Conferences & Events

CFA Institute Conference: Fixed-Income Management 2017

statue in Boston's public garden
12–13 October 2017
Boston, Massachusetts, United States

Register by 8 September 2017 and save US$200.

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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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GIPS Final Asset Owner Guidance Statement

This is a webinar to discuss the changes made to the final revised Guidance Statement on the Application of the GIPS Standards to Asset Owners. We will provide a review and clarifications on the guidance statement. This will be an opportunity for industry participants to ask questions during the live webinar session.

Corporate Credit Analysis

Corporate Credit Analysis course takes a diagnostic approach – it provides participants with an understanding of the principles of corporate credit analysis together with a comprehensive framework to assess the critical risk factors affecting corporate borrowers and their financial health. Through illustrative case studies drawn from different countries and industrial sectors, delegates will explore the implications of financial and non-financial credit and business risks on corporate credit

Sustainability Bonds: What are the Risks and Opportunities for Investors?

This webinar will cover market trends related to sustainable, green and social bonds, the risks and opportunities of investing in these types of bonds, various investor approaches to evaluating these bonds, and the motivations to issue these bonds. This webinar is co-hosted by CFA Institute and Sustainalytics.

A Woman's View from the Frontline: Markets, Investments, and Career

PIMCO women panel covering the topic of "Women in Investment Management: Markets, Investments, and Career."

GIPS Exposure Draft for New Guidance Statement on Overlay Strategies

This is a 1-hour webinar to review and discuss the GIPS Guidance Statement on Overlay Strategies exposure draft.

Corporate and Acquisition Modeling

This program provides participants with the ability to create corporate models with sophisticated analytical techniques that measure value and evaluate the costs and benefits of mergers and acquisitions.

ILPA Institute Level I

The ILPA Institute Level I program is an introductory course designed exclusively for institutional investors who are new to the private equity industry or who wish to gain a broader understanding of the asset class. The Level I program offers a comprehensive overview of investing in private equity.

The Fundamentals of Performance Measurement and Attribution

The Fundamentals of Performance Measurement and Attribution

If you’ve been looking for an introduction to performance analysis or a refresher on basic attribution principles and calculations, then pull up a chair at this hands-on workshop led by renowned performance and risk expert Carl Bacon, CIPM.

GIPS Standards Interactive Workshop

GIPS Standards Interactive Workshop

With practical lessons for beginners and experienced analysts alike, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals, including composite construction, performance calculation, and creating a compliant presentation.

Ethical Decision-Making Webinar Part I: Introduction to Ethical Decision Making

The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.


45 events