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 trends might be in store for the US and global economies in 2021 as we try to end the Covid-19 pandemic and get back to…
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 very first time. Together, let’s explore “how to do the right thing even if no one is watching." Can ethics be dangerous to your career?…
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 is never a pleasant experience. Worse still, research shows that 72.2%1 of financial professionals lose one top client per year. This makes everyone have to…
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 with the recent political changes in the U.S. 2020 was a year that brought extraordinary challenges. The pandemic and subsequent economic crisis caused unprecedented disruption…
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 in finance. Joyce will discuss how she navigated her career path and give an update on the markets and what is next for investors in…
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 industry has grown and prospered as a result. This program will discuss some of the reasons why active management has been historically difficult and offer…
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