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​​​​​​​​​​​​​​​​​​​Society Events

CFA Society South Florida is pleased to offer events for attendees to:

  • Stay abreast of relevant trends and topics
  • Network with peers and industry insiders locally and worldwide
  • Obtain CFA Institute continuing education program credits​
  • Access presentations led by industry leaders
  • Develop career skills including interviewing, communication and targeting specific employer needs

Please see links below for information on events.

Upcoming Events and Save the Date

Calendar of Events

Past Events

Annual Signature Events

Company Presentations​

 

To print event details, find desired event on calendar or list, click on event title to open individual event and set the page orientation to landscape. Some events have attachments, which include printable versions of event details and materials related to event including presentations. If an event has an attachment available, it will be indicated by a paper clip displayed to the right of event in the upcoming event or past event​ views. To view attachment, open event by clicking on its title, scroll down and click on attachment​ link. If you have any questions or comments on programming, please contact us at programs@cfasouthflorida.org​.

CFA Society South Florida ocassionally partners with other organizations for events or posts events other organizations are hosting. Details are listed separately under calendar of partner events. CFA Society South Florida is not responsible for accuracy of information supplied. Contact the designated partner event individuals for more information.​​

Registering for Events

To register for an event:

  1. Visit upcoming event view,  event calendar or calendar of partner events​
  2. Select event
  3. Click on registration button or follow registration instructions indicated. If registration button or registration instructions are not displayed, event has not opened for registration yet.
  4. Provide information requested. Regular and affiliate members: Please provide your CFA Society South Florida member ID (same as CFA Institute ID) to receive member rate. Local professional and student members who are not CFA Institute members: Please provide email address you used to apply for membership to be charged at member rate.  

Instructions to redeem complimentary access to eligible events​

Use Promo Code sent via email to redeem complimentary access. Please type code in registration form, if you copy and paste code in form​ it may not work.​

Members Can Get Promo Code as follows: Sign in with same user ID and password used for CFA Institute's website, view applicable Promo Code for registration form to unlock free rate 

Please email admin@cfasouthflorida.org​ and include your CFA Institute member ID number if you did not get a Promo Code and are entitled to one per event instructions.​​ Local associate members with no CFA Institute affiliation need to supply email address used to sign up for CFA Society South Florida membership.​

Event Terms

On-site registrations are accepted on an exception basis and are payable with credit card only. To cancel, please send an email to admin@cfasouthflorida.org​ with your name, email address and CFA Society South Florida member ID (same as CFA Institute ID for regular and affiliate members) if applicable. 

Advance registrations that fail to attend or that fail to cancel prior to 48 hours before the event will be billed at the non-member walk-in rate quoted for the event. If the event is subsidized for both members and non-members, late cancellations and no-shows may be billed at the actual cost per attendee. Cancellations for a full refund must be made at least 48 hours before an event. Registrations cancelled within the last 48 hours prior to an event are not eligible for a refund.

Partner events have guidelines different from ones above. Please refer to specific event for more information. ​

Bringing a Guest

Some events (e.g. annual holiday party) allow members to bring a guest free of charge. The event registration form will allow members to register guests by providing guest's name and email address.

Continuing Education Credits

CE credits​ for eligible events will be reported by CFA Society South Florida for members who are also CFA Institute members.