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CFA Society Iowa was founded in 1965 to foster the interchange of information and opinions among investment professionals, to encourage a high standard of ethics and sound professional standards of investment management and research, and to enhance professional knowledge and skills.

We are a volunteer-based organization of local portfolio managers, security analysts, investment advisors and other financial professionals, and our mission is to lead the investment profession in the state of Iowa by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of investors.

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