• 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

    $250

    Virtual Trivia Night

    Join us for our first CFA NC Trivia Night! Socialize with peers from across North Carolina in a fun, casual setting and dust off any

    The Psychology of Money

    Join Morgan Housel, award-winning author, to learn how people think about money, investing, and risk to understand the behavioral mistakes that undermine our long-term financial

    The Value of Private Investor Meetings

    Face-to-face meetings with company management are much more difficult during the pandemic, but they can be an important part of due diligence that uncovers potential

  • Personal Productivity Workshop

    Do you want to accomplish more in less time? This 1-hour webinar will help you to improve your focus so you can boost productivity, manage