The business of financial advice is evolving quickly as commoditized products and portfolios are yielding to increasingly comprehensive planning solutions and beyond. As advisors struggle to define and defend their…
Introducing an exciting new Member-Organized Event Series featuring informational interviews with various small business entrepreneurs. This first event will feature two start-up companies: ZERV, an online booking platform for businesses in the health and wellness space and EdOdyssey, an educational provider of study programs for students in various countries around the world. Join CFAW members on January…
Women's Investment Network (WIN) monthly happy hours are back - virtually! Please join us on Wed. January 27th at 5 pm ET as we gather online to kick off the new year. We will host a fun and interactive event with fellow WIN member Melissa Daly, founder of MFD Communications, who has kindly offered to…
The US and global consumer sectors of the economy and stock markets continue to be surprisingly strong despite the on-going COVID-19 pandemic. As evident in March 2020, the markets can…
CFA Society Washington, DC’s Investment Professional Employment Outlook will tackle various employment topics. At this event, investment industry executive recruiters and local HR executives will provide color on the current hiring trends…
Get ready for a very special edition of the CFAW member-organized Book Club. December’s selection is The Wandering Investor by Brendan Hughes, who just so happens to be a CFAW member. His book chronicles his travels around the world in search of both adventure and profit. Part travelogue, part investment guide, it’s the perfect antidote for the lockdowns and…
U.S. Healthcare equities are consistently one of the most volatile sectors during every Presidential election cycle due to uncertainty about changes in health care policy. This trend is even more…
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 approach.…
Project Finance Modeling requires complexity not seen in typical corporate finance models. This course breaks down everything needed to build and interpret project finance models for a transaction. Learn project finance financial statement modeling, debt sizing mechanics, running upside & downside cases, and more. Day 1: Project Finance Principles; Modeling Best Practices You will learn…
Financial storytelling is about blending narrative with numbers. It is about equipping participants with the necessary knowledge, skills and confidence, to step out of their comfort zone, and to create…
Financial storytelling is about blending narrative with numbers. It is about equipping participants with the necessary knowledge, skills and confidence, to step out of their comfort zone, and to create…
CFA Society Washington DC virtual trivia night returns again! Join us for the third installment of CFAW trivia – arguably one of the best ways to pass time, have fun, and raise money for a good cause in the age of COVID-19. Can your team conquer our latest champions: Meldrum’s Marauders? Gather a team of your…
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