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 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…
U.S. Healthcare equities are consistently one of the most volatile sectors during every Presidential election cycle due to uncertainty about changes in health care policy. This trend is even more…
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…
The business of financial advice is evolving quickly as commoditized products and portfolios are yielding to increasingly comprehensive planning solutions and beyond. As advisors struggle to define and defend their…
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…
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…
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…
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…
Join CFAW for a live webinar discussion with Joyce Chang, one of Wall Street’s best-known analysts. Ms. Chang is ranked by American Banker as one of the most powerful women…
Is it a currency? Is it a commodity? Does it contain an embedded store of value? Who is really controlling it? There are many questions floating around about cryptocurrencies like…
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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