Commit to Excellence

CFA Society Chicago is a forum for education, knowledge sharing and career development for investment professionals.

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.


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

9:00 AM
Wall Street Training: Integrated Oil & Gas Financial Modeling (Limited Space)
The energy industry impacts everyone in one way or another, from commuters to bottled water consumers.
5:00 PM
April Investment Exchange Forum (Members Only, Limited Space)
The Investment Exchange Forum is a stock-picking meeting of held by CFA Society Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand.
3:30 PM
Charterholder Jobs of the Future (Members Only)
Join CFA Society Chicago and a panel of financial professionals representing both new areas such as consulting relations and fintech, as well as old areas where charterholders have not been represented historically, such as wealth advisory and sales.

CFA Society Chicago Blog

Don Wilson, DRW Founder, on Why Cryptocurrencies Will Change
Mar 16, 2018
Over 200 professionals joined CFA Society Chicago for the February Distinguished Speaker Series luncheon at the W in Downtown Chicago to hear Don Wilson opine on one of the most popular topics in the financial industry today—the $450 billion cryptocurrency marketplace. The mood was focused and inquisitive, as Wilson, the founder of DRW Trading, doesn’t make […]
How to Improve your Quarterly Investor Newsletters
Mar 16, 2018
Do you ever feel stressed out when it’s time to work on your investor newsletter or other client communications? Do you wonder if investors understand the key points and theses you want to drive home?  If you answered “yes” to one or both of these questions, you are not alone. Read on to learn about […]
Distinguished Speaker Series: Jeremy Grantham, GMO
Feb 15, 2018
Few encapsulate the time-honored principles of value investing as Jeremy Grantham, co-founder and chief investment strategist of Grantham, Mayo, & van Otterloo (GMO). On January 23, close to 400 attendees gathered at the Standard Club for CFA Society Chicago’s January Distinguished Speaker Series luncheon where Grantham gave CFA charterholders and guests alike the tools needed […]

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.