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​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.…

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 (WIN) monthly member-organized 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.

CFA Exam Study Group (All Levels) in Dupont Circle

Panera Bread - Dupont Circle 1350 Connecticut Ave NW, Washington, DC, United States

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.

Day of Doing

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

Use your skills and professional experience to mentor a job seeker! Join the CFA Society and StreetWise Partners for an interactive, two hour volunteer experience. Volunteers will work directly with StreetWise Partners mentees, providing industry advice, guidance on career growth, and resume feedback. About StreetWise Partners: StreetWise Partner's goal is to harness the mentoring resources…

How planetary boundaries impact sovereign bonds and equities

World Bank Group Visitor Center 1776 Pennsylvania Ave. NW, Washington, DC, United States

How can we align capital markets with a sustainable future and planetary boundaries? This member-organized event will feature the Planet Tracker, a financial thinktank located in London, whose goal is to embed the true value of nature into global financial flows. Planet Tracker supports investors, analysts, and other stakeholders in mainstreaming sustainability into capital markets,…

Artificial Intelligence and the Future of Investment Management

This seminar will provide an understanding of the fundamental concepts of AI and the impact of what is often called the "Third Wave" in investment management and finance. What You'll Learn: What is Artificial Intelligence and how has it the use of AI in investment management evolved over the years? How will AI disrupt finance…

​No Average Strategy: Increasing Returns While Managing Risk

Is there another investment path for portfolio managers to explore? Based on a recently released in-depth analysis of risk-adjusted returns over a 20-year period, perhaps there is. CFA Society Washington, DC has partnered with The Options Industry Council and Nasdaq as they host Dr. Edward Szado, author of a study titled "Endowment Risk Management and…

​Introduction to Python & Introduction to Data Science Training Bundle

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

Now offering two popular courses bundled together: Introduction to Python & Introduction to Data Science! Introduction to Python Tuesday, October 29, 2019 from 9 AM - 5 PM Course Overview: Python is a high-level, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web…

​CFA Society Washington, DC Practice Exam – Level 1​

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

CFAW is pleased to offer CFA® candidates the opportunity to take the practice exam prepared by the CFA Society Boston. For many years, CFAB has created highly-regarded, full-day practice exams for the three levels of the CFA® exam. CFAB's exam is all new each year, based on the most recent CFA® Candidate Body of Knowledge®.…

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