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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21 events

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ICMA Fixed Income Certificate (FIC) Online

The ICMA Fixed Income Certificate (FIC) is an essential qualification for market professionals, placing emphasis on developing practical skills for trading, investment and risk management.

Securities Operations Foundation Qualification (SOFQ) Online

The Securities Operations Foundation Qualification (SOFQ) is an introductory level programme intended for anyone entering a career in the securities operations area of the financial markets.

Financial Markets Foundation Qualification (FMFQ) Online

The Financial Markets Foundation Qualification (FMFQ) is an introductory level programme intended for anyone entering into a career in the financial markets.

Practitioner Insights: Macro Challenges and Valuation Implications

This is a live webinar that takes place on Thursday, 8 December 2016 at 5:30 p.m. IST. Convert to your timezone. Macro challenges have been occurring at an unabated pace. In particular, developed market central banks have been unable to reverse their easy money policies. A rising share of developed market sovereign bonds has been offering sub-zero yields. Are risk-free rates, free of risk anymore? David B. Stevens, CFA, senior investment strategist with the Private Bank at Wells Fargo and Prashant Trivedi, CFA, founder and chairman of Multi Act, an equity research and consultancy firm, will discuss the equity valuation implications of the ongoing macro challenges. Among others, this webinar will provide a valuation framework and practical insights from real life case studies. Shreenivas Kunte, CFA, Director Content, CFA Institute, will moderate the webinar session.

Portfolio Construction & Evaluation

Explore strategies for developing and managing sound asset allocation policies designed to meet specific investment objectives. In this 45 minute webinar, Windham Client Consultant Jon Kazarian will review methods and best practices for the portfolio construction and evaluation process. The webinar will cover risk and return estimation, mean-variance optimizations as well as techniques for analyzing exposure to loss and wealth potential. 

Ethical Decision-Making Webinar Part I: Introduction to Ethical Decision Making

The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

7th India Investment Conference

7th India Investment Conference

What are the largest sources of alpha in different markets and asset classes? Will these change over time, leading to inconsistent performance? The quest and competition for alpha is intense, and many beta strategies are disguised as alpha. How can you distinguish if it’s alpha and not beta, and how do you capture alpha in an increasingly divergent world? Answers to all these questions and more at the 7th India Investment Conference which provides a unique opportunity for delegates to improve their understanding of key issues that will drive investment decision making in the coming months. Hosted jointly by CFA Institute and CFA Society India, the conference is a must-attend event for investment professionals. In 2016, nearly 500 professionals including chief investment officers, strategists, portfolio managers, chartered financial analysts, private bankers, investment banking analysts, brokers, risk managers, consultants, research analysts, financial advisers, and wealth managers came to hear Dr. Ashvin B. Chhabra of Euclidean Capital; Dr. Aswath Damodaran of the Stern School of Business; Robert P. Browne, CFA, of Northern Trust; John Kay, FSIP, of the London School of Economics; and Manoj Pradhan, of Morgan Stanley.

Gender Lens Investing

Join the BSAS Women's Initiative for a discussion on the global picture of women's economic roles and the relevance of using a gender lens in investment analysis and portfolio construction.

CFA Institute: Latin America Investment Conference

CFA Institute: Latin America Investment Conference

The inaugural CFA Institute Latin America Investment Conference is a practitioner-oriented educational conference focused on Latin American economies and capital markets, as well as global issues relevant to investors worldwide.

Ethical Decision-Making Webinar Part II: Exploring Additional Case Studies

The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

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21 events