Impact Your Profession. Impact Your Career. Women’s Workshop
The Ruth 2122 Thrift Road, Suite C, Charlotte, North CarolinaJulie Jones, along with her teammates, Lauren Poleto and Patricia Wilfong, invite you to join them at this year's "Impact Your Profession. Impact Your Career.
CLT-2024: A Foundational Year
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesJoin us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic
Triad-2024: A Foundational Year
Forsyth Country Club Winston Salem, NC, United StatesJoin us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic
Triangle-2024: A Foundational Year
Flemings Steakhouse, Crabtree Valley Mall Glenwood Ave #5004, Raleigh, NC, United StatesJoin us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic
Triangle Networking: honoring our 2023 Triangle New Charterholders-The Velvet Hippo
The Velvet Hippo 119 Orange Street, 3rd Floor, Durham, North CarolinaJoin us for a spring networking event honoring the Triangle’s 2023 New Charterholders! This is a great time to congratulate our newest CFA NC Members
Triad Networking: honoring our 2023 Triad New Charterholders- Quanto Basta Italian Eatery and Wine Bar
Quanto Basta Italian Eatery and Wine Bar 680 W. 4th Street, Winston SalemJoin us for a spring networking event honoring the Triad's 2023 New Charterholders! This is a great time to congratulate our newest CFA NC Members
2024 Annual Dinner: Talking Trends with Michael Melissinos and Jerry Parker, Moderated by Clint Sorenson, CFA
Dimensional Fund Advisors 1515 S. Tryon Street, Charlotte, North CarolinaTrend-following can help any portfolio in any market environment. Today, with relentless inflation, rising taxes and more frequent booms and busts, it can provide protection
Alternative Investment Series 2024
This educational series is designed for those seeking to gain a broader understanding of alternative investment strategies. A sound understanding of alternative investments (AI) is
Level III CFA Exam Essay Writing Workshop
Are you ready for the Level III CFA Exam? How about the Essay Portion? Knowing the best strategies and methods on how to answer essay
Ethical Decision-Making Workshop
Do only "bad" people make ethically questionable decisions? In today's fast-paced and high-pressure world, busy finance and investment professionals often face ethical dilemmas where they
Overview of the Global Investment Performance Standards (GIPS)
If you’re a Level III Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®), or if you’re looking to learn how to
Level I Ethics Workshop
Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Ken Yee, CFA,
