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[SOLD OUT] Asset Allocation Panel Luncheon

Clyde's of Gallery Place 707 7th St NW, Washington, DC, United States

The US and the global consumer sectors of the economy and stock markets continue to be strong.  However, the current US market expansion has been underway since 2009 with the manufacturing and business investment sectors slowing which can quickly cause the current low level of volatility and a  number of other threats both known and unknown to…

Women’s Investment Network (WIN) Happy Hour

Daily Grill 1220 18th Street NW, Washington, DC, United States

You​'re invited to the Women's Investment Network's (WIN) monthly meeting. This event that is hosted every third Tuesday of the month in DC, and is a great opportunity to meet and network with other women in the investment industry in a relaxed social setting. RSVP via email to Christine Song, CFA.

Women’s Investment Network (WIN) Happy Hour

Daily Grill 1220 18th Street NW, Washington, DC, United States

You​'re invited to the Women's Investment Network's (WIN) monthly meeting. This event that is hosted every third Tuesday of the month in DC, and is a great opportunity to meet and network with other women in the investment industry in a relaxed social setting. RSVP via email to Christine Song, CFA.

CFAW Holiday Party

City Club of Washington, DC 555 13th Street NW, Washington, DC, United States

The holiday season is upon us and what better way than to celebrate our last event of the year on Wednesday, December 11, 2019? Register and come join fellow CFA Society Washington, DC (CFAW) members for a festive celebration at the City Club of Washington, DC. Be jolly, make good cheers and memories with old…

Free CFA® Program Strategy Session and Sample Classes

District Offices 10 G Street NE, Suite 600, Washington, DC, United States

Join expert CFA® Program instructors for a strategy session and sample class on how to pass the exam and earn the CFA charter. Choose from a live or online event and get a taste of how Kaplan Schweser can add more structure and accountability to your CFA Program exam preparation. Refreshments will be provided. Learning…

Financial Valuation and Modeling Boot Camp

CFA Society Washington, DC is pleased to offer, in partnership with Wall Street Prep, one of Wall Street Prep's most popular courses to equip busy professionals and students with the financial skills they need on the job. During this intensive 3-day training, participants will learn financial and valuation modeling in Excel using a hands-on, case-study…

How to Make More Persuasive Presentations

Virtual Virtual

The best presentations contain the right mix of information flow and interactivity, and are uniquely balanced to best fit audience interests, needs and priorities. And whether our audience consists of organizational leaders, hiring managers, colleagues, prospects or clients, we must be careful to avoid making our presentation all about the facts or all about what…

CFA Exam Study Group (All Levels) in Dupont Circle

Join CFA candidates as we go through all levels of the CFA curriculum to earn our charters. Study together, and gain the accountability you need. Ask CFA Charterholder and Master Teacher Lewis Wilkins of TutoringByLewis.com about any CFA-related questions that arise, about the most effective study strategies, or about next steps in your career.

​Cash Sweep: A Cost of Doing Business or A Fiduciary Breach?

Creative Planning 8444 Westpark Drive, Suite 610, McLean, VA, United States

As interest rates creep lower, banks, custodians and money managers are finding creative ways to generate revenue. Though it’s not a new practice, many are forcing cash into sweep bank accounts and paying a lower rate of return than offered by comparable money markets. A recent study pointed out that the average RIA held about…

Schweser Mock CFA® Exam – Level 1

American University - Kogod School of Business 4400 Massachusetts AVE, NW - Classroom 118 & 233, Washington, DC, United States

Now that you have prepared and practiced for the CFA® exam, you are ready to perform and put your skills and knowledge to the test. The Live Schweser Mock Exam is as close to the actual CFA exam in format, difficulty, and length as we can make it. The Mock Exam helps develop your test-taking…

Fall Wine Tasting with Spirited Tours

CFA Society Washington, DC 1401 New York Ave NW, Suite 330, Washington, DC, United States

This is a CFAW Member Organized Event. Let’s venture out on an unforgettable experience touring Virginia’s wineries and reconnecting with fellow CFA Society members. We’ll spend an afternoon visiting two wineries and tasting a variety of wines. Pick-up and drop-off from six regular stops in D.C.. Light snacks, water, and tastings are included in the…

​Career Management Conference: Strategies for Success

Convene Convene 600 14th Street NW, 4th floor, Washington, DC, United States

Join CFAW for a Career Management Strategies for Success Conference. This half-day event focuses on career advancement in the investment profession and provides relevant and timely strategies. We offer three separate tracks, each designed to provide you with information you can immediately apply: professional soft skills for success, career development skills, and women in finance.…

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