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

1/16/2019
4:00 PM
Economic Outlook and Policies
Join us as our speakers each discuss the economic outlook and markets in the wake of changes in tax, regulatory, trade and monetary policies during the first two years of Trump administration.
1/17/2019
5:00 PM
2019 Annual Celebration (Members Only, Private Invitation Only)
Thank you volunteers and welcome new members! CFA Society Chicago invites you to join us at our 2019 Annual Celebration at River Roast.
1/23/2019
12:00 PM
DePaul MBA Program Information Session Webinar (Members Only)
Webinar: Learn about DePaul's MBA Program for CFA Society Chicago members scheduled to start the first week of January 2019!

CFA Society Chicago Blog

Moving Beyond LinkedIn 101
Jan 07, 2019
Many within the business field have heard of LinkedIn as the professional business social media platform that business users use to connect with one another. After all, Microsoft’s $26.2 billion acquisition in June of 2016 made for quite the headline and further solidified LinkedIn as the premier business social media platform. But how many users […]
Private Equity: Should You Invest and How?
Dec 27, 2018
The challenges of investing in private equity were addressed at a recent event held at 300 N. Wacker and hosted by CFA Society Chicago’s Education Advisory Group. There are numerous issues that arise when making the decision to invest in the asset class. One of the biggest is regarding transparency. Investors typically do not have […]
Distinguished Speaker Series: James Grant, Grant’s Interest Rate Observer
Dec 26, 2018
James Grant has a resume. Navy man. Journalist. Founder and editor of Grant’s Interest Rate Observer. Author of books that range from the Great Depression, financial histories, a presidential biography, a forthcoming biography about Walter Bagehot, and appearances on numerous financial programs. Grant was the featured guest speaker at CFA Society Chicago’s Distinguished Speaker Series […]

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.