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Empowering Excellence in Finance: CFA Society® Bermuda

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29th Annual GIPS® Standards Conference Digital Package

Missed us in Phoenix? Purchase the digital content package by 19 December and enjoy on-demand access to sessions, presentations, and critical discussions on investment performance, best practices, SEC regulations, and ethics. Available to view from 1 December until 31 January 2026.

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With enrollment open for a limited time until 31 December 2025, Advanced Private Wealth Management is a complimentary, members-only learning program from CFA Institute designed for experienced investment professionals working with, or transitioning to, high-net-worth clients and families.

Developed using content from the CFA® Program Level III specialized pathway, the program focuses on the strategies that matter most in private wealth management: complex wealth planning, portfolio construction and risk management for HNW needs, estate and wealth transfer, philanthropy, and high-impact client relationship management.

Find out more and enroll today - https://lnkd.in/dmKcPkzn

CFA Institute Investment Foundations® Certificate

We are excited to announce that the CFA Institute Investment Foundations Certificate is coming back! Enrollment is now open.

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Advanced Private Wealth Management Program

This program provides a pathway to understanding wealth planning for high-net-worth individuals and families, enhancing expertise and enabling the delivery of greater value to clients.

A free and exclusive members-only learning pathway available until the end of the year. 

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CFA Institute Conferences, Webinars, and Podcasts

Take advantage of CFA Institute in-person, virtual, and on-demand opportunities to learn, discuss, and network with your peers.

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CFA Institute Research and Policy Center

Subscribe now for the latest updates from the Research and Policy Center (RPC)! Be the first to know about the latest news, research, policy work, and standards shaping the future of the industry in key areas and get access to exclusive subscriber-only content.

Subscribe today https://rpc.cfainstitute.org/en/subscribe