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A Member of the CFA Institute Global Network of Societies

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 An Engaged Community for Investment Ethics, Education, and Career Development


 What's New
Future of Asset Management Regulation:
Politics, and Policy, and Portfolios
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October 28 | 9:00 AM - 12:00 PM

Registration closes Monday, October 26 - register today!

You are invited to join us for an insider’s view during this half-day virtual conference dedicated to the future of both institutional asset management and wealth management. You’ll hear from a panel of industry insiders who will share their thoughts on how politics will influence policy and how the elections will affect the course of asset management regulation. Our panels of preeminent political experts, senior regulators, and industry executives will also candidly examine current trends and explore possible future regulatory developments.   

 Upcoming Training
FP&A Technical Mastery
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October 27 - 29 | 9:00 - 5:00 PM

FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy, and industry dynamics. This virtual training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals, covering the following topics:

  • The Power & Art of Business Modeling in FP&A
  • Data Visualization & Storytelling
  • Outputs & Variance Analysis
  • Scenarios & Sensitivities
  • Getting to Answers Without Modeling
  • Capex & Project Forecasting
  • Forecasting & Budgeting
  • Strategic Financial Planning & Analysis

Registration & Details

 Upcoming Webcast
Leading Individual and Team Performance

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November 3 | 11:00AM - 12:00PM ET

Presented in partnerhip with Kaplan Schweser.

This interactive webinar is about analyzing and understanding the factors that underpin high performance; the frameworks necessary for building performance at the individual level, and the core elements leaders should pay attention to, when developing team cadence.

Aimed at managers and those soon to enter a management position, participants by the end of the webinar will be able to:

  • Apply a framework to analyse their team’s motivation
  • Analyse individual performance
  • Deliver performance-based feedback
  • Develop an operating rhythm.

 CFA Exam Prep

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Designed with the highest-quality content and the most flexible study options to accommodate​ every lifestyle, Kaplan self-study packages give you just the right tools to pass the CFA exam.

Schweser will guide you through the CFA Program from beginning to end. With the largest global network of CFA charterholders and content experts, you know you're getting the guidance and support you need to pass.

 Stay In Touch

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Industry Brief Newsletter

Program & Events Updates

Virtual Course: FP&A Technical Mastery

Oct 27, 9:00 AM - Oct 29, 5:00 PM

[Webcast] The Future of Asset Management Regulation: Politics, and Policy, and Portfolios

9:00 AM - 12:00 PM

Member-Organized Event: Book Club - October 2020

5:00 PM - 6:00 PM

[Virtual] Leading Individual and Team Performance

11:00 AM - 12:00 PM

Virtual Trivia Game Night Returns

5:30 PM - 6:30 PM

More..

 Corporate Partners

The Corporate Partner Program is a strategic, year-round program designed to recognize CFAW's most active business partners. 

Members of the CFAW Corporate Partner Program have a history of generously investing both funding and content to support CFAW program development.  

CFA Society Washington, DC thanks its Corporate Partners for their continued support!

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