Conferences & Events

70th CFA Institute Annual Conference

Philadelphia skyline
21–24 May 2017
Philadelphia, PA, United States

Register by 31 December 2016 and save US$200. Learn more

CFA Institute partners with local societies, universities, and the investment industry to offer a wide range of insightful and engaging events all over the world. CFA Institute members receive substantial discounts on registration fees for many of our events, as well as Continuing Education (CE) credits for attending.

Take advantage of these great opportunities to learn, discuss, and network with your peers.

Please use the filters below to find events that interest you.

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Fixed Income Certificate (FIC)

The Fixed Income Certificate is a professional qualification giving candidates a thorough understanding the relationships between the cash and the derivatives markets.

Introduction to Primary Markets Qualification (IPM)

This qualification offers participants a broad overview of international finance, from the different entities requiring finance to the roles of the banks and securities markets in providing that finance.

Fixed Income Certificate (FIC)

The Fixed Income Certificate is a professional qualification giving candidates a thorough understanding the relationships between the cash and the derivatives markets.

Investment Fundamentals for Fiduciaries Training Course

Willis Towers Watson Investment services offers expertise in risk assessment, strategic asset allocation and investment manager selection, helping to create financial value for institutional investors. Instruction includes foundational investment knowledge, best practices, and overview of fiduciary requirements for clients involved in the investment decision making process. There will be an emphasis on defining and evaluating success for retirement plans, plan sponsors, and participants.

Informational Interviewing as a Networking Strategy

Learn the value of informational interviews and how they fit in with the larger networking and relationship building efforts that lead to career success. You will gain an understanding of when and how to ask for, engage in, and benefit most from, informational interviews.

Insights from Leading Portfolio Managers

You're invited to the annual Global PM Panel presented by the Women's Initiative Network and CFA Society San Francisco.

CFA Society Philadelphia Women's Advisory Committee and Women in Investing Network of Philadelphia Social

Combine two great things: The opportunity to learn how to match two frequent gifts to clients, family, and friends (wine and chocolate), and to connect with Women in Investing Network (WIN) Philadelphia and CFA Society Philadelphia (CFAP) members across our local financial community.

Basel for Bank Executives: Capital and Liquidity Risk Management

This two day seminar will discuss the Basel capital and liquidity standards with an emphasis on implementation and compliance strategies.

Redesigning Economics to Redesign the World

This session will be streamed live from the 2016 European Investment Conference in Amsterdam on Monday, 7 November at 9:45 am CET. Convert to your timezone. About: Muhammad Yunus, Nobel Laureate, professor, and founder of Grameen Bank will discuss redesigning economics to redesign the world. Speaker: Professor Muhammad Yunus is a Nobel laureate, social entrepreneur, banker, and economist. He is the founder of Grameen Bank and of more than 50 other companies in Bangladesh. Professor Yunus was awarded the 2006 Nobel Peace Prize for founding Grameen Bank and is the recipient of 112 awards from 26 countries, including state honors from 10 countries. He is one of seven individuals to have received the Nobel Peace Prize, the United States Presidential Medal of Freedom and the United States Congressional Gold Medal. He holds 55 honorary degrees from universities across 20 countries. Professor Yunus was named “one of the greatest entrepreneurs of our time” by Fortune and was listed as one of the top 12 business leaders in Asia by TIME. He has appeared on the Oprah Winfrey Show, the Daily Show with Jon Stewart, the Colbert Report, Real Time with Bill Maher, Hardtalk, and the Simpsons. Professor Yunus has also appeared on the cover of TIME, Newsweek, and Forbes.

CFA Institute European Investment Conference 2016

CFA Institute European Investment Conference 2016

Attracting delegates from more than 50 countries and regions,* the CFA Institute European Investment Conference is the annual must-attend gathering for Europe’s leading portfolio managers, analysts, chief investment officers, and CEOs.


30 events