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

11/17/2018
8:30 AM
Schweser Live Mock Exam, Level 1
Now that you have prepared and practiced for the CFA® exam, you are ready to perform and put your skills and knowledge to the test. The Live Schweser Mock Exam is as close to the actual CFA exam in format, difficulty, and length as we can make it.
11/20/2018
4:00 PM
Moving Beyond LinkedIn 101
This program is designed to move beyond LinkedIn’s basic functions to help users utilize all of the site’s features.
11/26/2018
5:30 PM
November 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 weeks in advance.

CFA Society Chicago Blog

Distinguished Speaker Series: Rick Waddell, Chairman of Northern Trust
Oct 24, 2018
Who better to teach management during a crisis than a former bank CEO who began his job in the midst of the 2008 recession? Rick Waddell has one of the most extensive resumes you’ll find in banking and dedicated his career to growing Northern Trust from a sleepy custody and wealth management firm into the […]
Distinguished Speaker Series: James Bullard, President and CEO of the St. Louis Federal Reserve Bank
Oct 12, 2018
On September 12th, CFA Society Chicago welcomed James Bullard, president and CEO of the St. Louis Federal Reserve Bank. Members and guests heard Bullard’s remarks over breakfast at The University Club. The focus of the discussion explored a possible strategy to extend the U.S. economic expansion. Bullard noted that historical signals used by monetary policy […]
Vault Series: James D. Shilling, DePaul Department of Real Estate
Oct 10, 2018
The Evolution of Modern Real Estate and its Role in a Multi-Asset Portfolio CFA Society Chicago gathered in the Vault at 33 North LaSalle to hear Professor James Shilling from the DePaul Department of Real Estate discuss the evolution of commercial real estate and its increasing role in a diversified portfolio. Shilling was the James […]

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.