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29th Annual GIPS® Standards Conference Digital Package

Missed us in Phoenix? Purchase the digital content package by 19 December and enjoy on-demand access to sessions, presentations, and critical discussions on investment performance, best practices, SEC regulations, and ethics. Available to view from 1 December until 31 January 2026.

Purchase today

Masterclass: Financial Analytics for Investment Professionals

Financial analytics has become a crucial component of modern investment decision-making. With over 5,000 financial analyst positions currently available in the Philippines as of February 2025, including many in Metro Manila, there is a significant demand for professionals skilled in financial data analysis, strategy, and risk assessment. This masterclass is designed to equip investment professionals with advanced analytical techniques, including financial optimization, machine learning, and time series forecasting, to enhance portfolio management, risk analysis, and investment strategy development.

Register Now: https://bit.ly/masterclassinfinancialanalytics2025

More details here.

Financial Modeling and Valuation Workshop 2026

with Hamilton Lin, CFA

Ready to take your finance career to the next level?
Join us at the Financial Modeling and Valuation Workshops 2026 with Hamilton Lin, CFA, founder of Wall Street Training & Advisory, Inc.
 A fast-paced, hands-on workshop designed for finance professionals and aspiring analysts. Walk away with Excel-based models, valuation frameworks, and deal structuring skills you can apply immediately.

 

Credit Analysis and Valuation Workshop 2026

This course provides participants with a general overview of the fundamentals of corporate credit including methods and techniques that analysts can use when assessing credit risk.


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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