The Four Pillars of Investor Misbehavior
How do the four primary psychological tendencies affect investment behavior and how can wealth be managed in a manner consistent with the realities of our
Coaching Yourself to Success During Volatile Times: Achieve Holistic Success
In our second session, we will pick up from the first session and help you to create clarity on what personalized holistic success looks like
CFA Institute Alpha Summit
We’re back – live and in-person – delivering the one-of-kind experience that only CFA Institute can. The content you care about. The speakers who matter.
Mastering the Interview: Microsoft Excel
For many positions in finance, Excel is considered an essential tool used to efficiently analyze and manipulate data and to create compelling financial analysis. There
2022 Alternative Investment Series
This educational series is designed for those seeking to gain a broader understanding of alternative investment strategies. A sound understanding of alternative investments (AI) is
Coaching Yourself to Success During Volatile Times: Maintain Peace Through Ups and Downs
In our third and final session, we will identify actionable ways for you to surf the inevitable ups and downs of your journey toward achieving
Investing in Your Future: The CFA Charter and Your Career Path
Join seasoned CFA® investment management practitioners to discuss the future employment opportunities and the training needed to obtain highly rewarding jobs in the financial services
Investing in Your Future: The CFA Charter and Your Career Path
Join seasoned CFA® investment management practitioners discuss the future employment opportunities and the training needed to obtain highly rewarding jobs in the financial services industry.
The Empire Strikes Back-Energy and Commodities, Long Excluded from the Menu of Active Management, are Making a Comeback
In 1981, the Energy sector was the most valuable GICS sector making up almost 25% of the U.S. stock market. Since then, inflation was tamed
Mastering the Level II & III Exams
This event is open to all Level II and III CFA Candidates for free. We are excited to present CFA charterholders that have recently passed their Level
Mortgage & Mortgage-Backed Securities Boot Camp
A 2-day intensive training program where participants are instructed on mortgages and mortgage-backed securities. The program is designed to introduce participants to the broad variety
Fixed Income Series
This workshop series is designed for those seeking to gain a broader understanding of fixed income strategies. A sound understanding of fixed income markets and
