Blogs

Our October Newsletter Features: Current CFA South Florida members can now take advantage of online Cognitir courses at 20% off. Cognitir offers courses specifically designed for finance & business individuals. Their self-paced online learning platform provides a flexible way for professionals to learn in-demand tech skills so that they can improve efficiency on tasks and make data-driven decisions at work. To receive this exclusive discount off all Cognitir’s online courses, please visit your  Member Portal . Volunteer Call ​Volunteers are the foundation of CFA Society South Florida. They organize events, facilitate services, ...

Our July Newsletter Features: Financial Planning for the LGBTQ community We appreciate David Treece, President and Investment Advisor Representative of Treece Financial Group, Inc. for his insight on the unique challenges that members of the queer community often face when planning for their futures. He also encouraged lively discussion among attendees.  Volunteer Call ​Volunteers are the foundation of CFA Society South Florida. They organize events, facilitate services, support the local investment community and make a difference in the world of finance.  For convenience, most committee meetings take place virtually. Sign up here! Full ...

Our most recent newsletter features: Mastering the Art of Public Speaking We appreciate John Bowe, public speaking trainer and award-winning author of I Have Something to Say: Mastering the Art of Public Speaking in an Age of Disconnection , for presenting his thoughts and methods to attendees, leaving everyone with concrete tips and strategies for improving their public speaking, regardless of the occasion. Volunteer Call ​Volunteers are the foundation of CFA Society South Florida. They organize events, facilitate services, support the local investment community and make a difference in the world of finance. For convenience, most committee meetings ...

Great news! CFA Society South Florida members can register to watch live virtual events with their CFA Institute email and password. Recorded versions will be available. CFA Society New York: Virtual Events Coming Up #SFLMemberBen

Our most recent newsletter features: 2023 Outlook Special thanks to Daryl Clements, Municipal Portfolio Manager for AllianceBernstein, Dan Davidowitz, CFA, Portfolio Manager and Analyst for Polen Capital, and Daniel Phillips, CFA, Director of Asset Allocation Strategy for Northern Trust Asset Management, for sharing your time and expertise with us! Also, thank you Christina Worley, CFA, CFP, CPA/PFS, both for moderating the panel and for your service as a CFA Society South Florida Director. 2022 Holiday Party We held our Annual Holiday Party at Waterstone Resort and Marina in Boca Raton, Florida this past December. One of the highlights ...

Check out The List of Past Newsletters for Easy Reference. October 2022 August 2022 May 2022 January 2022 July 2021 April 2021 January 2021 #sflnews