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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Ai CEO African Pension and Sovereign Wealth Fund Leaders’ Summit

The Ai CEO African Pension and Sovereign Wealth Fund Leaders’ Summit is the calendar event and premier business development forum for pension funds, trustees, investment consultants, sovereign wealth funds, and institutional investors.

Ai CEO Infrastructure Project Developers Summit and Awards

This unique African CEO Infrastructure Project Developers Summit will build on the Africa investor annual Top 100 African Infrastructure Project Developers report, which features in Africa investor magazine.

Defining Value in an RIA: Perspectives of Buyers and Sellers

Industry statistics suggest that owners of Registered Investment Advisors in the US skew older; at the same time that many firms consider opportunities beyond organic growth to scale their businesses optimally, creating a very competitive market for quality acquisition candidates.

Asset-Based and Earnings-Based Valuation Tools and Their Applicability

In this webinar, we will discuss valuation frameworks based on assets and earnings and their applicability based on classification of the business as "moat" or "non-moat".

Diversity in Finance: The Competitive Advantage of Gender Balance

In order to promote gender balance within the financial sector, CFA Society Calgary is organizing a conference titled "Diversity in Finance: The Competitive Advantage of Gender Balance."

Credit Risk Management

This three-day program allows participants to focus on the critical areas of credit risk management within the requirements and implications of a new regulatory framework: model building, managing techniques, policies, and organizational solutions.

Advanced Fixed Income Attribution

An advanced 2 day course for practitioners with more than 5 years experience in fixed income. Focus on the real world applications of attribution analysis to different types of portfolios.

2017 CalPERS and CalSTRS Diversity Forum

The goal of the Diversity Forum is to bring together investment and corporate executives to discuss how to better capitalize on the abilities of the diverse modern workforce.

Ethical Decision-Making Webinar Part I: Introduction to Ethical Decision Making (sponsored by CFA Societies of the Central and SW US Region)

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.

Advances in Asset Allocation Seminar

This 3-day course will provide participants with an in-depth appreciation of the concepts and techniques that will shape the future of investment management. Cutting edge concepts will be discussed and illustrated using Excel spreadsheets that delegates can take away. The course will be led by Professor Lionel Martellini, a seasoned instructor who combines academic expertise and industry experience.

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53 events