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While your CFA Institute membership connects you globally, membership with our society gives you a built-in network in your local investment community. Renew your membership to stay connected and access learning opportunities that help you understand our local market.

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Updates
Announcing CFA CLE Guardians of Finance Podcast
Ready to connect with the investment community here in Cleveland?  Want to learn about the people, events, projects, and firms that are making a difference?  Want all of that but feel like you don’t have the time?  This is the show for you. Learn More Here

*Listen Here

Updates
Iris Reading Online Classes
CFA CLE has partnered with Iris Reading to provide on demand on line classes

Speed Reading, Memory, Note-Taking & Productivity

Speed Reading Mastery for Financial Professionals

CFA Exam Prep: Speed Reading and Retention Course

*Read More

Coming Events

August 12, Happy Hour, Downtown, AJ Rocco’s, Hosted by Hartford

August 20, Huntington Bank Field, Happy Hour and Panel Discussion with
 Mercer, Vanguard and Huntington
Unlocking Opportunities: Navigating the Future of Alternative Investments

September 9, Asset Manager Breakfast and Lunch, Hartford,
Perspectives from Wellington Management: Fixed Income Outlook & Roadmap

September 17, Westside Happy Hour, Sibling Revelry, Hosted by Invesco

September 25, Roundtable Company Update with Applied Industrial Technologies,
Union Club of Cleveland

September 30, Asset Manager Breakfast and Lunch, Star Mountain, Private Credit Market

October 1, Happy Hour at Hopping Frog Brewery in Akron hosted by Beese Fulmer

October 7, Lunch

October 10-13, NABE National Conference, Downtown Hilton,
CFA Members receive discounted registration

October 14, Annual CIO Roundtable, Healthcare, John Colla, Clearstead, Tim Compan, CCF, Daniel Schmitz, UH, Union Club of Cleveland

October 21, Conference with Janus Henderson, Union Club of Cleveland

November 4, Roundtable Discussion with Andrew Burger, Cerity Partners, CLE index of 33 CLE publicly traded co. and how it outperforms the S&P 500

November 5, Happy Hour Downtown, Masthead Brewing

November 12, Lunch at Union Club of Cleveland, AI and Finance Services

November 18, Asset Manager Breakfast and Lunch, Alliance Bernstein Private Credit-Asset Base Lending

December 3, Happy Hour

December 9, Virtual Soft Skills Training

June 23rd, 12pm, Union Club of Cleveland-SOLD OUT

Thanks to Key Bank's CEO, Chris Gorman and Ben Mackovak, Co-Founder, Managing Member at Strategic Value Bank Partners for a informative talk

Now Open! Join the CFA Society Cleveland Candidate Discord Group today! Connect with other northeast Ohio candidates

  • ask questions
  • set up study groups
  • share resources
  • find out what's happening at CFA CLE
  • and more!

Join CFA CLE Discord Group Here

Thanks to all the golfers and sponsors!

2026 Harry W. Millis Golf Outing, June 8, Canterbury Golf Club

Title Sponsor
First Trust
Lunch Sponsor
MarshBerry
Dinner Sponsor
SWP Investment Management
Happy Hour Sponsor
FIT Technologies
Contest Sponsor
ScaleCo
Locker Room Sponsor
Boyd Watterson
GLAS Funds
Cart Sponsor
Blackrock
Glenmede
Beverage Sponsor
Cohen and Steers
Janus Henderson

Hole Sponsors
Avantis Investors
Capital Advisors LLC
Columbia Threadneedle
Diamond Hill Capital Management
Grayscale
Franklin Templeton
Hartford Funds
Hightower Signature Wealth
JP Morgan
MAI Capital Management
Manning and Napier
Manulife/John Hancock
MFS
Star Mountain Capital
State Street Investment Management
TD Securities
Thornburg
Van Eck
Winslow Asset Management

Find More Information Here

CFA Society Cleveland is excited to announce our 2026 Asset Manager Partners, Local Partner and University Partners!  Thanks for the support of CFA CLE


Position your firm as an industry leader. Cultivate relationships with key clients. Maximize your exposure in the financial services industry. Become a CFA Society Cleveland corporate sponsor. Chose a sponsorship package that maximizes your return on investment, no matter your budget size. Sponsorship puts your firm in front of an elite audience and aligns you with our society’s mission to promote best practices and the highest ethical standards in the industry. You’re invited to connect with influential investment managers and financial decision-makers throughout Northeast Ohio.
Learn more.


University Connections Newsletter

Latest Weekly Update Email

Job Postings Link

Ready to connect with the investment community here in Cleveland?  Want to learn about the people, events, projects, and firms that are making a difference?  Want all of that but feel like you don’t have the time?  This is the show for you. 
Welcome to Guardians of Finance.

Learn More Here

Not a CFA CLE Member? Join today! You must be a CFA CLE member to participate in the Mentorship Program, Apply For Membership Here

Join CFA Cleveland today, yearly dues:

Local Member $150

Candidate Member $125

Student Member $50

Apply For Membership Here

Join CFA Society Cleveland as a Local Member

Did you know you can join CFA Society Cleveland as a Local Member?  You do not need to be a candidate or have the CFA Charter to join as a local member and attend events free!

Learn More
Apply For Membership

Upcoming Events

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Quick Links

DeFi: Introduction to Blockchain and Cryptocurrency

This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry. Course content is informative, thought-provoking, and offers a glimpse into the future. This beginner-level course provides an essential introduction to the elements that define DeFi, including what it is, how it works, and the advantages it offers over more traditional centralized finance.

Learn More