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
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,
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 III Writing Workshop
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
CFA Exam 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% -
CFA Exam 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 Ken Yee, CFA,
CFA Exam Level I Accounting Review Workshop
Financial Statement Analysis is the largest topic at Level I with an exam weight range of 13% - 17%. Many Level I candidates have a
Non-Traditional Career Paths: Pensions
Did you know that there are many jobs outside the traditional Portfolio Manager or Research Analysts roles that CFA Charterholders and CFA Candidates are uniquely
CFA Exam Overview of the Global Investment Performance Standards
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
Non-Traditional Career Paths-Government
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
Mastering the Level II & III CFA 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
CIO Investment Leadership Series: Venture Debt Opportunities
Demand for capital from startups is at an all-time high, which has created a supply-demand imbalance. In the past three years, startups have received a
