CFA Society South Florida

A Member of the CFA Institute Global Network of Societies

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Sat 7/7/2018 09:00 AM to 12:00 PM
  
Wendy L. Pirie, Ph.D., CA, CPA/PFS, CAIA, CFA, Director, Curriculum Projects, CFA Institute

FAU Office Depot Center for Executive Education
​Room OD 202
777 Glades Rd
Boca Raton, FL 33431​

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$0$0
Wed 6/27/2018 06:00 PM to 08:00 PM
  
Socials held same day at Boca Raton, Fort Lauderdale, and Jupiter - Joint with FPA
Fort Lauderdale
350 E Las Olas Blvd
Fort Lauderdale, FL 33301​

Boca Raton
Tap 42
5050 Town Center Cir #247
Boca Raton, FL 33486​

Jupiter - starts at 5:30 PM
Cabo Flats​
1352 US-1​ 
Jupiter, FL 33477​
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$0$25
Sat 6/23/2018 05:30 PM to 07:30 PM
  
CFA Society Members and CFA Candidates Free!​
Boatyard
1555 SE 17th Street 
Fort Lauderdale​, FL 33316​
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Wed 6/13/2018 05:00 PM to 08:00 PM
  
James Anders, CFA, Analyst at GQG Partners and Steven Grey, Founder/Chief Investment Officer at Grey Value Management

Boca Country​ Club
17751 Boca Club Blvd
Boca Raton, FL 33487

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$0$55
Sat 5/5/2018 02:00 PM to 05:00 PM
  

​Castle Wealth Management​
1400 Centrepark Blvd., Suite 770
​West Palm Beach, FL 33431

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Thu 4/26/2018 05:00 PM to 08:00 PM
  
Keynote Speaker: Russell Rhoads, CFA and Panel

​801 Brickell Ave​
5th Floor
Miami, FL 33131

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$0 for CFA Miami; other CFA Society Members, and CAIA Miami Members$25Attachment
Sun 1/21/2018 12:00 PM to 12:00 PM
  
Use code CFAVIP to register if you are a CFA charterholder or CIPM certificate holder

​The Diplomat Beach Resort
3555 S Ocean Dr
Hollywood, FL 33019​

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$395 with promo code$495
Tue 10/17/2017 07:00 AM to 06:00 PM
  
Pan-regional wealth management, wealth planning and international investment management two-day conference
JW Marriott Miami
1109 Brickell Avenue
Miami, FL 33131
See event website - members get 25% discountSee event website
Tue 9/26/2017 05:30 PM to 07:30 PM
  
Christina Worley, CPA/PFS, CFP®, CFA, Managing Member and Founder, Castle Wealth Management
2000 NW 19th Street
Boca Raton, FL 33431
FPA Members: $40 in advance/$50 at the doorFPA Non Members: $55 in advance/$65 at the door
Tue 9/26/2017 07:30 AM to 06:10 PM
  
Annual day-long investor education and professional networking event

​Tideline Ocean Resort
2842 S Ocean Blvd
Palm Beach, FL 33480

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