Chapter FAQs

AAII local chapters, grassroots organizations led by volunteer AAII members, allow AAII to extend its mission "person to person" to individual investors in their own communities by programming meetings that provide unbiased investment education in a social context.

Is there a Local chapter near me?
Why isn't there a chapter near me?
What happens at Local Chapter programs?
What speakers have presented at chapter programs?
What topics are presented at chapter programs?
Can I bring a guest or a family member to the Chapter Meeting?
Is there a charge to attend a Chapter Program?
How do I find out when Chapter Programs are being held?
Who plans the Local Chapter programs?
What are SIGs?

Is there a Local chapter near me?

Click here for a list of all AAII Local Chapters listed by region, along with a regional map.

Why isn't there a chapter near me?

Unfortunately, there are some regions where there is not enough member density to host a local chapter. Instead we offer the opportunity for you to join an Investment Education Group near you. Click here for a list of Investment Education Groups who hold programs offering a presentation or group discussion.

What happens at Local Chapter programs?

  • Local Chapters hold programs that provide speakers or panel presenting current and educational presentations. Many well-known investment experts have provided presentations at Local Chapter programs-this is an opportunity you, as an investor, would not otherwise be able to participate in.
  • Ask questions of the speaker-where else do you have the opportunity to have your questions answered?
  • These presentations take place either in the evening on a weeknight or on a Saturday morning typically lasting one to two hours. You can expect to meet other AAII members-this alone can be an educational experience as you share your enthusiasm for investing and discuss the speaker's presentation.

What speakers have presented at chapter programs?

  • Christine Benz, Morningstar
  • Sam Stovall, CFRA
  • Spencer Jakab, The Wall Street Journal
  • Rachel Sheedy, Kiplinger's Retirement Report
  • Peter Chandler, FINRA
  • Mark Hulbert, Hulbert Financial Digest
  • Lori Schock, U.S. Securities and Exchange Commission
  • Bruce Johnstone, Fidelity Investments

What topics are presented at chapter programs?

  • Pick Winning Stocks
  • Robo Investing
  • Strategies to Protect Your Portfolio
  • Retirement Investing
  • Estate Planning
  • Value Investing
  • And Much, Much More!
  • A Chapter Program allows time for members to ask questions of the speaker, further enhancing the educational experience of a Chapter Program by providing you an opportunity to get the answers you need.

Can I bring a guest or a family member to the Chapter Program?

Anyone is welcome to attend a chapter program. AAII's goal is to offer the very best investment education possible. Non-members are welcome to join AAII in order to receive announcements for future Chapter programs.

Is there a charge to attend a Chapter Program?

Yes, the charge is minimal—just what is needed to cover the cost of holding the program and any refreshments served. Registration fees are listed on the chapter program announcement and are intended to cover the cost of the meeting room, refreshments, or any other costs associated with holding the program. Most chapter program registration fees are between $6 and $18.

How do I find out when Chapter Programs are being held?

As a member of AAII, you can request to have Chapter Program announcements sent to you by mail and/or E-mail. This is a free service to members. Click here to sign up to receive all future announcements for any chapters of your choice—its Free with full AAII membership.

To view and print a chapter program announcement that includes a registration form, first locate the chapter nearest you from the list of all AAII Local Chapters (click here for the list). Once you have selected the chapter of your choice:

  1. Click on the chapter name
  2. Click Here provides you with a pdf copy of the latest chapter program announcement
  3. Print the announcement

Who plans the Local Chapter programs?

AAII members volunteer their time to make all the necessary arrangements for each chapter program. Each chapter has a board composed of Chapter Officers, Committee Chairpersons and SIG Leaders. These volunteers plan and implement each chapter program.

What are Subgroups?

AAII Special Interest Groups (SIGs) are small gatherings sponsored by Local Chapters where members meet for general discussion or to explore a specific investment topic of interest to the group. The group leader, along with the SIG members, will work together to decide on the type of meetings the group will hold and the topic the group will study.

SIG meeting details are included on the sponsoring chapter’s program announcement and listed at AAII.com on the chapter webpages Click here then click on SIGs in your chapter area.