Upcoming Events

CFA Program Question Slam

Overview Are you curious about the CFA Program? Wondering how it fits into your career goals, or what career paths it can take you on around the world?   Join Rob Langrick, CFA, CIPM, Chief Product Advocate at CFA Institute, for a live Q&A webinar on the CFA Program. This one-hour session will help you understand who the CFA Program is for, what the learning experience is like, and how earning the CFA charter can empower your future in finance.   And if you have received your exam results and need advice about taking the next step, this is your chance to ask us anything, live!   Date and Time:  January 14, 2026   8:00 AM EST (New York) | 1:00 PM (London) | 6:30 PM (India) | 9:00 PM (Hong Kong)   REGISTER  

Agentic AI in financial markets

Join us for an illuminating conversation with Alicia Vidler, PhD, a seasoned expert at the intersection of artificial intelligence and financial markets. Vidler maps out the challenges and opportunities for institutional finance embedded in Agentic AI. Programming and coding are table stakes today, but developing sophisticated AI models that can think and make decisions will be akin to learning to play an orchestral instrument in the future, she tells Frank Fabozzi, CFA.   Where model meets market is where real testing will begin. While best practices will include a human in the loop, adaptation from both people and machines will be required, advises Vidler, who is known for translating cutting-edge AI into practical, high-performance solutions for institutional markets.  Key Discussion Points:   Regulatory limits: Why regulations around AI and scaling technology still face challenges in markets that lack central clearing.  Why regulations around AI and scaling technology won’t work in the bond market, which still lacks central clearing.  Future of trading: What trading and financial modeling could look like in the next decade, and why traders will have to explain their decisions around using AI.  Human edge: Why humility, curiosity, and rigor will remain essential skills in the age of AI, as humans in the loop will be critical.  Purpose in practice: How investors can apply AI in financial markets under the theory and practice of “Tikkun Olam”—Hebrew for “repair the world”—by extending services to the retail sector, including private credit for small-to mid-sized enterprises.  This webinar is worth 1 PL credit. If you are a CFA Institute member and attended live or watched the recording on your own time, you may self-report this activity in your  tracker . REGISTER

49th Annual Forecast Dinner

Join us on  January 22, 2026  at the BMO Centre for 49th Annual Forecast Dinner: The Great Capital Realignment:  How Geopolitics, AI, and Energy Are Reshaping Global Markets . Tickets are on sale now! Step into an evening of insight, connection, and bold ideas as Calgary’s top finance professionals and business leaders gather for one of the most influential events of the year. Hosted by the incomparable  Dave Kelly , this year’s Forecast Dinner delivers a powerful lineup and a timely conversation you won’t want to miss. Hear forward-looking perspectives from Keynote Speaker  Ajay Agrawal , joined by an impressive panel featuring Kim Shannon, CFA , Sionna Investment managers, Juan Correa, CFA , BCA Research, and Hugo Ste-Marie, CFA , Scotiabank, with moderator  Matthew Andrade, CFA, each bringing a unique lens to the forces redefining global markets. Don’t miss Calgary’s premier Forecast Dinner, one of North America’s largest and most respected gatherings for finance professionals, investors, economists, and business leaders. Come prepared to learn, connect, and navigate the next era of capital strategy. REGISTER

Private Capital Frontiers Webinar Series – Session 1

Private markets are opening, bringing new opportunities and challenges. How can investment professionals navigate this changing landscape?  Join CFA Institute's upcoming webinar on "Democratizing Private Markets" to explore:  Emerging access structures like feeder funds and tokenized assets  Liquidity trade-offs in portfolio construction  Suitability considerations for different investor profiles  Gain insights to guide clients and manage risk as private market access expands.  Worth 1 PL credit, CFA Institute members can add to their tracker. Link in comments to register.  Register today