Conferences & Events

CFA Institute: 62nd Annual Financial Analysts Seminar

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24–27 July 2017
Chicago, Illinois, United States

Register by 20 June 2017 and save US$500.

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CFA Institute partners with local societies, universities, and the investment industry to offer a wide range of insightful and engaging events all over the world. CFA Institute members receive substantial discounts on registration fees for many of our events, as well as Continuing Education (CE) credits for attending.

Take advantage of these great opportunities to learn, discuss, and network with your peers.

Please use the filters below to find events that interest you.

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Fintech - Disrupting Finance

Over the last few years, information technology has disrupted a number of sectors (entertainment/ retail/hotel/taxi). This program provides an overview of how it is doing the same to finance. 

Oxford Real Estate Programme

The heart of this program is the application of research-based knowledge to consider and develop new strategic thinking in modern real estate enterprises.

CFA Institute and Harvard Business School: Investment Management Workshop

CFA Institute and Harvard Business School: Investment Management Workshop

This program focuses on strategic decision-making for the investment executive while integrating three fundamental business concerns: management issues, business strategy and development, and investment strategy. For almost 50 years, the Investment Management Workshop (IMW) has played an essential role in shaping the principles and practices of investment management across the globe. This renowned program, developed by Harvard Business School (HBS) Executive Education and CFA Institute, brings together highly accomplished faculty and leading executives from around the world to confront the ever-changing challenges that define the investment management industry. Since its inception in 1968, the program has provided a forum for more than 3,500 participants to share broad-ranging insights and investigate cutting-edge strategies for balancing risk and return.

Macro Drivers of Asset Performance and Global TAA Strategy

This practical program provides a comprehensive overview of the macroeconomic drivers of financial asset performance. It sets out the theoretical determinants of pricing in each of the main asset classes — equities, bonds, commodities, and FX — and examines empirical behavior through the business cycle. Continuing Education Information As a participant in the Approved-Provider Program, London Financial Studies has determined that this program is eligible for continuing education credit. Pending provider confirmation of attendance, CE credit for participation in this program will be recorded in individual CFA Institute members' CE record.

Impact Investing in Emerging Markets - Capital Allocation for Sustainable Development

Join us for the 2017 one day conference on Impact Investing in Emerging Markets, Capital Allocation for Sustainable Development on 26 June 2017 at Said Business School, University of Oxford as we debate, discuss and share some of the key themes and challenges at the center of Impact Investing in emerging markets.

Mastering Acquisitions and Buyouts

Completing an acquisition or buyout might be the most high-stakes challenge facing any business leader. This seminar provides owners and executives tasked with making tough deals happen with the practical insights they need to plan, negotiate, and close a transaction.

Diversity in Finance: A Panel Discussion on the Performance and Workplace Impact of Gender-Balanced Teams

Please join us for an interactive panel discussion on the performance and workplace impact of gender-balanced teams relating to CFA Institute initiative to foster a more gender-diverse financial sector.

GIPS Guidance Statement on Risk Exposure Draft

This is a webinar to discuss the new Guidance Statement on Risk exposure draft. We will review and provide clarifications on this new guidance statement exposure draft that will be available for public comment through 26 September 2017. There will be an opportunity for industry participants to ask questions during the live webinar session.

The xVA Challenge: Counterparty Risk, Collateral, Funding, Capital, Initial Margin and Central Clearing

In this course, global industry expert Dr. Jon Gregory will examine the latest developments in current market practice and the impact of accounting standards (IFRS 13), regulatory capital rules (Basel III, SA-CCR, SA-CVA, FRTB) and funding (LCR and NSFR liquidity requirements). The future impact of initial margin via mandatory central clearing and the bilateral margin rules are assessed in detail. Initial margin methodologies at CCPs and in bilateral markets (SIMM) are also covered.

Entrepreneurial Finance

This program covers the whole cycle of investing in new ventures and raising funds for startups and is aimed at entrepreneurs, business angels, family offices, and consultants.


49 events