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EVENTS

Last year we provided 61 opportunities for our members to meet, gather, learn and network together

FEATURED EVENT

2026 Outlook Dinner

2026 Outlook Dinner

Annual Event Outlook Dinner Premier Event
Jan 13, 2026 8:00 am - 8:30 am
Charlotte Marriott City Center
100 W Trade St
Charlotte, NC 28202 United States
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12 events found.
  1. Events
  2. Candidate Focused Event

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Today
  • July 2022

  • Sat 30
    Jul 30, 2022 12:30 pm - 2:00 pm

    Investing in Your Future: The CFA Charter and Your Career Path

    Candidate Focused Event Virtual

    Join seasoned CFA® investment management practitioners to discuss the future employment opportunities and the training needed to obtain highly rewarding jobs in the financial services

    Free
  • August 2022

  • Thu 11
    Aug 11, 2022 7:00 pm - 8:30 pm

    Investing in Your Future: The CFA Charter and Your Career Path

    Candidate Focused Event Virtual

    Join seasoned CFA® investment management practitioners discuss the future employment opportunities and the training needed to obtain highly rewarding jobs in the financial services industry.

    Free
    Thu 18
    Aug 18, 2022 7:30 pm - 9:00 pm

    Mastering the Level II & III Exams

    Candidate Focused Event Virtual

    This event is open to all Level II and III CFA Candidates for free. We are excited to present CFA charterholders that have recently passed their Level

    Free
  • June 2023

  • Sat 3
    Jun 3, 2023 1:00 pm - 2:30 pm

    Mastering the Level II & III CFA Exams

    Candidate Focused Event Virtual

    This event is open to all Level II and III CFA Candidates for free. We are excited to present CFA charterholders that have recently passed their Level

    Free
    Thu 22
    Jun 22, 2023 7:00 pm - 8:30 pm

    CFA Exam Overview of the Global Investment Performance Standards

    Candidate Focused Event Virtual

    Come join Kim Cash, CFA, CAIA, CIPM, CSCP a specialist in GIPS compliance consulting, verification, and education as she breaks down the GIPS Standards portion

    Free
  • July 2023

  • Sat 15
    Jul 15, 2023 1:00 pm - 5:00 pm

    CFA Exam Level I Accounting Review Workshop

    Candidate Focused Event Virtual

    Financial Statement Analysis is the largest topic at Level I with an exam weight range of 13% - 17%. Many Level I candidates have a

    $25
    Sat 22
    Jul 22, 2023 1:00 pm - 2:30 pm

    CFA Exam Level III Ethics Workshop

    Candidate Focused Event Virtual

    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,

    Free
    Sat 29
    Jul 29, 2023 1:00 pm - 2:30 pm

    CFA Exam Level II Fixed Income Workshop

    Candidate Focused Event Virtual

    Are you ready for the Level II CFA Exam? How about the Fixed Income section? While Fixed Income at Level II is only 10% -

    Free
  • August 2023

  • Sat 5
    Aug 5, 2023 1:00 pm - 3:00 pm

    CFA Exam Level III Writing Workshop

    Candidate Focused Event Virtual

    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

    Free
  • September 2023

  • Sat 9
    Sep 9, 2023 1:00 pm - 2:30 pm

    CFA Exam Level I Ethics

    Candidate Focused Event Virtual

    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,

    Free
    Sat 23
    Sep 23, 2023 1:00 pm - 2:30 pm

    Investing in Your Future-The CFA Charter and Your Future Employment

    Candidate Focused Event Virtual

    Join seasoned CFA® investment management practitioners to discuss the future employment opportunities and the training needed to obtain highly rewarding jobs in the financial services

    Free
  • October 2023

  • Sat 14
    Oct 14, 2023 1:00 pm - 2:30 pm

    Level II Ethics Workshop

    Candidate Focused Event Virtual

    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,

    Free
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