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

9/20/2018
3:00 PM
CFA Institute Diversity & Inclusion 2018 Conference
This conference is a great opportunity to get access to meaningful new content and learn from diverse industry leaders about their own experiences to advance their careers.
9/26/2018
12:00 PM
September 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.
9/27/2018
5:00 PM
September Informal Monthly Happy Hour
Join your colleagues and unwind from your work day for a networking happy hour.

CFA Society Chicago Blog

Transition Techniques
Aug 31, 2018
Eric Schweitzer, vice president, global outplacement and executive coaching consultancy at Challenger, Gray & Christmas, Inc. lead a panel discussion about employment transition on Tuesday, August 7 for members of the CFA Society Chicago. In addition to leading the conversation, Eric shared his experience transitioning from a bank trust department to an outplacement and coaching […]
Volunteer of the Month: August 2018
Aug 29, 2018
Kevin Ross, CFA, has been a CFA Society Chicago member since 2009 and served on several advisory groups including Education, Distinguished Speaker Series and Professional Development. This month Kevin is being recognized for his efforts with the Professional Development Advisory Group.  Kevin has served as a mentor for the Society’s Mentorship Program since the […]
Distinguished Speaker Series: Ari Paul, CFA, BlockTower Capital
Aug 24, 2018
It was an inauspicious day for a cryptocurrency discussion. With many cryptocurrencies down by over 10% on August 8th, Ari Paul, CFA, CIO of BlockTower Capital, gave CFA charterholders a crash course in blockchain technology and the various cryptocurrencies available for investors. Paul said that surprisingly, many risk management professionals such as himself were among […]

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.