Conferences & Events

CFA Institute: 62nd Annual Financial Analysts Seminar

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24–27 July 2017
Chicago, Illinois, United States

Register by 20 June 2017 and save US$500.

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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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CFA Institute and Harvard Business School: Investment Management Workshop

CFA Institute and Harvard Business School: Investment Management Workshop

This program focuses on strategic decision-making for the investment executive while integrating three fundamental business concerns: management issues, business strategy and development, and investment strategy. For almost 50 years, the Investment Management Workshop (IMW) has played an essential role in shaping the principles and practices of investment management across the globe. This renowned program, developed by Harvard Business School (HBS) Executive Education and CFA Institute, brings together highly accomplished faculty and leading executives from around the world to confront the ever-changing challenges that define the investment management industry. Since its inception in 1968, the program has provided a forum for more than 3,500 participants to share broad-ranging insights and investigate cutting-edge strategies for balancing risk and return.

Oxford Real Estate Programme

The heart of this program is the application of research-based knowledge to consider and develop new strategic thinking in modern real estate enterprises.

Mastering Acquisitions and Buyouts

Completing an acquisition or buyout might be the most high-stakes challenge facing any business leader. This seminar provides owners and executives tasked with making tough deals happen with the practical insights they need to plan, negotiate, and close a transaction.

Diversity in Finance: A Panel Discussion on the Performance and Workplace Impact of Gender-Balanced Teams

Please join us for an interactive panel discussion on the performance and workplace impact of gender-balanced teams relating to CFA Institute initiative to foster a more gender-diverse financial sector.

GIPS Guidance Statement on Risk Exposure Draft

This is a webinar to discuss the new Guidance Statement on Risk exposure draft. We will review and provide clarifications on this new guidance statement exposure draft that will be available for public comment through 26 September 2017. There will be an opportunity for industry participants to ask questions during the live webinar session.

So You Have an Idea for a Book, What Now?

This webinar will help you understand how a book is pitched internally, what publishers are looking for, and what you can expect if you decide to write a book.

The xVA Challenge: Counterparty Risk, Collateral, Funding, Capital, Initial Margin and Central Clearing

In this course, global industry expert Dr. Jon Gregory will examine the latest developments in current market practice and the impact of accounting standards (IFRS 13), regulatory capital rules (Basel III, SA-CCR, SA-CVA, FRTB) and funding (LCR and NSFR liquidity requirements). The future impact of initial margin via mandatory central clearing and the bilateral margin rules are assessed in detail. Initial margin methodologies at CCPs and in bilateral markets (SIMM) are also covered.

Entrepreneurial Finance

This program covers the whole cycle of investing in new ventures and raising funds for startups and is aimed at entrepreneurs, business angels, family offices, and consultants.

Entrepreneurial Finance: How to invest in new ventures and raise funds for startups

This program covers the whole cycle of investing in new ventures and raising funds for startups and is aimed at entrepreneurs, business angels, family offices, consultants.

Accounting for Derivatives in Practice under IFRS 9

Gain deep understanding of derivatives accounting and the application of hedge accounting for the interest rate, inflation and FX markets. Hands-on case studies cover the decision-making, documentation requirements, hedge effectiveness assessment and accounting of a hedging strategy during its whole cycle.


50 events