Ethical Decision-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 they
Overview of the Global Investment Performance Standards (GIPS)
If you’re a Level III Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®), or if you’re looking to learn how to
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,
Fixed Income Series
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
Webinar Career Series: Embracing Accountability: Foster Ownership and Drive Results in Your Team
Accountability is a vital component of high-performing teams and organizations. In this training session, participants will explore the concept of accountability and its impact on
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 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,
Level III Essay 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
Overview of the Global Investment Performance Standards (GIPS)
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
