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SUMMARY:Level II Ethics Workshop - October 2026
DESCRIPTION:Professions can only exist within an industry when those acting with transparency\, integrity\, candor\, and trust reach a critical mass. Come join Paul Hwang\, CFA as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct within the Level II CFA Curriculum. \n\n\n\nThis discussion will follow CFA Institute’s Learning Outcome Statements for 2026 Level II CFA Curriculum Volume 10\, Modules 1-3: \n\n\n\n\nDescribe the six components of the Code of Ethics and the seven Standards of Professional Conduct.\n\n\n\nExplain the ethical responsibilities required of CFA Institute members and candidates in the CFA Program by the Code and Standards.\n\n\n\nDemonstrate a thorough knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct by applying the Code and Standards to specific situations.\n\n\n\nRecommend practices and procedures designed to prevent violations of the Code of Ethics and Standards of Professional Conduct.\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\, and conduct do or do not violate the CFA Institute Code of Ethics and Standards of Professional Conduct.
URL:https://cfanorthcarolina.org/event/level-ii-ethics-workshop-october-2026/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members,Virtual
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DTSTART;TZID=America/New_York:20261017T130000
DTEND;TZID=America/New_York:20261017T150000
DTSTAMP:20260519T211346Z
CREATED:20260519T211345Z
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UID:18592-1792242000-1792249200@cfanorthcarolina.org
SUMMARY:Level II Fixed Income Workshop
DESCRIPTION:Are you ready for the Level II CFA Exam? How about the Fixed Income section? While Fixed Income at Level II is only 10% – 15% of the exam\, there’s a lot of complex quantitative material to digest that can feel overwhelming if you have not seen it before. Are you ready to answer questions on forward interest rates\, how to price a bond using a variety of different valuation methodologies\, as well as discuss yield curves\, credit spreads\, and credit default swaps? \n\n\n\nPlease join Peter Stutz\, CFA as he helps prepare you for the fixed income section of the Level II CFA Exam. This workshop will take you through some key concepts as well as provide you with 30-40 exam-type questions covering each of the five learning modules. Mr. Stutz will work through solutions to these problems and provide test-taking tips specific to the fixed income portion of the exam.
URL:https://cfanorthcarolina.org/event/level-ii-fixed-income-workshop-4/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members,Virtual
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DTSTART;TZID=America/New_York:20261027T090000
DTEND;TZID=America/New_York:20261027T113000
DTSTAMP:20260923T190226Z
CREATED:20260825T155539Z
LAST-MODIFIED:20260923T190226Z
UID:22261-1793091600-1793100600@cfanorthcarolina.org
SUMMARY:Charlotte-Impact Your Profession\, Impact Your Career: Women's Workshop
DESCRIPTION:Julie Jones\, Lauren Poleto\, Grisel Fernandez\, and Patricia Wilfong of The Armillary Group of Morgan Stanley are pleased to invite you to our fifth Professional Women’s Workshop — a morning designed to foster authentic\, guided discussion among professional women at all career stages. \n\n\n\nThis interactive workshop provides an opportunity to connect with peers\, exchange perspectives\, and engage in meaningful conversations focused on both professional and personal growth.Agenda9:00 a.m. – 9:30 a.m. | Check-in and networking9:30 a.m. – 11:30 a.m. | Guided tabletop discussions \n\n\n\nSpace is limited\, and we encourage you to register as soon as possible to reserve your spot.
URL:https://cfanorthcarolina.org/event/save-the-date-impact-your-profession-impact-your-career-womens-workshop-2/
LOCATION:The Parlor\, 1837 N. Tryon Street\, Charlotte\, North Carolina\, 28206
CATEGORIES:Co-Sponsored Event,Special Invitation for CFANC Members
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