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…
Come connect and reconnect with fellow WIN members at this month's virtual happy hour where our featured speaker will be Ms. JoJami Tyler, founder and CEO of JoJami.com, a style and wardrobe consulting company. In another fun and interactive event on how to look your best, JoJami will talk about a number of topics such as…
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?…
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…
Join fellow candidates for a member-organized CFA Exam Study Group! Esref, the study group coordinator, has prepared a few slides to review & discuss the Level 2 material below. Study Group Topic #2: Financial Reporting and Analysis Reading 13 - Intercorporate Investments RSVP via email to Esref Mehmet Goksu via email & attend via Google…
February’s member-organized book club selection is Billion Dollar Loser: The Epic Rise and Spectacular Fall of Adam Neumann and WeWork by Reeves Wiedeman. Thanks to a charismatic leader and a promise to make the workplace cool, WeWork attracted billions of dollars in venture capital. Read about the chaotic collapse that followed and join us for a fun, engaging…
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 value, the effort to deepen and broaden client relationships implicates the need to transform the core insights of behavioral finance from academic to practical. Well…
Introducing an exciting new Member-Organized Event Series featuring informational interviews with various small business entrepreneurs. This first event will feature two start-up companies: ZERV, an online booking platform for businesses in the health and wellness space and EdOdyssey, an educational provider of study programs for students in various countries around the world. Join CFAW members on January…
Women's Investment Network (WIN) monthly happy hours are back - virtually! Please join us on Wed. January 27th at 5 pm ET as we gather online to kick off the new year. We will host a fun and interactive event with fellow WIN member Melissa Daly, founder of MFD Communications, who has kindly offered to…
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 still drop, and all future projections can change on a dime due to real current events or even fears of a COVID-19 shutdown. An additional…
CFA Society Washington, DC’s Investment Professional Employment Outlook will tackle various employment topics. At this event, investment industry executive recruiters and local HR executives will provide color on the current hiring trends within the Finance and Investment industry, as well as their expectations for the upcoming year. We’ll explore which investment areas are growing the fastest and…
Get ready for a very special edition of the CFAW member-organized Book Club. December’s selection is The Wandering Investor by Brendan Hughes, who just so happens to be a CFAW member. His book chronicles his travels around the world in search of both adventure and profit. Part travelogue, part investment guide, it’s the perfect antidote for the lockdowns and…
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