CFAW is pleased to offer CFA® candidates the opportunity to take a 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®.…
Come and join fellow CFAW members every 3rd Thursday of the month for a happy hour discussing various topics in finance, capital markets, and investing. Typically, there will be a topic and recommended reading prior to the gathering to facilitate discussion. The reading is not required, however, dissenting viewpoints on the topic are welcome. This…
What are the potential benefits and risks new financial technologies present to investors, broker/dealers, and the securities market? How have RegTech tools changed the landscape for compliance? What are the implications? Please join us at the new CFA Society Washington, DC office, as Jackson Mueller, Associate Director at the Milken Institute and Haimera (Haime) Workie,…
Sustainable Investing goes by many names - impact investing, ESG, SRI, double-bottom line. It's where you align your investments with your values. All are welcome! Whether you're a Sustainable Investing professional who wants to discuss your experience and share best practices, someone who'd like to learn more about working in the space, an investor who…
Sustainable Investing goes by many names - impact investing, ESG, SRI, double-bottom line. It's where you align your investments with your values. All are welcome! Whether you're a Sustainable Investing professional who wants to discuss your experience and share best practices, someone who'd like to learn more about working in the space, an investor who…
Too much to read? Not enough time? There is no greater skill than having the ability to get through new information quickly and be able to remember it. This workshop is for investment professionals and teaches how to approach technical material and analytical reading more effectively (annual reports, contracts, research, market news through a variety…
Volunteers are at the heart of CFAW's work. Because of the contributions of volunteers' time, talent and expertise, CFAW is able to provide the essential information and tools, vibrant community, and engaging experiences that we all value so highly. Together, we can accomplish incredible things and move the investment management profession forward. With that in…
CFA Society Washington, DC invites you to join us at this informative and thought-provoking event to hear from top influencers, experienced investors, academics and researchers who are leading the charge on environmental, social and governance (ESG) investing trends. We have dedicated a full day to the rise and status of sustainable investing among asset owners.…
This course focuses on the mergers and acquisitions process, the basics of deal structures, and covers the main tools and analyses that M&A investment bankers and acquirers utilize. Learn about common structural issues, crucial merger consequence analysis and structures and methodologies. Translate fundamentals into different modeling techniques, including the most basic and widely used back-of-the-envelope…
Sustainable Investing goes by many names - impact investing, ESG, SRI, double-bottom line. It's where you align your investments with your values. All are welcome! Whether you're a Sustainable Investing professional who wants to discuss your experience and share best practices, someone who'd like to learn more about working in the space, an investor who…
Each year, the Society hosts an Annual Dinner, which is our most prestigious event of the year and routinely sells out. It has become the “who’s who” event for the Washington, DC financial investment industry. Over 400 investment professionals attend, representing leading asset managers and advisors, corporations, institutional investors, regulatory agencies, and international financial institutions in…
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.
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