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EVENTS

Last year we provided 61 opportunities for our members to meet, gather, learn and network together

FEATURED EVENT

2026 Outlook Dinner

2026 Outlook Dinner

Annual Event Outlook Dinner Premier Event
Jan 13, 2026 8:00 am - 8:30 am
Charlotte Marriott City Center
100 W Trade St
Charlotte, NC 28202 United States
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12 events found.
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Today
  • March 2025

  • Sat 1
    Sat, March 1 1:00 pm - 2:30 pm

    Mastering the Level II & III CFA Exams

    Candidate Focused Event Special Invitation for CFANC Members Virtual

    This event is free for all Level II and III CFA Candidates. We are excited to present CFA charterholders who have recently passed their Level III Exam

    Free
    Sat 22
    Sat, March 22 1:00 pm - 5:00 pm

    Level I Derivatives and Alternatives Bootcamp

    Candidate Focused Event Virtual

    Prepare yourself for the Derivatives and Alternatives sections for the 2025 Level I CFA Exam! Combined, the Derivatives and Alternatives sections can account for up to

    $25
    Sat 29
    Sat, March 29 1:00 pm - 2:30 pm

    Level II Ethics Workshop

    Candidate Focused Event Virtual

    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

    Free
  • April 2025

  • Tue 8
    Tue, April 8 8:00 pm - Tue, June 10 9:30 pm

    Alternative Investment Series 2025

    Special Invitation for CFANC Members Virtual

    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

    $300
    Wed 23
    Wed, April 23 1:00 pm - 2:00 pm

    Revolutionizing Finance: Harnessing AI and Big Data for Asset Management Success

    Co-Sponsored Event Monthly Meeting Virtual

    Join us for an insightful session on the transformative role of AI in finance, where we will explore how big data and AI are revolutionizing

    Free
    Sat 26
    Sat, April 26 1:00 pm - 3:00 pm

    Level II Fixed Income

    Candidate Focused Event Virtual

    Are you ready for the Level II CFA Exam? How about the Fixed Income section? While Fixed Income at Level II is only 10% -

    Free
  • May 2025

  • Wed 7
    Wed, May 7 1:00 pm - 2:00 pm

    Securitization Is Not a Four-Letter Word

    Co-Sponsored Event Virtual

    Jessica Leoncini, Head of Fixed Income CPM Management at Janus Henderson Investors, will present virtually on Wednesday, May 7, from 12:00 - 1:00 PM CT.  CLOs didn’t cause the

    Free
  • June 2025

  • Thu 5
    Thu, June 5 7:00 pm - 8:30 pm

    Overview of the Global Investment Performance Standards (GIPS)

    Candidate Focused Event Special Invitation for CFANC Members Virtual

    If 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

    Free
    Sat 21
    Sat, June 21 1:00 pm - 3:00 pm

    Level III Essay Writing Workshop

    Candidate Focused Event Virtual

    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

    Free
  • July 2025

  • Sat 12
    Sat, July 12 1:00 pm - 3:00 pm

    Level I Ethics Workshop

    Candidate Focused Event Special Invitation for CFANC Members Virtual

    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,

    Free
    Sat 19
    Sat, July 19 1:00 pm - 2:30 pm

    Level III Ethics Workshop

    Candidate Focused Event Special Invitation for CFANC Members Virtual

    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,

    Free
    Tue 22
    Tue, July 22 1:00 pm - 2:00 pm

    Economic Indicators with Carlyle’s Chief Economist Jason Thomas, PhD, CFA

    Special Invitation for CFANC Members Virtual

    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

    Free
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