Conferences & Events

68th CFA Institute Annual Conference

68th CFA Institute Annual Conference
26-29 April 2015
Frankfurt, Germany

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CFA Institute partners with local societies, universities, and the investment industry to offer a wide range of insightful and engaging events all over the world. CFA Institute members receive substantial discounts on registration fees for many of our events, as well as Continuing Education (CE) credits for attending.

Take advantage of these great opportunities to learn, discuss, and network with your peers.

Please use the filters below to find events that interest you.

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Master of Finance

The Master of Finance at Rotman School of Management, University of Toronto is the premier program of its kind in Canada. Working professionals will gain a breadth of deep finance knowledge, and a powerful network.

Strategic Management in Banking

The Strategic Management in Banking programme helps participants re-assess the future of banking and strategy and takes them through a variety of topics including asset management, private banking and digital banking.

CFA Institute Conference: Wealth Management 2015

CFA Institute Conference: Wealth Management 2015

The 2015 CFA Institute Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

Live Broadcast: Cyber Risk: What You Need to Know

This session from Wealth Management 2015 will take place on Wednesday, 4 March at 4:00 p.m. CST.

Advanced Valuation Programme

In the Advanced Valuation Programme, participants learn to differentiate between long-term value-creating strategies and short-term indicators, such as share price, market share, revenue growth and customer satisfaction.

Live Broadcast: Planning for Retirement Living: The Financial Implications of Aging

This session from Wealth Management 2015 will take place on Thursday, 5 March at 10:20 a.m. CST.

CFA Institute: Tax-Efficient Monetization of Concentrated Wealth Workshop

CFA Institute: Tax-Efficient Monetization of Concentrated Wealth Workshop

Much of a client's wealth is often held in the form of privately owned businesses, commercial real estate, and publicly traded, concentrated stock positions. Baby Boomers are aging, and vast amounts of these highly appreciated assets must be monetized to fund their retirements. Wealth managers are no longer simply investment advisers. They are comprehensive wealth managers, focusing on a client's overall balance sheet. In addition, clients are more sophisticated and want to compare the benefits of continuing to hold these assets with those of selling them outright or monetizing them in a tax-efficient manner and reinvesting the proceeds in other asset classes.

Course 8500: 21st Century Management Accounting - London

This wide-ranging three-day overview course is designed to provide attendees with a comprehensive view of the management accounting process.

Course 2010: US GAAP Fundamentals - Miami

This four-day course provides a detailed overview of the technical issues faced in producing US GAAP financial statements.

Ethical Decision-Making Webinar Part I: Introduction to Ethical Decision Making

The Ethical Decision-Making Webinar is a free, highly interactive, case-based webinar led by CFA Institute staff.


37 events