In an environment defined by volatility, technological disruption, and rising stakeholder expectations, technical expertise alone is insufficient. This webinar examines how enduring principles of effectiveness can help CFA charterholders lead with clarity, discipline, and trust amid today's complex investment landscape.

Led by Victoria Roos Olsson and drawing on the globally recognized The 7 Habits of Highly Effective People® framework, the session reframes these timeless principles through the lens of CFA values and modern markets. Participants will explore how prioritization, accountability, proactive leadership, and trust-building influence decision-making, team effectiveness, and long-term client outcomes. The discussion links personal effectiveness to professional responsibility and highlights how disciplined habits can strengthen judgment, collaboration, and ethical leadership under pressure.

Two sessions will be offered on 25 August:

APAC session: 8:00 AM ET | 12:00 PM BST
EMEA and AMER session: 11:00 AM ET | 3:00 PM BST

This event is exclusive to CFA Institute members.

CFA Institute members may self-report 1 Professional Learning (PL) credit for participating in this webinar.