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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, which we are actively executing against. View it here.
Local CFA Employers: Our more than 1250 local CFA Society members are employed by 300+ firms in the Twin Cities.
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100 employ 2 or more
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50 employ 4 or more
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25 employ 10 or more
CFA Minnesota Membership Statistics: The following information is an overview of CFA MN Members as of FY 2010.
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CFA Charterholder Information
CFA charterholder (988)
Non-charterholder (90)
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Percent
91.7%
8.3%
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Gender
Female (168)
Male (910)
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Percent
15.6%
84.4%
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Types of CFA Institute Members
Regular
Affiliate
Regular- Retired Affiliate- Retired
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Percent
92%
5%
3%
0%
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Age Distribution
21 – 30 years old: (81)
31 – 40 years old: (355)
41 – 50 years old: (362)
51 – 60 years old: (146)
> 64 years old: (35)
No Age Data Available: (62)
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Percent
8%
35%
35.6%
14.4%
3.6%
3.4%
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10 Year Growth Percentage
1998
2008 |
Percent
+4.94%
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For more complete demographic information see our FY 2010 Membership Demographic Profile Report. |
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CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.
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