CFA Institute Events

Our world-class events feature the latest trends and developments from top finance and investment experts. They offer the opportunity to network with other successful investment professionals and generate ideas to keep you on the leading edge of our competitive industry.

15 events

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CFA Institute Research Challenge EMEA Regional

At the CFA Institute Research Challenge EMEA Regional Final, the top university teams from the Europe, Middle East, and Africa Region will compete for a chance to advance to the 2015 CFA Institute Research Challenge Global Final on 17 April in Atlanta, Georgia, US.

CFA Institute Research Challenge Americas Regional

At the CFA Institute Research Challenge Americas Regional Final, the top university teams from the Americas Region will compete for a chance to advance to the 2015 CFA Institute Research Challenge Global Final on 17 April in Atlanta, Georgia, US.

CFA Institute Research Challenge Global Final

Winning university teams from the three regional competitions compete against each other at the CFA Institute Research Challenge Global Final on 17 April in Atlanta, Georgia, US.

68th CFA Institute Annual Conference

68th CFA Institute Annual Conference

The risk, opportunities, and challenges facing the global investment profession are as complex as ever and investment professionals must remain current. If you attend only one investment conference each year, make sure it's the CFA Institute Annual Conference.

CFA Institute Conference: Women in Investment Management

CFA Institute Conference: Women in Investment Management

In today’s investment industry, putting your head down, working hard, and expecting to move forward—as a firm or as an individual—is not always sufficient. To succeed, you must put the same level of energy into strategically mapping your career as you do into daily investment research.

CFA Institute and Harvard Business School: Investment Management Workshop

CFA Institute and Harvard Business School: Investment Management Workshop

For more than 45 years, the Investment Management Workshop (IMW) has played an essential role in shaping the principles and practices of investment management across the globe. This renowned program, developed by Harvard Business School and CFA Institute, brings together highly accomplished faculty and leading executives from around the world to confront the ever-changing challenges that define the investment management industry. Since its inception in 1968, the program has provided a forum for more than 3,500 participants to share broad-ranging insights and investigate cutting-edge strategies for balancing risk and return.

China Investment Conference

China Investment Conference

Amid a slowing economy, China is writing the next chapter of its success story—deepening its financial reforms, shifting toward a more sustainable growth model, and fostering rapid innovation in financial technology. China’s transition is now one of the most closely watched phenomena in the global financial markets. What factors will influence its outcome? Will it put China in the pole position in the global financial market? Or will it be besieged by external and internal risks?

CFA Institute: 60th Annual Financial Analysts Seminar

CFA Institute: 60th Annual Financial Analysts Seminar

Join us for the 60th Annual Financial Analysts Seminar (FAS) on 20–23 July 2015 at the University of Chicago’s Gleacher Center. Offering engaging lectures, discussions, and case studies, FAS 2015 is your opportunity to connect with top investors, researchers, and peers on the latest trends and thought leadership affecting global capital markets.

The Fundamentals of Performance Measurement and Attribution

The Fundamentals of Performance Measurement and Attribution

If you've been looking for an introduction to performance analysis or a refresher on basic attribution principles and calculations, then pull up a chair at this hands-on workshop led by performance and risk expert Carl Bacon, CIPM.

GIPS Standards Interactive Workshop

GIPS Standards Interactive Workshop

If you're looking to learn how to best apply the GIPS standards or get the most out of them for your firm and clients, then this event is for you.

GIPS Standards Annual Conference

GIPS Standards Annual Conference

As the finance industry grows ever more interconnected, investors need standards of investment performance measurement and reporting that are reliable and comparable across markets, and professionals who can apply them.

CFA Institute Conference: Fixed-Income Management 2015

CFA Institute Conference: Fixed-Income Management 2015

At Fixed-Income Management 2015, leading practitioners will navigate through what’s happening in global credit markets, take a closer look at the long-term effects of monetary policies by central banks, and discover where leading investors are finding value. They will examine diversification strategies that generate income and provide relative safety for a variety of client mandates in spite of unprecedented policy and economic risks.

CFA Institute Conference: Equity Research and Valuation 2015

CFA Institute Conference: Equity Research and Valuation 2015

No matter what your portfolio's focus is, today's uncertain investment environment demands solid independent analysis, proven valuation tools, and rigorous risk management processes. At the 18th Annual Equity Research and Valuation Conference, join world-class investors for strategic insights on avoiding the market's noise and herding effects and staying focused on fundamental value. Key discussions will include the best valuation tools for specific sectors and companies and the top questions facing equity investors today.

CFA Institute Conference: Wealth Management 2016

CFA Institute Conference: Wealth Management 2016

The 2016 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. Wealth Management combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including estate planning, practice management, and client relationship management. The conference draws a global audience and includes opportunities to network with other delegates, as well a select group of relevant vendors.

69th CFA Institute Annual Conference

69th CFA Institute Annual Conference

The risk, opportunities, and challenges facing the global investment profession are as complex as ever and investment professionals must remain current. If you attend only one investment conference each year, make sure it's the CFA Institute Annual Conference.