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Overview
Founded in 1952, the CFA Society of Minnesota is one of the oldest chapters of the prestigious CFA Institute. The CFA Society of Minnesota is the 16th largest society of analysts among the 140+ member societies and affiliates worldwide. For more than 50 years we have endeavored to play a vital role within the Twin Cities investment community.

Mission
To enhance the investment profession by promoting high ethical behavior, professional excellence, and fellowship through high quality, innovative programming.

Vision
We envision a CFA Minnesota that is:

  • Widely recognized, well respected and highly valued by investors, academia and the business community in our region.
  • A society whose members are actively committed to enhancing the value of the organization by willingly giving of their time as volunteers.
  • Continuously experiencing growth due to its unerring responsiveness to the needs of its members and its success at developing a strong sense of community amongst investment professionals within our region.

2008 Strategic Plan:
Over the summer of 2008, the CFA Minnesota Board of Directors spent several months developing a 3 year strategic plan. 
View it here.

 

CFA Minnesota Membership Statistics:
The following information is an overview of CFA MN Members as of 2008.

CFA Charterholder Information

CFA charterholder (979)

Non-charterholder (104)

Percent

90%

10%

Gender

Female (165)

Male (918)

Percent

15%

85%

Types of CFA Institute Members

Regular (995)

Affiliate (59)

Regular- Retired (28)

Affiliate- Retired (1)

Percent

92%

5%

3%

0%

 

Age Distribution

21 – 31 years old: (106)

32 – 42 years old: (406)

43 – 53 years old: (342)

54 – 64 years old: (125)

> 64 years old: (42)

No Age Data Available: (62)

Percent

10%

37%

32%

12%

4%

6%

10 Year Growth Percentage

1998 (659)

2008 (1054)

Percent

+4.94%

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About CFA Institute

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


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