Home

background

A Member of the CFA Society® community

Join Now
Learn More

CFA Institute Proxy Voting Open through 16 June

Eligible members can now cast their proxy vote ahead of the Annual Meeting of Members. Have your say, support our community, and help shape the future of CFA Institute. Access your personalized voting instructions via your email, or explore the governance page of our website for details. 

Learn More

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

June 23rd, 12pm, Union Club of Cleveland

Lunch and a Fireside Chat at the Union Club with Key Bank's CEO, Chris Gorman and Ben Mackovak, Co-Founder, Managing Member at Strategic Value Bank Partners

Charting what’s next: Economic landscape, leadership, and the modern bank

Insights from the CEO of one of the largest banks in the country. Chris Gorman shares his perspective on the capital markets, the future of banking, M&A, and leadership.

REGISTER HERE

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

Golf spots are sold out - you can join us for networking

Not Golfing? Join us to Network at Happy Hour and Dinner
Members - Free
Non-Members - $25

Golf Tournament Networking

4:30 p.m. Happy Hour

5:00 p.m. Cocktails and Dinner

Register here to join us for networking at happy hour and dinner

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

Sponsorships and golf spots are Sold Out -join the golf wait list here
Golfer registration will open at the end of April

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


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