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Member-Exclusive Webinar

Already have the CFA® charter, but want to learn more about the other learning opportunities CFA Institute offers? Join our next member-exclusive webinar on 22 January to ask your questions about our certificates ranging in topics from sustainability to private markets to performance measurement and more.

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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1月1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。2025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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2025 五月專題演講

CFA Society Taiwan於2016年5月首次與HKUST Business School合作，邀請學校教授擔任主講嘉賓，讓會員於工作之餘仍能透過專題演講方式，深入頗析商業案例。相繼GOGORO專題、Twitter (現稱"X")專題，會員反應熱烈～今年Kasper Meisner Nielsen 教授再次來台擔任主講。本次演講主要是透過評價模型討論BYD與Tesla的策略差異。適合初次接觸評價模型的會員、考生及在校生。

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2025 會員大會

感謝全體續會會員，2024年度續會率超過87%，目前協會人數來到539人，創下歷史新高。協會訂於7月31日舉辦兩年一次的會員大會，將在福華大飯店以晚宴形式舉行。請會員朋友務必把時間留下來參與協會理監事選舉盛宴。

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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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  • 新年頭、舊年尾～正是很多人考慮換工作的時間點。身為 CFA 的一員，也許你是 CFA 持狀人、也許你是 CFA 考生、也許你是通過 CFA Sustainability Investing ...

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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