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SUMMARY:Level III Essay Writing Workshop
DESCRIPTION: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 questions is almost as important as knowing the actual CFA curriculum content\, and a lot of candidates don’t take the necessary time to prepare. \n\n\n\nPlease join Glen Holden\, Jr.\, CFA as he guides you through the essay writing process of the Level III CFA Exam. This workshop will take you through the CFA Institute Essay Grading Methodology\, Test Taking Tips\, and Pitfalls that can occur during the Level III Exam.
URL:https://cfanorthcarolina.org/event/level-iii-essay-writing-workshop-3/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260107T120000
DTEND;TZID=America/New_York:20260107T130000
DTSTAMP:20260403T151640
CREATED:20251117T145206Z
LAST-MODIFIED:20251117T145207Z
UID:10442-1767787200-1767790800@cfanorthcarolina.org
SUMMARY:Career Webinar Series: The Art & Science of Networking: Stand Out & Get Results in the AI Era
DESCRIPTION:Having a network of relationships is crucial in today’s challenging environment\, where being good at your job is simply not good enough. And\, building and leveraging a network of mutually beneficial career relationships is easier than you may think. In this webinar\, Robert Hellmann of Hellman Consulting will take you through networking strategies and techniques\, including leveraging AI tools to improve your messaging. In particular\, we’ll cover: \n\n\n\n•    How to tap into the “hidden job market”\, and land meetings with important hiring decision-makers whom you don’t know\, or don’t know well•    Who’s really in your network – it’s much broader than you may think•    How to craft a networking “pitch” that can create exciting new opportunities for you•    Under-used yet highly effective ways to search and leverage your LinkedIn network for career opportunities•    How and when to use AI chatbots to improve your “brand” messaging\, so you get a better response from your outreach.•    How to easily keep in touch\, the essence of true networking \n\n\n\n\n\n\n\nRobert Hellmann\, President of Hellmann Career Consulting\, has helped over 1\,000 individuals to achieve job search and career success\, and dozens of organizations to improve effectiveness via executive coaching\, workshops and outplacement services. He has also presented numerous times to a half-dozen CFA Society chapters and at the CFA Institute’s global conference. Rob has been certified as a “GetFive Career and Executive Coach” and by LinkedIn as a LinkedIn-certified Professional Recruiter. \n\n\n\nRob has affiliations with the graduate business schools at Columbia University and Cornell University\, via his inclusion in their highly selective networks of career coaches they recommend to alumni. He has been a regular contributor to Forbes\, and his insights have also appeared in media outlets such as The New York Times\, The Wall Street Journal\, the Washington Post\, the Chicago Tribune\, CBS News\, ABC News\, NBC News and many others. Rob leverages his 20 years of management experience at American Express\, JP Morgan Chase\, and the Federal Reserve Bank of New York in helping clients achieve career success.
URL:https://cfanorthcarolina.org/event/career-webinar-series-the-art-science-of-networking-stand-out-get-results-in-the-ai-era/
CATEGORIES:Special Invitation for CFANC Members,Webinar
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DTSTART;TZID=America/New_York:20260110T130000
DTEND;TZID=America/New_York:20260110T143000
DTSTAMP:20260403T151640
CREATED:20251106T161102Z
LAST-MODIFIED:20251106T161103Z
UID:10112-1768050000-1768055400@cfanorthcarolina.org
SUMMARY:Level III Ethics Workshop
DESCRIPTION:Professions can only exist within an industry when those acting with transparency\, integrity\, candor\, and trust reach a critical mass. Come join Erik Johnsen\, CFA\, CIPM\, CPA as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct and its relationship to the Asset Manager Code within the Level III CFA Curriculum. \n\n\n\nThis discussion will follow CFA Institute’s Learning Outcome Statements for 2026 Level III CFA Curriculum Volume 5\, Module 1-4: \n\n\n\nRecommend practices and procedures designed to prevent violations of the Asset Manager Code. \n\n\n\nDescribe the structure of the CFA Institute Professional Conduct Program and the disciplinary review process for the enforcement of the CFA Institute Code of Ethics and Standards of Professional Conduct. \n\n\n\nExplain the ethical responsibilities required by the Code and Standards\, including the sub-sections of each standard. \n\n\n\nDemonstrate a thorough knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct by interpreting the Code and Standards in various situations involving issues of professional integrity. \n\n\n\nRecommend practices and procedures designed to prevent violations of the Code and Standards. \n\n\n\nEvaluate practices\, policies\, and conduct relative to the CFA Institute Code of Ethics and Standards of Professional Conduct. \n\n\n\nExplain how the practices\, policies\, or conduct does or does not violate the CFA Institute Code of Ethics and Standards of Professional Conduct. \n\n\n\nExplain the purpose of the Asset Manager Code and the benefits that may accrue to a firm that adopts the Code. \n\n\n\nExplain the ethical and professional responsibilities required by the six General Principles of Conduct of the Asset Manager Code. \n\n\n\nDetermine whether an asset manager’s practices and procedures are consistent with the Asset Manager Code.
URL:https://cfanorthcarolina.org/event/level-iii-ethics-workshop-2/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260115T190000
DTEND;TZID=America/New_York:20260115T203000
DTSTAMP:20260403T151640
CREATED:20251106T160830Z
LAST-MODIFIED:20251106T160831Z
UID:10110-1768503600-1768509000@cfanorthcarolina.org
SUMMARY:Overview of the Global Investment Performance Standards (GIPS)
DESCRIPTION: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 of the Level I CFA Curriculum. \n\n\n\nIf you’re a CFA Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®)\, or if you’re looking to learn how to best apply the GIPS Standards or get the most out of them for your firm and clients\, then this event is for you. \n\n\n\nThe GIPS Standards were referenced in the SEC’s marketing rule for investment advisors 26 times\, and private fund presentations are now required by FINRA to show GIPS compliant capital funding ratios. With practical lessons for every skill level and expertise\, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals.
URL:https://cfanorthcarolina.org/event/overview-of-the-global-investment-performance-standards-gips-4/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260129T190000
DTEND;TZID=America/New_York:20260129T210000
DTSTAMP:20260403T151640
CREATED:20251223T213150Z
LAST-MODIFIED:20260122T164402Z
UID:11795-1769713200-1769720400@cfanorthcarolina.org
SUMMARY:Fintech Presents: AI Workshops for Investment Professionals
DESCRIPTION:CFA Society Los Angeles’s FinTech Advisory Council invites you to a hands-on workshop on applying AI for Investment Professionals. Whether you’re a solo practitioner\, part of a small firm\, or working within a larger organization\, this event will provide examples of high value workflows and the opportunity to practice with leaders in the space. In 2025\, many firms pushed forward on AI initiatives. This session is designed to span ability levels – optimizing a more advanced AI workflow or getting started in a space that feels new. This event will start with an AI State of the Union where Tim Feess\, CFA will facilitate a conversation with our speakers. Afterwards\, attendees will have the option to attend two 45-minute workshops on utilizing AI. \n\n\n\nWorkshop Topics: \n\n\n\nAI-Enhanced Client Relationships – Facilitated by Amy Young \n\n\n\nOpenAI Tools for Investment & Market Analysis – Facilitated by Mariya Entina\, CFA\, CPA \n\n\n\nAI Tools for Buy Side Professionals – Facilitated by Khe Hy \n\n\n\nAnthropic’s Tools for Analysis & Reporting – Facilitated by Michael Thom\, CFA
URL:https://cfanorthcarolina.org/event/fintech-presents-ai-workshops-for-investment-professionals/
CATEGORIES:Special Invitation for CFANC Members,Virtual
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