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New! Climate Risk, Valuation, and Investing Certificate

Develop the competencies and skills you need to integrate climate-related investing principles into the investment process and expand your network within a community of professionals. Enrollment is open now for the first cohort starting in February 2024.

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3rd Annual Fall Kick Off Event 

September 27

Flight Museum

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Charterholder Chatter

Join host Paul Olschwanger as he chats with local and national investment legends about a variety of topics including AI, cybersecurity and risk, ESG, and more.

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Event Photos

Click below to view and download photos from our most popular events.

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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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Certificate in ESG Investing

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

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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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    • 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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