Join CFA Society Chicago

Join our community of professionals, candidates and students who benefit from career-enhancing events, classes and networking opportunities.

The CFA Program

Enroll in our program to begin earning the Chartered Financial Analyst credential, the most respected investment management designation in the world.

Volunteer

Our advisory groups meet on a monthly or bi-monthly basis and are a great way to connect with members while improving your community.

Upcoming Events

8/21/2018
4:00 PM
August Book Club Meeting
Meet local authors, explore and debate timely industry events and get to know like-minded financial literature enthusiasts. The CFA Society Chicago Book Club embraces discussion of a wide range of themes in an informal environment.
8/23/2018
5:00 PM
August Informal Monthly Happy Hour
Join your colleagues and unwind from your work day for a networking happy hour.
8/27/2018
5:30 PM
August Special Situations (Members Only, Limited Space)
Special situations are corporate actions which could reveal an undervalued security and hence an investment opportunity. In the Special Situations Research Forum we will discuss an investment situation decided 3 weeks in advance.

CFA Society Chicago Blog

Vault Series: Ted Reilly, Chicago Media Angels
Aug 14, 2018
CFA Society Chicago hosted its first Vault Series event of the year on July 16th featuring Chicago Media Angels (CMA) Founder and Executive Director Ted Reilly. Chicago Media Angels is an investment group seeking attractive returns through financing content in the media and entertainment industries. Reilly spoke about media as an asset class and shared […]
Annual Business Meeting and Networking Reception 2018
Aug 10, 2018
Shannon Curley, CFA, chief executive office of CFA Society Chicago, said it best during cocktails following the Annual Business Meeting, “This was by far the most engaged audience we’ve had in years with several great questions from our audience.”  Held on June 21st, the Annual Business Meeting was attended by approximately 60 members and took […]
Distinguished Speaker Series: Dean Harrison, Northwestern Memorial HealthCare (NMHC)
Jul 19, 2018
On June 14th at The Chicago Club, Dean Harrison, president and CEO of Northwestern Memorial HealthCare (NMHC) shared his story of leading a local organization from good to great. Since taking the helm in 2006, he has led a powerful transformation. Already boasting the top-rated Northwestern Memorial Hospital in Chicago, NMHC has significantly expanded its […]

CFA Society Chicago News

CFA Society Chicago Board Member Kunal Kapoor, CFA, to replace Mansueto as Morningstar CEO

Morningstar named Kunal Kapoor as its next CEO, elevating an executive who has made his career at the Chicago investment research company since emigrating from India to attend college in Illinois. As Kapoor, 41, becomes CEO, Morningstar founder Joe Mansueto, 60, will give up that post but add “executive” to his chairman title. Both moves take effect Jan. 1, according to a statement from Morningstar. ( via Crain’s)

Institutional Investor’s 2016 All-America Fixed-Income Research Team includes CFA Society Chicago Board Member Alex Roever, CFA

CFA Society Chicago board member, Alex Roever, CFA, was named to Institutional Investor’s 2016 All-America Fixed-Income Research Team under the Fixed-Income Strategy and Short-Duration Strategy categories. To view the full list of individuals on the team and methodology for selection, please visit Institutional Advisor.