Upcoming Events

  • Wednesday

    LIII Pathways Webinar – Which Path is Best for You?

    May 8, 03:00 PM - 04:00 PM (MT)
    When February 2025 registration opens on 9 May, CFA Institute will offer specialized pathways for Level III candidates. In addition to the traditional Portfolio Management path, two new versions will be offered in Private Wealth and Private Markets. The three versions will have a common core of curriculum at Level III, supplemented by specialized content for each pathway.   Which will you choose? Join Rob Langrick, CFA, for a fireside chat about your options, what different paths mean to your future career, and how the curriculum has evolved to meet the industry. Don’t miss this opportunity to ask your questions directly to CFA Institute!   Event Pricing: Current and Prospective Candidates - complimentary (this session is intended for current LII and prospective LIII CFA Candidates)   Additional Registration Step: Please also pre-register in Zoom in advance of this session ONLY if you plan to attend live. A link to complete this additional registration will be provided in your confirmation email. If you plan to watch the recording, you only need to complete registration in Cvent. The recording link will be sent to you following the session. This webinar is being offered in collaboration with other Western Canadian Societies and the CFA Institute.

  • Tuesday

    Python 2: Visualization and Analysis

    May 14, 08:30 AM - 04:30 PM (PT)
    Associated with    CFA Society Vancouver This hands-on course is intended for anyone who uses Python and who is already comfortable with the skills that were taught in “Python 1: Core Data Analysis”. This course continues to build the skills needed to develop Python programs to solve typical finance problems, cutting through the noise of generic “Data Science” courses. Participants will be introduced to best practices programming in Python to analyze and visualize financial data. Prerequisites Participants require basic prior programming knowledge in Python and an understanding of the pandas package. Participants should also understand finance and statistical concepts, but in-depth analytical understanding is not necessary. It is recommended that participants take “Python 1: Core Data Analysis” before this course. You will be required to download and install Anaconda or an equivalent Python distribution – links provided in advance of the course.

  • Thursday

    Unstructured Data and AI in Investments

    May 16, 11:00 AM - 12:00 PM (ET)
    Join us for the next in our 2024 AI webinar series, as we examine how AI is changing the way we uncover value  within the investment industry .   During the webinar, we will discuss the changing role of the investment professional, how alternative and unstructured data adoption is driving this trend and the importance of learning data science techniques to manage this transition.   We will put these techniques into practice in a case study, showcase how we can fine-tune large language models and construct a custom ESG index to discover new insights and hidden value. AI is set to change the world in an unprecedented way. Put on your creative caps, get curious, and join in this discussion on the future of finance as our panelists take live questions after the session. This webinar is worth 1 PL credit.

  • Wednesday

    Intentional Networking: Soft Skills Workshop

    May 22, 02:30 PM - 04:30 PM (MT)
    Networking is an important skill that fosters growth at every career stage, yet is often underdeveloped and overlooked. Networking can feel overwhelming at times, especially when you’re the “newbie.” Whether you’re new to the CFA journey, a seasoned professional embarking on a new career track, entering a new industry, adapting to new ways of interacting with colleagues, or new to the city, authentic connections can enrich your life through professional growth and personal satisfaction. Develop skills and intentionality that help to build or activate your network. This interactive 2-hour workshop showcases the value of intentional networking that doesn’t have to feel awkward or forced. Attendees will learn how to: Overcome networking fears Understand the benefits of networking at various career stages Apply key networking strategies tailored to everyday life Differentiate yourself and leave a lasting impression Maintain and nurture your professional network Participants will be invited to assess their current network and identify enhancement opportunities, strategically aligned with career goals. You will walk away prepared to cultivate genuine relationships and understand how to nurture them throughout their career.   Workshop Agenda & Facilitator : 2:30 p.m. - Classroom Content 3:15 p.m. - Group Discussion and Exercises 4:00 p.m. - Networking in the Lounge (test your new skills!) Danielle Wolf is a seasoned workshop facilitator and career development professional with a career spanning 15+ years coaching business students and professionals, recruitment, and client account management both locally in Calgary and internationally. Her purpose and passion revolve around empowering others to unlock their potential and thrive.   Event Pricing: (Afternoon session including light refreshments and networking cocktails. Eligible for 2.0 PL credits.) Regular & Candidate Members - $39 + GST Early Bird Pricing $10 Early Bird Discount will be automatically applied for members registered by May 8 Non-Members - $59 + GST  (Please note: a minimum of 15 participants will be required to move forward with this workshop. A maximum of 35 participants will be accepted).  
    Calgary, AB, Canada

  • Tuesday

    Python 3: Web Scraping and Dashboarding

    Jun 11, 08:30 AM - 04:30 PM (PT)
    Associated with   CFA Society Vancouver Online Course DESCRIPTION During this hands-on course, participants will work with Python and several popular packages to create programs that acquire, consolidate, analyze and present large data sets. Whether originated from websites or internal databases, this course will demonstrate core techniques to efficiently manage and explore business data through interactive dashboards. (Course length 7 hrs) For a full course outline, please view:  Python for Finance Professsionals - 2024 Course Information Prerequisites A general understanding of programming principles and Python is recommended for this course. The course material will build on the content of “Python 1: Core Data Analysis”. Although not required, participants will benefit from having taken “Python 2: Visualization and Analysis”. Participants should be familiar with Python packages and their installation. You will be required to download and install Anaconda or an equivalent Python distribution – links provided in advance of the course. Course Presenter BOGDAN TUDOSE Director, Co-Head of Data Science & Senior Instructor The Marquee Group, Training the Street Course Provider The Marquee Group  is Canada’s leading provider of financial modelling training programs. Since 2002, Marquee has trained thousands of professionals globally at financial institutions, corporations, professional organizations and universities. Their core modelling, valuation, Excel, and data sciences courses are standard training at numerous major banks and business schools. Marquee’s principals are experienced financial practitioners with investment banking, equity research and management backgrounds who are passionate about teaching.   Learn more ... Registration COURSE FEES: Members | Candidate Members $429  ( Early Bird  – until May 21) $489   (May 22 - June 6) Candidates | Non-Members $599   ( Early Bird  – until May 21) $699  (May 22 - June 6)    Due to the interactive nature of this class, there is a max capacity of 18 participants. Registration Deadline: June 6, 2024 – 11:59 pm (PT) - Subject to space availability WHEN June 11, 2024   8:30 a.m. - 4:30 p.m.   (PT) WHERE Virtual - Zoom Details sent 2 business days prior to the session