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Financial Storytelling – Part 1

Virtual Virtual

Financial storytelling is about blending narrative with numbers. It is about equipping participants with the necessary knowledge, skills and confidence, to step out of their comfort zone, and to create…

Financial Storytelling – Part II

Virtual Virtual

Financial storytelling is about blending narrative with numbers. It is about equipping participants with the necessary knowledge, skills and confidence, to step out of their comfort zone, and to create…

Asset Allocation Panel 2021

Virtual Virtual

The US and global consumer sectors of the economy and stock markets continue to be surprisingly strong despite the on-going COVID-19 pandemic. As evident in March 2020, the markets can…

Economic Outlook 2021

Virtual Virtual

These are indeed interesting times - a global pandemic, unprecedented monetary and fiscal response, uncertainty at home and abroad and a new administration. Join CFAW as we explore what economic…

Ethical Decision-Making Workshop

Virtual Virtual

In this workshop, we'll discuss CFA Institute's ethical-decision making framework and new real-world scenarios to challenge your ethics. Expand on what you learned in the July workshop, or join us for the…

The Golden Hour

Virtual Virtual

Clients mentally leave their financial professionals months before their money does. This is how those financial professionals might win them back while they still have time. Losing a top client…

Energy Market Outlook & Investment Trends 2021

Virtual Virtual

Please join us on Tuesday, March 9, 2021 to gain a better understanding of the potential expected returns, and risks, of investing in the various energy markets. Learn what investors should expect…

Active and Passive Interplay and Outlook

Virtual Virtual

A basic premise of active management is that with enough skill, it’s possible to outperform the market consistently. Historical data, however, do not support this view, and the index fund…

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