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,
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
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
Level III CFA Exam 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
Charlotte Networking: honoring our 2023 Charlotte New Charterholders – Morton’s
Morton's the Steakhouse 227 W Trade St #150, Charlotte, NC, United StatesJoin us for a spring networking event honoring Charlotte’s 2023 New Charterholders! This is a great time to congratulate our newest CFA NC Members as
Alternative Investment Series 2024
This educational series is designed for those seeking to gain a broader understanding of alternative investment strategies. A sound understanding of alternative investments (AI) is
2024 Annual Dinner: Talking Trends with Michael Melissinos and Jerry Parker, Moderated by Clint Sorenson, CFA
Trend-following can help any portfolio in any market environment. Today, with relentless inflation, rising taxes and more frequent booms and busts, it can provide protection
Triad Networking: honoring our 2023 Triad New Charterholders- Quanto Basta Italian Eatery and Wine Bar
Quanto Basta Italian Eatery and Wine Bar 680 W. 4th Street, Winston SalemJoin us for a spring networking event honoring the Triad's 2023 New Charterholders! This is a great time to congratulate our newest CFA NC Members
Triangle Networking: honoring our 2023 Triangle New Charterholders-The Velvet Hippo
The Velvet Hippo 119 Orange Street, 3rd Floor, Durham, North CarolinaJoin us for a spring networking event honoring the Triangle’s 2023 New Charterholders! This is a great time to congratulate our newest CFA NC Members
Triangle-2024: A Foundational Year
Join us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic
Asheville Networking: Capella on 9
Capella on 9-AC Hotel 10 Broadway Street, 9th Floor, AshevilleWe are excited to host a networking event in Asheville! Please join us to connect with local or visiting Charterholders as well as members of
Triad-2024: A Foundational Year
Join us for our May programming to hear from a leading bank and global economic expert on the current banking crisis and a global economic
