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.

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.

CFA Society Chicago Blog

Wine Tasting: Emerging Market Wines
Jun 04, 2019
The marvelous thing about tasting wine is that two people can split a bottle and experience something completely different, yet both opinions, shaped by each individual’s personal experiences, can still be valid. On April 30th, CFA Society Chicago took in an educational wine tasting class presented by 40-under-40 Tastemaker Derrick Westbrook. After a stint as […]
Storytelling: A Critical Brand Building Skill for Leaders
May 28, 2019
CFA Society Chicago hosted a storytelling event on May 14th at the Global Conference Center. The purpose of this program was to help society members claim their value using stories as a tool to highlight leadership and communication skills. Storytelling is a big part of personal branding. So, how can it help us and how do […]
Karyl Innis: Building a Distinguished Career through Personal Branding
May 10, 2019
The CFA Society Chicago Women’s Network hosted the third event of its four-part Alan Meder Empowerment Series on March 15th at The University Club. The series is intended to support career development and the advancement of women in the investment management profession. This event also attracted a number of men who were interested in the […]

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.