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29th Annual GIPS® Standards Conference Digital Package

Missed us in Phoenix? Purchase the digital content package by 19 December and enjoy on-demand access to sessions, presentations, and critical discussions on investment performance, best practices, SEC regulations, and ethics. Available to view from 1 December until 31 January 2026.

Purchase today

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


2026 Research Challenge Virtual Company Presentation

Please see the student and volunteer registration links below.  Please have the registration completed by December 8th, the sooner the better and I am sorry about the delay in getting everyone the links. 
Please scroll through all the university names when registering, the dropdown does not have them alphabetically. 
The link the recording of the kickoff virtual presentation is below.

Important Dates

December 8th- due date to register to compete in this year's competition
Sunday February 8th - papers will be due 
Friday February 20th - In person competition, Marriott East, Warrensville Heights, Ohio
Check out this Research Challenge video and share with your students

What It Is

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.
How It Works

Local level competitions are organized and judged by CFA Institute society members and volunteers who function as local hosts.
The winning university team from each local competition advances to the sub-regional competition. 
The sub-regional, regional, and global competitions are hosted by CFA Institute in the Americas; the Asia Pacific; and the Europe, Middle East, and Africa regions. The winning teams from each sub-regional competition advance to the regional competition. Regional winners advance to the Global Final, where one team emerges as the global champion. 

View the sub-region breakdown (PDF)
Get the fact card (PDF)
View the Official Rules (PDF)

Competition Schedule

University teams begin their activities in the fall, with local competitions occurring throughout the world at various times early in the calendar year. Sub-regional, regional competitions and the global final are held in
March, April, and May.

Sub-Regionals

The Sub-Regional round will take place during the month of March. After all local competitions have completed, local winners will receive specific instructions for recording their sub-regional presentations. Teams
advancing from the sub-regionals to the regional semifinals will be announced at the end of March.

Regional Semifinals 31 March- 1 April 2026

Regional Finals 2-3 April 2026

Global Final May 2026

CFA Society Cleveland's offices will be closed Wednesday, November 26th to Friday, December 5th.  The office will reopen Monday, December 8th. 

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

Episode 35 Brendan Anderson, Founder & Managing Partner of ScaleCo Capital-Listen Here
Episode 34 Greg Halter, CFA, Director of Research at Carnegie Investment Counsel-Listen Here
Episode 33 David MacGregor, CFA on the History of the Investment Industry in Cleveland (Part 3)-Listen Here
Episode 32 Scott Roulston on the History of the Investment Industry in Cleveland (Part 2)-Listen Here
Episode 31 Nancy Benacci, CFA on the History of the Investment Industry in Cleveland (Part 1)- Listen 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

 

 

CFA Society Cleveland is excited to announce our 2025 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

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

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