Overview
This member-exclusive webinar offers a practical introduction to emotional intelligence, tailored specifically for CFA Charterholders. Patricia Ordody will draw on insights from neuroscience and EQ research to show how emotional intelligence supports better decision making, client communication, and team leadership. The session breaks down EQ into simple, learnable skills that finance professionals can apply in the moments that matter most, especially in high-pressure, relationship-driven environments where outcomes depend on more than just technical expertise.
With a background in banking and deep experience delivering content to investment audiences, Patricia understands the culture, language, and demands of the finance industry. Her approach is grounded in relevance. Whether it's navigating conflict, leading through uncertainty, or strengthening client trust, she translates EQ theory into clear tools that professionals can put to work right away. Her sessions are interactive, engaging, and designed to meet members with real-world application.
The format includes live polls, quick reflection exercises, and plenty of interaction to help embed the learning. Participants will walk away with practices they can use immediately, as well as a stronger understanding of why emotional intelligence isn’t just a “nice to have,” but a critical edge in today’s finance world. Whether you're leading teams, managing clients, or building your own professional effectiveness, this session will offer practical, career-sustaining value.
Timings:
9:00 AM ET | 1:00 PM BST
This event is exclusive to CFA Institute members.
This member-exclusive webinar qualifies for 1 Professional Learning (PL) credit.