Value proposition

CFA Society Chicago aims 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 Society Chicago is the world's oldest investment analysts society. It was founded in 1925, with a membership of 4. Today, the Society is the 6th largest society in the world, with more than 5,000 members.

CFA Society Chicago offers diverse programming content, including local luncheon programs; educational and career management seminars; events 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.