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…
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.
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…
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…
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…
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.…
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.
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.
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 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,…
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…
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…
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