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Current Trends and Coming Challenges in Wealth Management and Charter Awards


Thomas R. Robinson, PhD, CFA, CFA Managing Director, Americas, CFA Institute

Start Time

11/19/2014 5:00 PM

End Time

11/19/2014 8:30 PM

Global Passport Eligible?




Member Price


Non-Member Price


Candidate Price


Location Info

1730 N Federal Hwy
Boynton Beach, FL 33435​

Event Description




Current Trends and Coming Challenges in Wealth Management

Presented by Thomas R. Robinson, PhD, CFA

Added Bonus: New Charter Recipients Recognition!

 Wednesday, November 19, 2014

5:00 PM - 8:30 PM


We encourage all members to come out to congratulate the new charter recipients and hear and visit with Tom Robinson, Managing Director for the Americas at CFA Institute. Tom will present CFA charters to new charter recipients, followed by his presentation titled "Current Trends and Coming Challenges in Wealth Management".


5:00PM Networking with one complimentary beer or wine
6:00PM Charter Award Ceremony
6:20PM Dinner (choice of four menu items)
7:00PM Presentation

We encourage all of our members to come out and congratulate the new charter recipients and meet Tom Robinson, PhD, CFA.

This event is free to each new Charter Recipient and One Guest. If already a member of the CFA Society of South Florida, please register with your CFA Institute ID. If you are a Charter Recipient, but are not yet a member of the CFA Society of South Florida, register as a non-member (leave CFA Institute ID blank) and forward the registration confirmation email to​ listing yourself and your guest (one free guest for each charter recipient) so that we can adjust your registration to complimentary. 

Thomas R. Robinson, PhD, CFA 

Thomas R. Robinson, PhD, CFA
CFA Managing Director, Americas, CFA Institute

Tom Robinson is managing director of the Americas at CFA Institute leading a cross-functional team which participates in developing global strategy, implements the global strategy regionally and engages with stakeholders regionally. Previously Tom served as managing director of education at CFA Institute providing vision and leadership for a 100-member global team producing and delivering educational content for candidates, members, and other investment professionals Prior to joining CFA Institute Tom had a 25 year career in financial services and education having served as a tenured faculty member at the University of Miami, managing director of a private wealth investment advisory firm and director of tax and consulting services at a public accounting firm. Tom has published regularly in professional journals and has authored or co-authored many books on financial analysis, valuation and wealth management. Tom is a CFA charterholder, a Certified Public Accountant (CPA) (Ohio), a Certified Financial Planner (CFP®), and a Chartered Alternative Investment Analyst (CAIA). He holds a bachelor’s degree in economics from the University of Pennsylvania, and a master's and doctorate from Case Western Reserve University.

Earn 1.5 Hour of CE Credit, including 0.5 Hours SER For This Event!

Event Type

Society; Educational

Society Category


Education Topic

Private Wealth Management; Standards, Ethics, and Regulations

Event Region


CE Credit


SER Credit


Event Terms


Location Name


All Day Event





11/19/2014 8:30 PM



Event Manager Email

Location Address

1730 N Federal Hwy

Location City

Boynton Beach, FL 33435

Event Link


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Event Short Info

Approval Status Approved


Content Type: MyCFA Calendar
Created at 3/12/2016 11:24 PM by 38
Last modified at 5/23/2016 12:31 PM by 38