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Welcome to CFA Society Washington, DC!

Financial Valuation and Modeling Seminar

Dec 12, 8:00 AM - Dec 14, 5:00 PM

Introduction To Data Science & Python for Finance

Jan 15, 9:00 AM - Jan 16, 5:00 PM

 CFAW News

CFAW Scholarship Applications
Deadline January 31, 2019

The CFA Society of Washington, DC (CFAW) is pleased to offer a limited number of scholarships for local exam candidates designed to offset the expense of preparing and sitting for the CFA exam. There are two types of scholarships available to local candidates. There are Exam Scholarships and Study Materials Scholarships. These scholarships may be applied to Level I, II, or III exams offered in either June or December of 2019.

 Corporate Partners

The CFAW 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 of the Society.

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 InvestorsFirstDC

 

 

Raise your profile and join our awareness campaign. 

Pledge your support for the Statement of Investor Rights and be included in our online directory at www.InvestorsFirstDC.com

 What's New

Financial and Valuation Modeling Seminar

December 12-14: 8:00a-5:00p

 

CFAW 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 higher

Click here to register

 Up Next

​2019 Investment Professional Employment Outlook

January 22: 5:30p-8:00p

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Start the year off right in tackling various issues, including job-hunting strategies, tips on how to navigate mid-career changes, and current hiring trends within the finance and investment industry. On Tuesday, January 22, 2019 come and hear from Anna Frick, World Bank, Tim Horgan, McCormick Group, Kate Shattuck, Korn Ferry Financial Services and others as they discuss those topics and more. Learn the benefits of being a CFA Charterholder and how to best highlight your accomplishment during the interview process.

Learning Objectives
 
  1. Explore the issues of talent management from both the firm perspective as well as the employee’s perspective.
  2. Learn why senior executives need to understand how to recruit and retain the best talent and current trends in doing so.
  3. How and when to use external recruiting firms and what to expect.

Who Should attend:

  • Senior executives to understand more about recruiting and retaining the best talent.
  • Mid managers trying to assess opportunities at higher levels
  • New grads interested in determining where to find the fastest growing areas
  • Investment professionals who are in transition

Click for more information

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 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.

 CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

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