals committed to ethical, professional business practices. (learn more) / (watch video)
	INVESTORS FIRST - CFA charterholders commit to putting client interests above their own or those of their employer. The CFA Code of Ethics requires it. The mission...Investor Trust. (learn more) / (watch video)
	FAIRNESS IN INVESTING - CFA charterholders promote fair, equitable markets for ALL investors. Our national organization, CFA Institute takes a leadership role in this country and internationally, advocating fair investing rules. (learn more) / (watch video)
	INVESTING IN YOUR FUTURE - Whether you are investing for a wedding, college education, a house, or retirement, your investments are important to you. That makes them important to CFA charterholders. (learn more) / (watch video)

 

There are several free, helpful articles and resources available on the CFA Institute's Investor Education page. We encourage you to take a look. In addition, we provide links to a number of external Financial Resources.