The 2018 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.
Stay after and attend a specialized workshop on the Practical Implementation of ESG for Private Clients.
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.
Please view information about CPE credits for NASBA (PDF).