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Featuring the all-new Career Library, member-exclusive webinar series, and practical tools to keep you current, everything across the membership ecosystem is now in one streamlined experience, designed around you.

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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

SCAM ALERT

Please be aware that someone is impersonating CFA Society Cleveland with job opportunities. We are a non-profit organization and DO NOT HIRE. If they reach out please do not respond, it is a scam.

2026 Research Challenge 

Congratulations to our 2026 Winner John Carroll University


Thanks to all the team who competed this year: Baldwin Wallace University, John Carroll University, Kent State University and Walsh University.  Thanks to our graders Roger Klee, CFA and David Gossett, CFA and our judges Andrew DeAngelis, CFA, Mac Muirhead, CFA and Sam Wass, CFA 

Baldwin Wallace University

Kent State University
Walsh University

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

2026 Harry W. Millis Golf Outing Sponsorship Now Open- Golfer registration will open at the end of April
June 8, Canterbury Golf Club
Thanks to all our returning sponsors

Interested in sponsoring?  Email Cindy at [email protected]

Available Sponsorships

1 Available - Locker Room $2500 Includes Foursome
2 Available - Cart $2500 Includes Foursome
1 Available - Beverage $1250 Can greet golfers at the halfway house-does not include golfers

Title Sponsor
First Trust

Lunch Sponsor

MarshBerry 
Dinner Sponsor
SWP Investment Management
Happy Hour Sponsor

FIT Technologies

Contest Sponsor 

ScaleCo

Locker Room Sponsor - 1 Available $2500 Includes Foursome
GLAS Funds

Cart Sponsor 

2 Available $2500 Includes Foursome


Beverage Sponsor- 1 Available $1250 Does Not Include Golfing Spots
Cohen and Steers 
Janus Henderson

Hole Sponsors 
Avantis Investors
Blackrock
Capital Advisors LLC
Columbia Threadneedle
Grayscale
Franklin Templeton
Hartford Funds
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

Interested in sponsoring?  Email Cindy at [email protected]

 

2025 New Charterholders - thanks to the new charterholders who attending our annual charter awards ceremony

Sam Chaffee, CFA, Nick Evans, CFA, Tianyu Liu, CFA, Ron Quaranta CFA, Gino Rosson, CFA and Ian Rycenga, CFA

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!

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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