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Commit to Excellence

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.

The CFA Program

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 […]
Investing in the New Space Race
Oct 01, 2019
The Educational Advisory group hosted an event on September 12 at the Palmer House Hilton to educate financial professionals, investors, and space enthusiasts on the technologies of space exploration, the geopolitical landscape, and potential winners and losers in the new space race. Attendees learned about how disruptive forces in the space industry will impact other […]
Distinguished Speaker Series: David Booth, Dimensional Fund Advisors
Sep 20, 2019
In September of 1969, an MBA student took a course that would result in positively affecting the lives of countless people, a couple of universities, and how much of the investment industry would learn to view the world. It started with two individuals, the University of Chicago professor Eugene Fama and student David Booth. 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.