Mission
CFA SOCIETY OF MILWAUKEE WAS FORMED AS A NOT-FOR-PROFIT BUSINESS LEAGUE TO (A) ADVANCE EDUCATIONAL STANDARDS IN THE PROFESSIONAL PRACTICES OF FINANCIAL ANALYSIS, INVESTMENT MANAGEMENT, SECURITIES ANALYSIS AND OTHER SIMILAR PROFESSIONS, (B) INSTRUCT AND TRAIN MEMBERS AND THE GENERAL PUBLIC IN THE SOUND AND TRUSTWORTHY PRINCIPLES, PRACTICES, AND CONDUCT WITH REGARD TO THE INVESTMENT DECISION-MAKING PROCESS, (C) CARRY ON, SPONSOR, AID, AND ENCOURAGE RESEARCH, EDUCATION, AND INFORMATION ACTIVITIES TO FURTHER THESE PURPOSES, (D) PROMOTE GOOD RELATIONS BETWEEN THE GENERAL PUBLIC AND PROFESSIONALS ENGAGED IN THE INVESTMENT DECISION-MAKING PROCESS, AND (E) PROMOTE THE WELFARE OF MEMBERS AND OTHER ENGAGED PROFESSIONALLY IN THE INVESTMENT DECISION-MAKING PROCESS.