Conferences & Events

70th CFA Institute Annual Conference

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

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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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IPP Ratings

The workshop begins with introductory comments about the general objectives in project financing, its key differences against corporate credit analysis, as well as its applicability in power plant financing in the context of the Malaysian power sector.

Look Before You Leap: U.S. Wealth Advisors in a Dynamic Environment

Mindy Diamond, President and CEO of one of the industry’s top recruiting and consulting firms Diamond Consultants, will describe the evolved landscape of wirehouses, independent broker-dealers, and registered investment advisers, and the new opportunities available for advisors considering change. She will relate her firm’s experience in helping wealth advisors consider where the “right home” is for their practice by providing perspectives on the advantages and disadvantages of each business model, and describing and diagnosing various case studies from her practice. Attendees will leave with a greater understanding of the opportunities available, as well as insight into the decision-making process an advisor goes through to successfully transition his or her practice.

Advancing Women Leaders: Seven Hurdles Women Leaders Face

CFA Society Boston and Citi Women, in celebration of International Women's Day, invite you to join us for a presentation on "Advancing Women Leaders: Seven Hurdles Women Leaders Face," with Susan Brady, EVP, Principal Consultant at Linkage.

Trading Psychology Workshop

This practical and interactive two-day workshop is designed for traders and fund managers who want to improve their trading and investing performance, develop their personal decision making skills and learn practical evidence-based performance enhancement techniques for taking their trading and investing to the next level. Each delegate will be asked to complete a risk personality psychometric test, which will be evaluated as a part of the program.

M&A Valuation Bootcamp in Excel

Deepen your understanding of valuation and apply different valuation techniques. The programme will be built around the use of our in-house models, therefore allowing the attendees to get their “hands dirty” in the valuation work rather than just covering pure theory.

2017 FIBA AML Conference

The 17th Annual FIBA AML Conference reflects the most important AML issues facing our industry and aims to provide participants with an in-depth and practical learning experience all while encouraging participation in frank dialogue with key parties from all segments of the complex world of anti-money laundering risk management.

Innovations in Gender Diversity Based Investing

Investors are becoming increasingly interested in what the world and the market will look like in the future. One of those areas is gender diversity. Our speakers will tackle this issue from both a passive and active investing position.

CFA Institute Conference: Wealth Management 2017

CFA Institute Conference: Wealth Management 2017

The 2017 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.

Gaining Focus Along the Winding Path

This seminar takes a high-level look at several themes that will impact investment markets over the next five years, including: emerging markets and how they will move beyond their infancy to adulthood; the near-term outlook and whether monetary policy will move to the side and fiscal policy will take the lead; and how elections are expected to impact markets going forward.

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.


51 events