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CFA Institute recommends that you experience our events in person whenever possible. However, we know that sometimes you just can’t make it. That’s why we broadcast some of our events live on the web, allowing you to participate without having to travel.


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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.

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.

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.