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

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

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

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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

Volunteer of the Month: October 2019
Oct 11, 2019
Since joining CFA Society Chicago in May 2019, Marina Viergutz, CFA, CAIA has been actively involved on three advisory groups (CFA Women’s Network, Education and Professional Development). She has been vocal in sharing new ideas and suggestions to enhance Society program and events. Marina has answered the call to serve as a Mentor in the […]
Mental Skills: Get Your Head in the Game
Sep 01, 2019
How to control and increase one’s mental skills was the topic that drew a capacity crowd for the latest installment of CFA Society Chicago’s Vault Series on August 20. The featured speaker was Jim Gary, a Licensed Clinical Professional Counselor with 52 years’ experience in the mental health field. In 1999, Gary started a program […]
EQ vs IQ
Aug 27, 2019
Ask yourself – Am I intelligent? Yes. No. When I get enough sleep. All of these? Ask yourself again, am I emotionally intelligent? In general people respond in the positive to both of these questions – ‘of course I am intelligent’ (think about overconfidence). While basic intelligence may be more measurable, emotional intelligence is more […]

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.