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Big Thinkers, Bold Ideas: LIVE 2025 Speakers

CFA Institute has announced the first wave of global leaders speaking at CFA Institute LIVE 2025! From AI innovation to sustainable investing, these experts will share transformative insights. The lineup includes Ajay Agrawal, Andrew Chin, Lori Heinel, CFA, Hiro Mizuno, Rosie Rios, Avantika Saisekar, and Peter Zeihan—with more to come!

Invest in the power of connection. Register today!

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會員限定-家族Line群QR發送

會員限定-家族Line群組邀請QR Code已於12月19日透過Email發送至所有會員的信箱。請尚未加入Line群的會員可以搜尋email，掃描QR Code就能加入您專屬的家族Line群組。2024年度家長會將持續舉辦各式會員交流活動，唯有加入家族Line群才能即時收到活動消息喔！

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2024 Annual Dinner & Charter Award Ceremony

Annual Dinner with Charter Award Ceremony是協會年度盛會，老朋友新朋友在這裡同桌相聚，活動後精彩不斷的家族聚延續大家的交流，怎能錯過！今年New Charterholders共有39位，透過授證儀式，讓我們這些老骨頭熱情迎新，給新人滿滿的歸屬感～盛大的晚宴還會邀請CFA Society Taiwan名譽顧問團、名譽理事會、以及協會理監事等嘉賓與會，這絕對是拓展您財經專業人員社交圈的大好機會。

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2024/25 RENEW Campaign成功達標

感謝全體續會會員，截至9月1日為止，共有461人完成續會，年度續會率達86%，已經創下創會以來於RENEW Campaign期間最高續會率，並突破今年年度設定目標。我們將繼續努力增進會員價值，拓展業界合作，提升協會影響力。2024年Family Group Event至今已經超過30場活動，如果您還沒加入您所屬的Family Group請與我們聯絡～

活動精彩花絮

CFA Institute Investment Foundations® Certificate

We are excited to announce that the CFA Institute Investment Foundations Certificate is coming back! Enrollment is now open.

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Certificate in ESG Investing

Master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset.

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CFA Institute Conferences, Webinars, and Podcasts

Take advantage of CFA Institute in-person, virtual, and on-demand opportunities to learn, discuss, and network with your peers.

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  • CFA Society Taiwan 參與共同主辦 World Investor Week 聯合論壇活動 邁入第五年，今年CFA Society Taiwan負責規劃10月9日下午場次的演講陣容，歡迎踴躍參加並分享活動！ ...

  • Blog Entry

    CFA Society Taiwan FY25年度續會率至8月底已突破年度設定目標85%，並於截稿日已衝破87%，創下歷史新高。再次感謝如期完成續會的會員！協會今年度應續會人數為522人，考慮每年新科持狀人數約50人的情形，協會續會率必須突破90%，協會會員人數才能繼續成長。目前我們除了積極校園推廣外，也希望協會的續會率能維持並持續提升至90%，讓協會更壯大。 ...

DeFi: Introduction to Blockchain and Cryptocurrency

This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry. Course content is informative, thought-provoking, and offers a glimpse into the future. This beginner-level course provides an essential introduction to the elements that define DeFi, including what it is, how it works, and the advantages it offers over more traditional centralized finance.

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