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CFA Institute recommends that you experience our events in person whenever possible. However, we know that sometimes you just can’t make it. That’s why we broadcast some of our events live on the web, allowing you to participate without having to travel.


7 events

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Defining Value in an RIA: Perspectives of Buyers and Sellers

Industry statistics suggest that owners of Registered Investment Advisors in the US skew older; at the same time that many firms consider opportunities beyond organic growth to scale their businesses optimally, creating a very competitive market for quality acquisition candidates.

Asset-Based and Earnings-Based Valuation Tools and Their Applicability

In this webinar, we will discuss valuation frameworks based on assets and earnings and their applicability based on classification of the business as "moat" or "non-moat".

Ethical Decision-Making Webinar Part I: Introduction to Ethical Decision Making (sponsored by CFA Societies of the Central and SW US Region)

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.

Ethical Decision-Making Webinar Part I: Introduction to Ethical Decision Making (sponsored by CFA Society Los Angeles)

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.

Financial Crises: Harvesting Lessons from History

Financial crises and frauds are an unfortunate part of financial markets, but these events offer rich opportunities for us to become better investors. Accurate diagnoses of historical crises – and their attendant lessons for the future – often require perspectives that come from vastly different skill sets. Using an innovative framework, Ron Rimkus, CFA, Director of Economics and Alternative Investments at CFA Institute, will demonstrate how to combine fundamental analysis, history, policy, agency costs, and behavioral finance in the forensic examination of past crises. Using this approach, he will walk you through three real-world case studies: the Asian Flu of 1997, the Russian Bond Default of 1998, and the 1998 collapse of Long-Term Capital Management.

Ethical Decision-Making Webinar Part I: Introduction to Ethical Decision Making (scheduled to accommodate Asia Pacific Time Zone audience)

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.

Ethical Decision-Making Webinar Part II: Exploring Additional Case Studies (scheduled to accommodate Asia Pacific Time Zone audience)

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.