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Time Is Running Out to Renew!

Membership to CFA Institute and your local society gives you access to benefits that help you pursue professional knowledge, advance your career, and lead with ethics. To avoid lapsing your membership, take five minutes and complete your renewal today. 

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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

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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

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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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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

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.

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

2024 Harry W. Millis Golf Outing at Canterbury Golf Club

REGISTER HERE - 2024 Golf Outing is SOLD OUT, JOIN THE WAITLIST

Sponsorships still available, Details here

Available Sponsorships
Contest $2500 includes foursome
Locker Room $2000 includes foursome
Beverage $1000
Hole $600 - 11 available

Email cfa@cleveland.cfasociety.org for sponsorship information

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.

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