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CFA Society San Francisco: Career Development Series: Broadening your Career Path (Virtual Workshop)



Start Time

11/17/2021 1:00 PM

End Time

11/17/2021 2:00 PM

Event Description

In this webinar we’ll talk about using your finance industry experience to further your career beyond traditional roles. As the market trends shift and change, finance professionals are adapting and looking at new ways to use their expertise. We’ll discuss putting a plan into action for making a potential career shift into other industries such as Wealth Management, Fintech, Corporate, and other asset classes such as alternatives and index market.

Event Focus:

  • Putting a plan into action for making a potential career shift.
    • Start Exploring
    • What is it going to take?
    • How to make it obvious you are the right fit.
  • The strength of the CFA and using it beyond traditional buy-side positions.
    • Is the CFA becoming saturated? Is it still a competitive credential?
    • Why is there a rise in CFA’s looking for positions beyond traditional stock-picking/ manager research roles.
  • Where are the primary places CFA candidates are looking to shift their careers? What part of the market is the future?

​​For more information and to registger, click here.

Kristen SchriverOwner, Investment Management Recruiting

Kristen started Investment Management Recruiting in 2008 after working in the investment management and consulting industry for over 20 years. She has worked as a consultant and business development professional with Crabbe Huson, Badgley Phelps and Bell, and Canterbury Consulting. She has a proven track record, as well as extensive contacts and industry knowledge from her years of experience.

Kristen has been involved with the Susan G. Komen Breast Cancer Foundation as a past President of the Board of Directors as well as a Race Director. She has also been a Director with Team Survivor Northwest and Scholarship America/Dollars for Scholars.

Event Type


Education Topic






Event Country


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Location Info




CE Credits


SER Credit




Member Price

$10 (contact Raquel at for code)

Non-Member Price


Candidate Price



​For more information and to registger, click here.



All Day Event



Content Type: MyCFA Calendar
Created at 11/4/2021 10:23 AM by
Last modified at 11/4/2021 10:31 AM by