• Overview of the Global Investment Performance Standards (GIPS)

    Virtual

    Overview A Candidate Engagement Advisory Council sponsored event. Come join Kim Cash, CFA, CAIA, CIPM, CSCP a specialist in GIPS compliance consulting, verification, and education as she breaks down the GIPS Standards portion of the Level III CFA Curriculum. If you’re a Level III Candidate looking for a better breakdown on Global Investment Performance Standards…

  • Ethical Decision-Making Workshop

    Virtual

    Overview  An Advocacy & Ethics Advisory Council Sponsored Event. Do only "bad" people make ethically questionable decisions? In today's fast-paced and high-pressure world, busy finance and investment professionals often face ethical dilemmas where they must choose between competing and equally compelling options. Through the use of real-life examples, we will identify the internal and external…

  • Intro to Data Science for Business and Finance (Advanced Python)

    Virtual

    Overview  The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average. As a result, financial companies have been on an innovation and technology push to create new, disruptive technologies that can maximize use of…

  • Intro to Python for Business and Finance

    Virtual

    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 development. In fact, it is one of the most in-demand programming languages today.  Learning Python is a great entry point into the technical world as the syntax is much…

  • Real Estate Investing & Analysis Certificate Program

    Virtual

    Overview The 8-Week Online Real Estate Investing & Analysis Certificate Program: May 2024 Enrollment is now open for Wall Street Prep and Wharton Online’s groundbreaking collaboration.  Taught jointly by leading faculty from Wharton and Wall Street Prep, the program is theory-meets-practice at its very best. Derived from both organizations’ extensive work with the world’s leading real…

  • FP&A Certificate Program

    Virtual

    Overview The 8-Week Online FP&A Certificate Program: May 2024 Enrollment is now open for Wall Street Prep and Wharton Online’s groundbreaking collaboration. Taught jointly by leading faculty from Wharton and Wall Street Prep, the program is theory-meets-practice at its very best. Derived from both organizations’ extensive work with the world’s top corporations, this program sets…

  • Private Equity Certificate Program

    Virtual

    Overview The 8-Week Online Private Equity Certificate Program: September 2024 Enrollment is now open for Wall Street Prep and Wharton Online’s groundbreaking collaboration. In the September 2023 program, 500+ students from 40+ countries learned the essentials of private equity, heard from industry leaders, and built a lifelong network to help propel their careers. Taught jointly…

  • Hedge Fund & Buy-Side Investing Certificate Program

    Virtual

    Overview The 8-week Online Program, taught jointly by leading faculty from Wharton and Wall Street Prep, the program is theory-meets-practice at its very best. Derived from both organizations’ extensive work with the world’s leading investment firms, this program sets a new standard for learning in the buy-side industry. Below are some details about the program…

  • Wharton Private Equity Certificate Program Affiliate Winter

    Virtual

    We are excited to share that CFA Washington members are eligible to receive $300 off tuition for the Wharton & Wall Street Prep Private Equity Certificate 8-Week Online Program. (Use code CFAWASH at checkout) The Private Equity Certificate Program is a self-paced rigorous online program for professionals pursuing careers in private markets. Taught jointly by…

  • Planning and Organizing Your Job Search Campaign

    Virtual

    Planning and Organizing Your 2024 Job Search Campaign Learn the key elements of a successful executive job search. We’ll take the guesswork out of your search with a step-by-step approach…