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

7/23/2018
7:30 AM
CFA Institute: 2018 Annual Financial Analysts Seminar
Join us for the renowned 63rd Annual Financial Analysts Seminar at the University of Chicago's Gleacher Center. The FAS offers engaging lectures, small classroom discussions, and interactive case studies on a wide range of timely investment topics.
7/23/2018
5:30 PM
July Special Situations (Members Only, Limited Space)
Special situations are corporate actions which could reveal an undervalued security and hence an investment opportunity. In the Special Situations Research Forum we will discuss an investment situation decided 3 in advance.
7/24/2018
4:00 PM
Succession Planning: Guidelines for Professionals at All Levels (Members Only)
Why is it so difficult to let go, and what questions should charterholders be asking? These questions and more will be addressed by two senior wealth management professionals skilled in succession planning.

CFA Society Chicago Blog

Progressive Networking Luncheon Spring 2018
Jun 25, 2018
On May 22nd, thirty-six members of the CFA Society Chicago gathered at Petterino’s to enjoy a progressive networking luncheon. Participants mingled casually prior to taking their seats for the salad course and first round of networking. The sound level rose as individuals each introduced themselves and conversations flowed easily around a myriad of industry related topics. Attendees […]
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 […]

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.