Non-Traditional Career Paths-Insurance
Are you considering a career change? Are you an investment professional looking for a different path? Join this three-part series on Non-Traditional Career Paths. Each
CFA Exam Level I Ethics
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,
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
Virtual-An Update on the Health of the Banking Sector in the US
A Fireside chat with Daniel Altscher, Co-Portfolio Manager & Head of Macro Research with FJ Capital Mr. Altscher joined FJ Capital Management in 2016 and
Investing in Your Future-The CFA Charter and Your Future Employment
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
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
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
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,
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.
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,
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
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
