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

6/20/2018
4:00 PM
Impact of SEC Regulation on Day-to-Day Asset Management Operations
At this event, attendees will get an overview of new SEC regulation coming into effect in 2018-2019 and learn how these new regulations will impact day-to-day operations.
6/20/2018
6:00 PM
CFA Society Chicago Summer Co-Ed Kickball Team
Are you ready to round the bases and head for home? If so, then get ready to play and have the best time in the largest kickball league in Chicago!
6/21/2018
5:00 PM
Annual Business Meeting & Networking Reception (Members Only)
We are pleased to invite you to join your fellow members for CFA Society Chicago's 2018 Annual Business Meeting. Leadership will provide a year-end review in addition to a strategic overview of the organization.

CFA Society Chicago Blog

China Opens Its Doors to Foreign Investors
Jun 06, 2018
On May 17th, 2018, CFA Society Chicago hosted a program to address challenges and opportunities for the US and China. Patrick Chovanec, managing director and chief strategist, of Silvercrest Asset Management, presented his thoughts about the relationship between China and the US. His comments focused on the trade deficit and the effect of General Secretary […]
Distinguished Speaker Series: Kunal Kapoor, CFA, Morningstar
May 30, 2018
Kunal Kapoor, CFA, chief executive officer of Morningstar, addressed a full house at the University Club on May 16. His address reviewing the current business lines at Morningstar can be summed up in his title–Serving Investors of the Future: Ratings, ESG, and Research Innovations. Most would know Morningstar as a leader in research on mutual […]
Fintech Part 2: Rise of Robo-Advisors
May 29, 2018
CFA Society Chicago hosted Rise of Robo-Advisors, the second fintech event of a three-part series. The event was held at The Standard Club on April 19, 2018, commanding a crowd of over 120 people. The event started with a keynote address and was followed by a panel discussion with thought leaders in “Robo-Advisory.” Those in […]

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.