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Live Broadcast: 2017 CFA Institute Wealth Management Conference

Event Description

​​ ​​The 2017 CFA Institute Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth. 

Wealth Management combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including financial planning, practice management, and client relationship management. The conference draws a global audience and includes opportunities to network with other delegates, as well as a select group of relevant vendors.

View the Wealth Management 2017 conference brochure (PDF)

The full list of upcoming live sessions for Wealth Management 2017 can be found here: https://livestream.com/livecfa ​

CFA Institute CE Credit: Qualifies for 11.5 credit hours. For CFA Institute members, these credit hours will be updated automatically in your online CE tracking tool.

This conference will be submitted to NASBA for credit review and may also qualify for continuing education credit from other organizations (e.g., the CFP Board and IIROC). Please contact your relevant organization for details on self-documenting credit for your participation.

Education Topic

Private Wealth Management

Start Time

3/7/2017 8:00 AM

End Time

3/8/2017 1:00 PM

City

Global

State/Province

 

Event Country

 

Event Region

Americas; Global

Location Info

 

Speaker

Various

CE Credits

11.5

SER Credit

0.00

Currency

-

Member Price

Free

Non-Member Price

Free

Candidate Price

Free

Registration

All Day Event

 

Recurrence

 

Event Type

Society; Career; Educational

Begin

3/7/2017 8:00 AM

Nice Date

2017-03-07

End

3/8/2017 1:00 PM

Hosted by

Other Organization

Event Link

 

Event Link Leads To New Tab

 

Event Short Info

 

Recordings

 

Recording

 

Recordings

 

Attachments

Content Type: MyCFA Calendar
Created at 2/27/2017 7:58 AM by sharon.holman@cfainstitute.org[CASMSTS:username]
Last modified at 2/27/2017 8:04 AM by sharon.holman@cfainstitute.org[CASMSTS:username]