June 13, 2025


No Charter Required to Join CFA Society Cleveland

or Attend CFA Society Cleveland Events


SUMMER EVENTS

July 10, Downtown, AJ Rocco's Networking Happy Hour with First Trust Register Here


August 5, First Tee Women in Finance Networking and Golf at First Tee Register Here


August 22, Save the Date

Tennis in the Land Lunch and Panel Discussion

Scaling the Land: Fueling Cleveland’s

Next Generation of Startups

Followed by Happy Hour and Semi-Final Tennis Matches Registration Coming Soon



Details on all events can be found below

Grab your friends and co-workers and join us Downtown for a networking happy hour at AJ Rocco's, hosted by First Trust. CFA CLE is creating networking opportunities for the financial community of Cleveland


REGISTER HERE


CFA CLE is meeting members where they are! We are happy to host happy hour DOWNTOWN


HOSTED BY FIRST TRUST


Please register so we know how many to expect and invite co-workers and friends to join us


Please remember CFA CLE Happy Hours are intended for financial professionals to network

Grab your friends and co-workers and join us at First Tee in Newburgh Heights for Networking and a Golf Clinic for Women in Finance


Agenda

3:30 - 4:30pm Networking

4:30 -5:30pm Golf Clinic

5:30-6:30pm Networking


CFA CLE is creating networking opportunities for the financial community of Cleveland


REGISTER HERE


Please make a donation to First Tee at the event or at this link


Non-members welcome! Women only for this event


Please register so we know how many to expect and invite co-workers and friends to join us


Please remember CFA CLE Happy Hours are intended for financial professionals to network

CFA CLE DISCORD CANDIDATE GROUP

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


CFA CLE Guardians of Finance Podcast



Listen Here


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.


Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, CFA, Guardians of Finance will provide you with a chance to foster deeper connections and know what is getting the attention of Cleveland's investment community. Listen to the podcast on your favorite streaming channels or here


Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here



You can find the Guardians of Finance Podcast where you listen to your favorite podcasts or at the links below

.