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,
Charlotte Holiday Networking
Join us for an evening of festive cheer and professional connections at our Holiday Networking Event! Celebrate the season with colleagues, friends, and new connections
Triangle Holiday Networking
Join us for an evening of festive cheer and professional connections at our Holiday Networking Event! Celebrate the season with colleagues, friends, and new connections
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
Career Webinar Series: The Art & Science of Networking: Stand Out & Get Results in the AI Era
Having a network of relationships is crucial in today’s challenging environment, where being good at your job is simply not good enough. And, building and
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 Erik Johnsen, CFA,
2026 Outlook Dinner
We are excited to announce that our keynote speaker will be Jim Bianco, with Bianco Research. Jim has deservingly earned a reputation among top strategists
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
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 Paul Hwang, CFA as
Quantitative Methods 1/2 Day Bootcamp – 2026
Come join Andy Berkin, Ph.D, as he reviews Volume 1, Quantitative Methods, from the Level I 2026 CFA Curriculum. CFA® Institute’s Quantitative Methods curriculum introduces
