Sign In

A Member of the CFA Institute Global Network of Societies

  
  
Title
  
Location
  
Start Time
End Time
Event Description
  
6/19/2018 9:00 AM6/20/2018 5:00 PM

​The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average. Finance companies that want to maximize use of this available data require professionals who have a keen understanding of data science and know how to use it to solve meaningful business challenges.

This two-day, hands-on course provides a structured teaching environment where attendees learn the Python programming language as a powerful tool to conduct robust data analyses on finance-related data sets. At the end of the workshop, course participants will have applied the Python programming language and essential data analysis techniques to practical programming exercises to gain experience solving challenging finance-related problems.

 
Specific area in finance where data science skills acquired from this course can be effectively applied include: sentiment analysis, advanced time series analysis, risk management, real-time pricing and economic data analysis, customer segmentation analysis, and machine learning algorithm creation for financial technologies.

 
No prior programming experience required.

 
Learning Objectives:

 
  • Learn basic foundations in programming and data science
  • Receive an overview of state-of-the-art data science and machine learning methods
  • Discover how finance professionals can use data science to solve real-world problems
  • Understand the advantages of data science and specific analytical methods
  • Obtain hands-on Python programming experience
  • Understand effective data visualization techniques using Python
  • Ability to hit the ground running with executing core data tasks by the end of the course
Who Should Attend?
  • Investment professionals
    • Quantitative traders
    • Event-driven fund managers
    • PE/VC investors
    • Traditional asset managers​
  • Fintech entrepreneurs and/or product managers
  • FP&A and strategy professionals at corporations
  • PE portfolio company operators
  • Private wealth managers
  • Economists
  • IT and tech professionals at financial institutions
  • Management consultants​
Please Note: Participants will need to bring a laptop with them to the course.
  
6/19/2018 6:00 PM6/19/2018 8:00 PM

You're invited to the Women's Investment Network's (WIN) monthly meeting. This is a CFAW member-organized event that is hosted every third Tuesday of the month in DC, and is a great opportunity to meet and network with other women in the investment industry in a relaxed social setting.
  
6/21/2018 6:00 PM6/21/2018 8:00 PM

2018 Annual Meeting

National_Savings_and_Trust_Company.jpg 

Come join fellow CFAW members and celebrate the announcement of our new Board Members. This is our last major event before the summer vacation season begins and is always a popular event among members. So, we invite you to come catch up with old friends and add contacts to your professional network. There will be a reception following a presentation from our Board Chair.

 

This year's Annual Meeting will be held at SunTrust Bank at 1445 New York Ave NW, Washington, DC. This building, once called the National Savings and Trust Company, is a historic bank building designed by architecture James H. Windrim. The event is free for CFAW members, but you must register in order to attend. Please see below for the link to register. The non-member fee to attend is $95.

We hope to see you there.

Thank you to our Event Sponsor

untitled.png 

  
6/24/2018 8:00 AM6/24/2018 10:00 AM

​Join CFAW members for a round of golf! This is an opportunity for intermediate golfers/ advanced beginners to improve their game as well as meet new people. [Member-Organized Event]

  
6/27/2018 12:00 AM6/27/2018 11:59 PM

Course Goals and Overview:

This hands-on data science course is a sequel to the Introduction to Data Science for Finance workshop. Advanced Data Science for Finance will provide an overview of modern machine learning algorithms that analysts, portfolio managers, traders and chief investment officers should understand and in a context that goes beyond a broader level introductory class in data science. Classification methods are touched upon in the introduction course, but the Advanced Data Science for Finance course focuses exclusively on this highly demanded and rapidly adopted segment of data science and machine learning.

This course will explore advanced classification methods including neural networks and decision trees which are among the most effective data science techniques. This workshop also provides an introduction to deep learning, a technique which has significantly increased the performance of machine learning algorithms over the last years and is heavily used in the financial services industry. Deep learning utilizes algorithms and methods that perform in a similar manner to the human brain. According to Gartner, 80% of data scientists will be competent in deep learning and deep learning will be utilized in a much larger role in different forms of predictive analytics across all functional areas of business including finance and markets.

At the end of the workshop, participants will be comfortable applying the Python programming language to build common classification algorithms and evaluate & interpret their accuracies in the context of finance.

Learning Objectives:

  • An overview and specific focus on core classification methods and how to use them to solve real-world problems in the finance industry.
  • Aims to provide attendees with a high level understanding and working knowledge of highly coveted artificial intelligence areas including deep learning and neural networks and their direct application to the field of financial analysis and capital markets.
  • Provide attendees that work in the finance industry with the ability to evaluate and select from a variety of classification methods and tools as these techniques continue to be adapted and implemented at an ever increasing rate.
  • Further and more advanced hands-on Python programming experience beyond the introduction course.

Who Should Attend:

  • Individuals working with or needing to understand machine-learning algorithms, specifically classification methods.
  • Graduates of the Introduction to Data Science for Finance course. The introduction course or equivalent is a prerequisite.

Course Sections:

Review of Core Data Science Methods

  • Supervised vs. Unsupervised learning, Classification, Regression, Clustering, Dimensionality Reduction, Ensemble, etc.

Selecting Informative Attributes

  • Information gain and entropy, overfitting/generalization

Decision Trees &  Random Forests

  • What is it?
  • How to do this in Python
  • Coding Challenge

K-Nearest Neighbors

  • What is it
  • How to do this in Python 
  • K-Nearest Neighbors Coding Challenge

Support Vector Machines

  • What are they?
  • How to do this in Python - example
  • SVM Coding Challenge

Neural Networks

  • What is it
  • How to use this in Python with an example
  • Neural Nets Coding Challenge 

Deep Learning

  • Why the hype?
  • How to get started with deep learning

Evaluation of Classification Methods

  • Accuracy, confusion matrix. ROC, AUC, Precision, Recall, etc.

Final Project

  • Given a dataset and a classification mandate, attendees have to run these different classification models and figure out which one is "best"

What is Needed from You:

  • Participants will need to bring a laptop with them to the course.
  • It is recommended that participants have previously taken Introduction to Data Science for Finance as a prerequisite. If you have not been able to take this course, please contact the instructors at info@cognitir.com
  
7/12/2018 1:30 PM7/12/2018 2:30 PM

MEMBERS ONLY: Tour of the Federal Reserve

images7SPXBFWK.jpg 

​Have you ever wanted to sit on the Board of Governer's Chair in the Federal Reserve Board Room? CFA Society Washington, DC has a scheduled tour of the Federal Reserve that would give you the chance in crossing that item off your bucket list. So please come and join us for the private tour on Thursday, July 12th, 2018 at 1:30 PM.

**Required to register: For security purposes by Thursday, June 28th, 2018 all participants will have to supply their full name, date of birth and social security numbers; individuals without social security numbers must supply their passport numbers and country of origin.

Picture ID will be required the day of. State driver's licenses issued from a "REAL ID non‐ compliant" state will not be accepted and visitors with these licenses will be denied entry.  For a list of acceptable forms of identification, please access this link**

We will be meeting at 1:15pm at the Federal Reserve Visitor Center located on 20th Street between C Street and Constitution Avenue, N.W.

*The tour will begin at 1:30pm. Please arrive promptly at 1:15pm, so there is enough time for our group to pass through security.

Space is limited to 24 attendees on a first come first serve basis. You must be a CFAW member to attend.

  
7/17/2018 5:30 PM7/17/2018 7:30 PM

​CFAW Happy Hour DC​

IMG_0492.JPG


The summer season is here and what better way than to cool off and enjoy the warm weather with CFA Society Washington, DC’s (CFAW) Networking Happy Hour Series. CFAW’s first happy hour will be held at James Hoban's Irish Restaurant

Join us and your fellow members for some hosted appetizers, special drinks (cash bar), catching up and networking. No leaves without having a wonderful time.

If you plan to attend, registration in advance is much appreciated (so we can make sure that there is plenty of food for everyone).

  
7/19/2018 1:30 PM7/19/2018 2:30 PM

MEMBERS ONLY: Tour of the Federal Reserve

images7SPXBFWK.jpg 

Have you ever wanted to sit on the Board of Governer's Chair in the Federal Reserve Board Room? CFA Society Washington, DC has a scheduled tour of the Federal Reserve that would give you the chance in crossing that item off your bucket list. So please come and join us for the private tour on Thursday, July 19th, 2018 at 1:30 PM.

**Required to register: For security purposes by Thursday, July 5th, 2018 all participants will have to supply their full name, date of birth and social security numbers; individuals without social security numbers must supply their passport numbers and country of origin.

Picture ID will be required the day of. State driver's licenses issued from a "REAL ID non‐ compliant" state will not be accepted and visitors with these licenses will be denied entry.  For a list of acceptable forms of identification, please access this link**

We will be meeting at 1:15pm at the Federal Reserve Visitor Center located on 20th Street between C Street and Constitution Avenue, N.W.

*The tour will begin at 1:30pm. Please arrive promptly at 1:15pm, so there is enough time for our group to pass through security.

Space is limited to 24 attendees on a first come first serve basis. You must be a CFAW member to attend.

  
7/21/2018 8:30 PM7/21/2018 9:30 PM

Please join fellow CFAW DC members as we take on Pacer's Crystal City Twilighter 5k. You can register under the team name "CFAW Running Crew" and RSVP to confirm your entry. Feel free to invite friends and family. [Member-organized event]

martins-zemlickis-57243-unsplash.jpg 

  
7/24/2018 1:00 PM7/24/2018 2:00 PM

World Bank Group Tour – Members Only

The World Bank Group.jpg 

Join your fellow CFA Society Washington, DC members in taking a 45-minute tour of the World Bank's brand new Visitor Center.  Learn all about the World Bank Group's effort to ending poverty and boosting shared prosperity for the world's poorest people.  Get an opportunity to speak with a World Bank Group employee in learning the history of the World Bank Group and the work that they do for the world over the last 70 years.

*Picture ID is required on day of tour. The tour will begin at 1:00 pm. Please arrive at 12:45 pm so that there is enough time for our group to pass through security. Those who arrive late for our scheduled tour will not be able to join. *

  
7/31/2018 7:00 PM7/31/2018 7:45 PM

This first meeting is dedicated to seting up a study group for the December 2018 CFA Level 1 exam, which will meet for 2 hours weekly on a weeknight.

  
8/2/2018 5:30 PM8/2/2018 7:30 PM

CFAW Happy Hour Tyson

IMG_0497.JPG

The summer season is here and what better way than to cool off and enjoy the warm weather with CFA Society Washington, DC’s (CFAW) Networking Happy Hour Series. CFAW’s second happy hour will be held at Gordon Biersch Brewery Restaurant

Join us and your fellow members for some hosted appetizers, special drinks (cash bar), catching up and networking. No leaves without having a wonderful time.

If you plan to attend, registration in advance is much appreciated (so we can make sure that there is plenty of food for everyone).​
  
8/23/2018 12:00 PM8/23/2018 1:00 PM

 Members Only: Tour of the Bureau of Engraving and Printing

images.jpg 

Take a break with us and join a group of fellow CFAW colleagues for a tour of the Bureau of Engraving.  Learn all about paper currency, get a chance to witness the production floor as bills are printed, and buy currency products at the gift shop (only if market value is less than intrinsic value).

 

*Picture ID will be required on day of. The tour will begin at 12:00 pm. During peak season (March-September), tourism at all visitor attractions in Washington D.C. is extremely heavy. Please arrive promptly at 11:45 am so there is enough time for our group to pass through security. Those who arrive late for our scheduled tour will not be able to join. *

  
12/12/2018 9:00 AM12/14/2018 5:00 PM

CFA Washington 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. Modeling methodologies covered include financial statement modeling, valuation & DCF modeling and trading & transaction comps modeling. Instructors are all practitioners (investment bankers, equity research analysts, etc.) with a passion for teaching and years of directly relevant real-world experience.

What is included:

  • Comprehensive training materials (manuals and online exercises)
  • Detailed, reusable, modifiable Excel model templates
  • Unlimited email support for content-related questions for 12-months post-seminar
  • Access to additional online modules (crash course in Excel, M&A and LBO Modeling video lectures)
  • Certification in Financial and Valuation in Modeling (upon successful completion of online Certification Exam)
  • 27 CPE credits and 35 PD credit
  • Wall Street Prep certification exam, upon successful completion of course and online modules

What is needed from you:

  • Participants should have basic knowledge of Excel and solid financial accounting fundamentals
  • Participants will need to bring with them to the course a laptop with Excel, version 2003 or high
PreviousPreviousNextNext

  Contact Us
CFA Society Washington, DC
1200 Eighteenth St. NW, Suite 700
Washington, DC 20036
Phone: +1 (202) 872-4310
Fax: +1 (202) 315-3332
info@cfawashington.org