Baltimore’s Leading Community for Financial Professionals

2023 Baltimore Business Review

We are excited to announce that the 2023 Baltimore Business Review is here! This publication represents an important partnership between CFA Society Baltimore and Towson University. Thanks to all who contributed! 

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Certificate in ESG Investing

Master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset.

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Investment Advisor Alert: New Marketing Rule

As of November 4, 2022, investment advisors are required to have revised their policies and procedures to comply with a new marketing rule. The rule regulates the content of advertisements, the use of testimonials and endorsements, third-party sources, and performance data published in advertisements.

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DeFi: Introduction to Blockchain and Cryptocurrency

This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry. Course content is informative, thought-provoking, and offers a glimpse into the future. This beginner-level course provides an essential introduction to the elements that define DeFi, including what it is, how it works, and the advantages it offers over more traditional centralized finance.

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