CFA Society South Florida

A Member of the CFA Institute Global Network of Societies

​​

​CFA-TheRightQuestion-1340x220.jpg
TitleUse SHIFT+ENTER to open the menu (new window).
  
PostedUse SHIFT+ENTER to open the menu (new window).
  
Count= 3
  
5/17/2019

​Please check out the three archived presentations from the Wealth Management Conference using the link below:

http://cfainstitute.gallery.video/wealth19

  • New Regime (US) Tax Strategies for High-Net-Worth Investors by Robert N. Gordon
  • The Behavioral Investor by Daniel Crosby
  • Capital Markets Review and Update by David P. Kelly, CFA

If you need additional materials, please contact the CFA Institute at info@cfainstitute.org.

Please review materials from the Annual Conference in London:

http://cfainstitute.gallery.video/annual19/category/videos/archive​​

  
5/15/2019

Events open for registration​

June 12, 2019 - Annual meeting and equity panel​​​​​​​​​​

​Mark Your Calendar! ​Events listed are tentative and will open for registration once details are finalized.

June 18, 19, and 20 2019 - Summer Socials in West Palm Beach, Boca Raton, and Fort Lauderdale

September 10 or 11, 2019 - Women in Finance

October 19, 2019 - Walk to End Alzheimer's in West Palm Beach - Meyer Amphitheatre

November 9, 2019 - Walk to End Alzheimer's in Broward County - Nova Southeastern University

November 10, 2019 - Walk to End Alzheimer's in Boca Raton - Mizner Meyer Amphitheater


Download the CFA Institute Members App for Apple or for Android.​​​​
  
4/18/2019

Review job listings by clicking h​ere. Open to members and non-members.

We also list CFA Institute's Career Center Florida job listings.

EMPLOYERS: Contact Placements@cfasouthflorida.org to list your opportunities with us! There is no charge to list a job.


 

CFA Society South Florida, Inc. (the Society), is a member driven organization of financial professionals​ dedicated to the highest standards of professional competence and integrity. The Society, a non-profit organization founded in 1971, serves the investment community and its members by promoting active participation in Society programs and events and by providing useful tools to advance personal and professional development among members.

 Who is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 

 For Investors
​CFA Society South Florida is part of Global Passport Program. Regular and affiliate members of other CFA Societies can attend eligible events at member price.

 

 
​
​trust_survey.jpg​

Annual Meeting & Equity Panel 2019

5:00 PM - 8:00 PM

More..
Event Date
  
Title
  
There are no items to show in this view of the "Partner Events" list.

​mor​e partner events...

 Non-Members Mailing List

Sign up now to get notifications of upcoming CFA Society South Florida events! Now you can sign up via text too!

(This registration form is for non-members only. Members are automatically registered via their CFA Institute or local CFA Society South Florida membership.)​


 
TexttojoinCFASFL
 ​​

 Follow, Join, Volunteer, Mentor
​​​​​​​

 Comments or Suggestions?
Please email admin@cfasouthflorida.org​ or complete contact form​.
Copyright @ CFA Institute | All Rights Reserved.

Terms and Conditions | Privacy Policy

Footer