Inverstors 1st
CFA Society of Milwaukee, WI
Chartered Financial Analysts

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Investors 1st Day

Investors 1st DayThe inaugural Investors 1st Day was Friday, May 31, 2013. It was planned as an annual event to recognize the significant role investors play in our state and to work towards aligning the needs of investors small and large with the way services and products are delivered by all providers.

The month of May was selected to honor the well over 100,000 individuals around the world who sit for the rigorous CFA Exam on the first Saturday of each June. The CFA Charter is a globally recognized, graduate-level investment credential, which requires a college diploma, the passing of three rigorous exams, at least four years of relevant work experience, and a commitment to the high level of professional conduct and ethical behavior required by CFA Institute. Every person sitting for the exam has already committed to putting investors first. It is a fundamental part of who we are as CFA Charterholders and candidates. The Statement of Investor Rights summarizes the beliefs we have all promised to follow. As leaders in the financial industry and as leaders in not only educating our own members, but investors as well, we felt it was appropriate to honor those who are preparing to be the next generation of high-integrity financial professionals.