CFA Institute Conferences

CFA Institute: 71st CFA Institute Annual Conference

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13–16 May 2018
Hong Kong, Hong Kong

Register by 31 December 2017 and save HK$1,550.

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Our world-class events feature the latest trends and developments from top finance and investment experts. They offer the opportunity to network with other successful investment professionals and generate ideas to keep you on the leading edge of our competitive industry.




9 events

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8th India Investment Conference

8th India Investment Conference

The 8th India Investment Conference provides a unique opportunity for delegates to improve their understanding of key issues that will drive investment decision making in the coming months. Hosted jointly by CFA Institute and CFA Society India, the conference is a must-attend event for investment professionals. In 2017, nearly 500 professionals including chief investment officers, strategists, research analysts, portfolio managers, corporate financial analysts, investment banking analysts, brokers, risk managers, consultants, traders, financial advisers, and wealth managers attended to learn from our prestigious local and international speakers.

Latin America Investment Conference 2018

Latin America Investment Conference 2018

The conference, hosted jointly by CFA Institute and CFA Society Brazil, is a must-attend event for investors in Latin America. Featuring globally acclaimed speakers, the conference will address a range of diverse topics and perspectives to shape investment strategies in Latin American markets.

CFA Institute Conference: Wealth Management 2018

CFA Institute Conference: Wealth Management 2018

The 2018 CFA Institute Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

Practical Implementation of ESG for Private Clients

Practical Implementation of ESG for Private Clients

Surveys suggest growing client interest in “sustainable investing” approaches that incorporate environmental, social, and governance (ESG) criteria into the investment process. This workshop will explore current best practices and common challenges in implementing a program of ESG investing.

71st CFA Institute Annual Conference

71st CFA Institute Annual Conference

The global political landscape, the growth outlook for developed and emerging markets, regulatory changes, and the disruptive potential of fintech are just a few of the challenges and opportunities currently facing the global investment profession. It’s imperative that investment professionals remain current in this changing and complex climate to best serve their clients’ interests. To stay informed, make sure you attend the 71st CFA Institute Annual Conference.

CFA Institute and Harvard Business School: Investment Management Workshop

CFA Institute and Harvard Business School: Investment Management Workshop

For nearly 50 years, the Investment Management Workshop (IMW) has convened the world’s top principals, portfolio managers, and executives to explore the latest strategies and best practices in asset management. Developed by Harvard Business School (HBS) Executive Education and CFA Institute, this renowned industry forum focuses on improving strategic decision making in three integrated areas—asset management, business strategy and development, and investment strategy and execution. You will explore real-world cases with a diverse group of industry peers and emerge with new insights on how to optimize your strategic edge.

CFA Institute: 63rd Annual Financial Analysts Seminar

CFA Institute: 63rd Annual Financial Analysts Seminar

Join us for the renowned 63rd Annual Financial Analysts Seminar (FAS) on 23–26 July 2018 at the University of Chicago’s Gleacher Center. Internationally-recognized as one of the most comprehensive continuing professional development programs for global investors, the FAS offers engaging lectures, small classroom discussions, and interactive case studies on a wide range of timely investment topics.

22nd Annual GIPS Standards Conference

22nd Annual GIPS Standards Conference

As the finance industry grows ever more interconnected, investors need standards of investment performance measurement and reporting that are reliable and comparable across markets along with professionals who can apply them.

72nd CFA Institute Annual Conference

72nd CFA Institute Annual Conference

The risk, opportunities, and challenges facing the global investment profession are as complex as ever and investment professionals must remain current. If you attend only one investment conference each year, make sure it's the CFA Institute Annual Conference.