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The 2020 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.


Hosted by CFA Institute, CFA Society Seattle

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

Agenda

Location

Venue

The Westin Seattle

1900 5th Avenue
Seattle, WA 98101

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