AI in Action: High-Speed Workflows with Claude Cowork and Excel
A Claude Cowork and Excel Interactive Virtual Workshop Financial professionals have spent two years hearing about AI. This session is about using AI at the
Virtual-Agentic AI in Asset Management and RIAs: Driving Efficiency While Staying SEC-Ready
Attendees will learn how asset management firms and RIAs can use Agentic AI to improve operational efficiency across compliance, research, client service, marketing, reporting, and
Level II Fixed Income Workshop
Are you ready for the Level II CFA Exam? How about the Fixed Income section? While Fixed Income at Level II is only 10% -
Fintech Presents: AI Workshops for Investment Professionals
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
Career Series: Leadership Mastery | AI, Neuroscience & Your Next Level
This isn’t just another leadership webinar—it’s a high-impact, interactive masterclass for finance and corporate leaders ready to lead with clarity, agility, and next-level confidence. Led
Level II Fixed Income Workshop
Are you ready for the Level II CFA Exam? How about the Fixed Income section? While Fixed Income at Level II is only 10% -
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 Paul Hwang, CFA as
CWIM Live Q&A with the Author: “Brave New You: Strategies, Tools, and Neurohacks to Live More Courageously Every Day” Featuring Mary Poffenroth, PhD (Hosted by CFA Society Chile)
Fear and anxiety are powerful forces — but they don’t have to define you. Beyond the fear of failing or not fitting in, we face
Fixed Income Series 2025
Tuesdays, beginning Sept 9. Recordings will be available for those registered. This educational course is designed for those seeking to gain a broader understanding of
Economic Indicators with Carlyle’s Chief Economist Jason Thomas, PhD, CFA
You're invited to join us for a virtual presentation from Jason Thomas, Carlyle’s Head of Global Research & Investment Strategy. Jason will share observations and
Level III Ethics Workshop
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,
Level I 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,
