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UID:6621-1735995600-1736002800@cfanorthcarolina.org
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/
CATEGORIES:Candidate Focused Event,Virtual
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DTSTART;TZID=America/New_York:20250116T190000
DTEND;TZID=America/New_York:20250116T203000
DTSTAMP:20260525T043332
CREATED:20240917T193708Z
LAST-MODIFIED:20240917T193709Z
UID:6623-1737054000-1737059400@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. \n\n\n\nThis discussion will follow CFA Institute’s Learning Outcome Statements for 2025 Level I CFA Curriculum Volume 10\, Module 4: \n\n\n\nDescribe the concept of independent verification \n\n\n\nExplain why the GIPS standards were created\, who can claim \n\n\n\nCompliance\, and who benefits from compliance \n\n\n\nDescribe the key concepts of the GIPS Standards for Firms \n\n\n\nExplain the purpose of composites in performance reporting \n\n\n\nDescribe the fundamentals of compliance\, including the \n\n\n\nRecommendations of the GIPS standards with respect to the \n\n\n\nDefinition of the firm and the firm’s definition of discretion
URL:https://cfanorthcarolina.org/event/overview-of-the-global-investment-performance-standards-gips-2/
CATEGORIES:Candidate Focused Event,Virtual
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DTSTART;TZID=America/New_York:20250130T190000
DTEND;TZID=America/New_York:20250130T210000
DTSTAMP:20260525T043332
CREATED:20250117T171738Z
LAST-MODIFIED:20250117T171739Z
UID:6730-1738263600-1738270800@cfanorthcarolina.org
SUMMARY:Unlocking the Potential of AI for Financial Professionals
DESCRIPTION:CFA Society Los Angeles invites you to an insightful discussion on the practical applications of artificial intelligence in the financial services industry. Whether you’re a solo practitioner\, part of a small firm\, or working within a larger organization\, this event will provide actionable strategies for leveraging AI to improve efficiency and productivity at every level. AI is transforming industries. However\, the widespread adoption of these technologies remains uneven\, leaving many financial professionals uncertain about how to incorporate AI into their workflows. This session aims to bridge the gap\, offering practical advice for harnessing the power of AI regardless of your level of access or resources. \n\n\n\nPart 1: Practical AI for Everyone – Discover how AI tools like ChatGPT\, Claude\, and Perplexity can enhance productivity without the need for costly in-house AI solutions. \n\n\n\nThis segment will demonstrate: \n\n\n\n\nHow to automate operational tasks like meeting notes and email drafting.\n\n\n\nUsing AI for market research\, client communication\, and generating investment ideas.\n\n\n\nTips for integrating free or low-cost AI tools into your daily workflow.\n\n\n\n\nPart 2: Scaling with Specialized AI Tools – For firms who use Microsoft Copilot and are considering investing in tailored AI solutions. Learn how to make the most of advanced platforms and bespoke services. \n\n\n\nTopics will include: \n\n\n\n\nAssessing the right AI workflows for your business needs.\n\n\n\nThe path to integrating off-the-shelf tools and developing customized solutions.\n\n\n\nCase studies of successful AI implementations at financial institutions.\n\n\n\n\nThis event is perfect for a broad range of professionals involved with capital markets – analysts\, portfolio managers\, risk professionals\, client relationship managers\, sales & business development professionals\, and anyone looking to prepare for the future of work. You will walk away with practical knowledge you can apply immediately to increase your productivity and organization’s competitive advantages
URL:https://cfanorthcarolina.org/event/unlocking-the-potential-of-ai-for-financial-professionals/
CATEGORIES:Special Invitation for CFANC Members,Virtual
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