Investment Management Workshop

 

Workshop Information

 

Admissions Criteria: Enrollment in the Investment Management Workshop is limited to a select group of senior executives who have high-level involvement in investment decision making. Application acceptance is subject to the approval of the Admissions Committee, which includes CFA Institute executives and Harvard Business School faculty members. Professional achievement and organizational responsibility are the main criteria for admission to the Investment Management Workshop. There are no formal educational requirements.

 

Application Process: The Admissions Committee reviews applications on a rolling basis beginning in late March and accepts qualified participants until 15 June 2009, or as long as space is available. Please apply early. Applicants will receive notification of acceptance or wait list status within 2-4 weeks of receipt of application.

 

Fees:
Workshop Fee: US$7,500

Special CFA Institute Member/Candidate Rate: US$7,100

The fee includes tuition, course materials, on-campus accommodations, and meals. To ensure placement, payment is due within two weeks of acceptance into the program.

 

Cancellation Policy: All cancellations must be submitted in writing. A US$250 fee will be applied to all cancellations received from accepted applicants prior to 7 June 2009. No refunds will be considered after 7 June 2009, although in some situations participation can be deferred for one year and payment will be applied to next year's tuition, with fee adjustment as necessary. 

 

Special Needs: Please contact CFA Institute for services to accommodate a disability or to inform CFA Institute of any dietary restrictions. (Please include this information when you register for the conference.)

 

Attire: Casual attire is appropriate for this workshop.

 

Please Note: Any person attending a CFA Institute conference, seminar, or other program grants permission to CFA Institute to use and publish his or her image or likeness in the form of photograph, video, audio, or any other recorded manner collected in connection with the program for any usual and customary purpose of CFA Institute, including but not limited to advertisements for CFA Institute and its programs and CFA Institute webcasts.

 

CE Credit: Qualifies for 33 credit hours 

Members: CE Diary auto-entry 

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