Mission Statement

To lead the investment profession by promoting the highest standards of ethics, education, and professional excellence; to shape an investment industry that serves the greater good; and to serve as the premier local resource for Chartered Financial Analyst designees, candidates, other investment professionals and our communities.

CFA Society Chicago, the world's first investment analysts' society, is committed to working with our members and the investment community to achieve our mission through five organizational pillars:

  • Ethical Leadership - Championing ethical behavior in investment markets.
  • Community - Fostering a culture of inclusion, diversity and respect.
  • Industry Knowledge - Being a respected source of knowledge in investment markets.
  • Professional Excellence - Raising standards of professional excellence in the industry.
  • The Greater Good - Expanding our investment culture to serve the interests of investors and society.


CFA Chicago boasts a membership of more than 4,200 investment professionals representing a wide variety of industry classifications and titles.

Organizational Chart


CFA Chicago offers diverse programming content, including local luncheon programs that attract top industry speakers, educational and career management seminars on specialized, timely topics presented by outstanding specialists in the field, as well as panel discussions addressing the unique challenges facing women in the industry and their contributions to the field, and social group outings such as happy hours and sporting events.

CFA Chicago also offers members access to exclusive on-line job postings for the industry's most lucrative career openings and 24/7 networking opportunities via the CFA Community, our social networking platform.


The Society partners with Kaplan Schweser to provide comprehensive study materials and instruction for members at discounted rates. All of Schweser's full-time instructors are CFA charterholders with years of experience teaching CFA related courses. These products are brought to you by the best in the business and provide the most efficient and effective prep plan for the CFA exam. Visit the Exam Prep page for more information.


The work of this Society, like most societies, is best carried forward by the combined efforts of a large number of energetic people working together in a common cause; not by one person or a small group of people doing all the work under the fierce and expectant gaze of the membership. You'll get more out of the CFA Chicago if you put something into it by joining with your peers in association for the betterment of all.

The Society encourages all members to take an active part in our 10 exciting Advisory Groups. We welcome volunteers for all our Advisory Groups: Annual Dinner, Candidate Services, Career Management, CFA Women, Communications, Education, Finance, Luncheon Programs, Recruitment, and Social. These Advisory Groups provides ample opportunity to network, build relationships, enjoy associations with peers, and develop contacts within the industry, as well as provide impetus to the improvement of the Society. learn more about the Advisory Groups and to sign up to volunteer.


Explore the relationship between CFA Institute and local societies and the benefits offered by each.


For more information, please E-mail the Society at info@cfachicago.org or call the Society's office at 312-251-1301.