About Us
CFA Society Indianapolis
CFA Society Indianapolis was organized in May of 1971 and is an association of local investment professionals. It promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions. As one of the 138 CFA Institute member societies, our society connects members to a global network of investment professionals.
Our mission is to advance professional excellence and ethics through education, collaboration and awareness of the CFA charter for the benefit of our regional investment community and public.
To meet our Society Leadership, click here.
To contact us, click here.
About CFA Institute
CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.
Our Mission
CFA Society Indianapolis was organized in May of 1971 and is an association of local investment professionals. It promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions. As one of the 138 CFA Institute member societies, our society connects members to a global network of investment professionals.
Our mission is to advance professional excellence and ethics through education, collaboration and awareness of the CFA charter for the benefit of our regional investment community and public.
To meet our Society Leadership, click here.
To contact us, click here.
Reports
Click here to download the 2022 Annual Report. This report covers the activities of the CFA Society of Indianapolis from July 2021 through June 2022, while the society was under the leadership of President Neil Banwart, CFA.
Contained in the report:
President's Letter
Minutes from 2021 Annual Meeting
Programming Report
Treasurer's Report
Secretary's Report
Membership Snapshot
Research Challenge
Sponsorship
Nominating Committee Report
Compensation Surveys
GLOBAL CFA INSTITUTE COMPENSATION SURVEYS
LOCAL CFA SOCIETY COMPENSATION SURVEYS