Conferences & Events

Alpha and Gender Diversity: The Competitive Edge

Alpha and Gender Diversity: The Competitive Edge
14–15 September 2016
Boston, Massachusetts, 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.

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Asset Manager Code Implementation Webinar Series

CFA Institute and the Regulatory Compliance Association have partnered to create an implementation webinar series for the CFA Institute Asset Manager Code of Professional Conduct that provides detailed guidance and model compliance policies that will allow managers to efficiently and effectively adopt the Code. This free, live webinar series features representatives from firms currently in compliance with the Asset Manager Code.

Advanced Financial Statement Analysis with Jim Wahlen

A program for finance professionals who need to deepen their knowledge of financial statements (balance sheets, income statements, statements of cash flows). Practical tools to analyze information about profitability and risk.

Rich Thinking with Barbara Stewart

Please join Barbara Stewart, CFA, and author of the Rich Thinking series of white papers on women and financial issues, as she explores the research findings from her sixth study, entitled "How Smart Women are Shaping the Future of the Financial Industry."

Luncheon Event Rich Thinking with Barbara Stewart

CFASSD is excited to host a unique event featuring Barbara Stewart, CFA, and author of the Rich Thinking series of white papers on women and financial issues. Stewart will explore the research findings from her sixth study, entitled "How Smart Women are Shaping the Future of the Financial Industry."

Wine Social: CFASF Women's Initiative Network

Women wine social networking event.

Rich Thinking 2016: How Smart Women Are Shaping the Future of the Finance Industry

Barbara Stewart, CFA, author of the Rich Thinking series of white papers on women and fiancial issues, will explore the research findings from her sixth study "How Smart Women Are Shaping the Future of the Financial Industry".

Advanced Valuation

For experienced professionals who want to expand their knowledge and gain new insights into company valuation, this conceptually challenging program explores both the theoretical basis and practical application of DCF valuation.

Advanced Valuation: New Insights into Valuation for Experienced Professionals

For experienced professionals who want to expand their knowledge and gain new insights into company valuation, this conceptually challenging program explores both the theoretical basis and practical application of DCF valuation.

Macroeconomic Analysis and Forecasting in Emerging Economies

Explore core macroeconomic ideas which underlie formulation of economic policies and consistent forecasting techniques for the real, fiscal, monetary, and external sectors.

INSITE 2016

INSITE is a premier industry event for success-minded advisors interested in enhancing client relationships and growing their business. INSITE features an impressive lineup of world leaders and industry experts, showcases Pershing’s latest offerings, provides access to an exhibit hall featuring strategic providers and helps financial professionals develop new business, increase efficiency and differentiate themselves in today’s marketplace.

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46 events