Virtual
Calendar of Events
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Fixed Income Series – 2023
This educational course is designed for those seeking to gain a broader understanding of fixed income strategies. A sound understanding of fixed income markets and
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Virtual-A Transforming World
Virtual-A Transforming World
We are at the dawn of a revolution. The pace at which technological and social megatrends are transforming our world today is unprecedented. However, we
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Member Only- The RIA Hunger Games: Repositioning Portfolios for the Shifting Monetary Policy and Inflation Regime
Member Only- The RIA Hunger Games: Repositioning Portfolios for the Shifting Monetary Policy and Inflation Regime
Overview Prepare for an intense, high-stakes showdown at our upcoming CFA Roundtable event, "The RIA Hunger Games." Navigate the treacherous terrain of shifting monetary policies
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Level II Ethics Workshop
Level II 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,
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Fintech Presents: Neobanks, Digital Economics, and Regulation in the Banking Industry
Fintech Presents: Neobanks, Digital Economics, and Regulation in the Banking Industry
Join us for an engaging discussion with industry experts as we explore the evolving landscape of NeoBanks and the regulations shaping the digital banking industry.
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Practical Applications of AI and Machine Learning in Investment Management
Practical Applications of AI and Machine Learning in Investment Management
More than a third of CFA Charterholders surveyed believe their role will be substantially different in five to ten years, disrupted by new analytical methods,
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Ethical Decison-Making Workshop
Ethical Decison-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
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Delve Into the Dynamic World of Career Pivots in Finance
Delve Into the Dynamic World of Career Pivots in Finance
Are you considering a career change within the finance industry or exploring opportunities beyond its borders? Join us for an insightful panel discussion, where we
