CFA Society Washington, DC

A Member of the CFA Institute Global Network of Societies


Annual Dinner 2016

          Policy & Market Implications of the 2016 Election



                      Annual Member Reception


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Start Time
End Time
Event Description
5/2/2017 12:00 PM5/2/2017 2:00 PM

This a Member-Organized Event

A guided but unstructured discussion of conditions and issues in the real estate market.

Learning Objectives:

  • Share information, opinions, and forecasts regarding real estate investment conditions
  • Network with other real estate investment professionals

Who Should Attend?

  • Real estate investment managers
  • Institutional investors with real estate portfolios
  • Investment consultants
  • High-net-worth investors and advisors
5/3/2017 5:00 PM5/3/2017 7:00 PM

This is a Member-Organized Event

Meet your fellow CFAW DC members every first Wednesday of the month for casual, open conversation. Markets, hobbies, families, networking - feel free to join and share in conversation. 

5/6/2017 9:00 AM5/6/2017 12:00 PM

This a Member-Organized Event

2017 CFA Level II Exam Cram Series
Session 2: Equity Investments, May 6, Saturday
Session 3: Fixed Income, May 20, Saturday  

The 2017 CFA Level II Exam is only 6 weeks away! This Cram Series will help candidates prepare for the coming exam, focusing on the most important subjects: Equity, Financial Reporting, and Fixed Income. Keep calm and join us!

Come to share opinions, raise questions, and help your fellow learners! Please RSVP and don't forget to bring your ID to check in. We will meet at the lobby.


5/9/2017 9:00 AM5/10/2017 5:00 PM

The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average. Finance companies that want to maximize use of this available data require professionals who have a keen understanding of data science and know how to use it to solve meaningful business challenges.

This two-day, hands-on course provides a structured teaching environment where attendees learn the Python programming language as a powerful tool to conduct robust data analyses on finance-related data sets. At the end of the workshop, course participants will have applied the Python programming language and essential data analysis techniques to practical programming exercises to gain experience solving challenging finance-related problems.

Specific area in finance where data science skills acquired from this course can be effectively applied include: sentiment analysis, advanced time series analysis, risk management, real-time pricing and economic data analysis, customer segmentation analysis, and machine learning algorithm creation for financial technologies.

No prior programming experience required.

Learning Objectives:

  • Learn basic foundations in programming and data science
  • Receive an overview of state-of-the-art data science and machine learning methods
  • Discover how finance professionals can use data science to solve real-world problems
  • Understand the advantages of data science and specific analytical methods
  • Obtain hands-on Python programming experience
  • Understand effective data visualization techniques using Python
  • Ability to hit the ground running with executing core data tasks by the end of the course

Who Should Attend?

  • Investment professionals
    • Quantitative traders
    • Event-driven fund managers
    • PE/VC investors
    • Traditional asset managers
  • Fintech entrepreneurs and/or product managers
  • FP&A and strategy professionals at corporations
  • PE portfolio company operators
  • Private wealth managers
  • Economists
  • IT and tech professionals at financial institutions
  • Management consultants

Please Note: Participants will need to bring a laptop with them to the course.

Derek Sasthav

Derek has held various positions in business intelligence, data analytics, and management consulting roles where he has delivered innovative solutions to executive-level clients. Most recently, he joined AMEND Consulting in Cincinnati where he delivers strategic advice to a variety of corporate clients. He also previously worked in the Data Science Consulting team at the IBM North American Analytics Center. While studying Industrial Engineering at the Ohio State University, Derek led many initiatives including data science training seminars to both graduate and undergraduate students and was the President of the Ohio State Big Data & Analytics Association.
Derek has led Cognitir workshops around the world. As a Cognitir instructor, he has led data science webinars at places such as Columbia Business School, NYU Stern School of Business, UCLA Anderson School of Management, University of Chicago Booth School of Business, and London Business School.
5/9/2017 6:00 PM5/9/2017 8:00 PM

Are you interested in becoming more involved with the CFA Society Washington, DC (CFAW). Volunteering is the best way to get engaged and build your professional network. ​

Join us for our CFAW Volunteer Open House. Come learn about our volunteer opportunities while meeting and networking with colleagues who are also thinking about volunteering. Come out and meet members of our volunteer committees: External Relations, Member Engagement, and Programs & Education. Food and drink provided.

5/10/2017 1:00 PM5/10/2017 3:00 PM

​Hedge funds have been buffeted recently by several years of low returns, complaints about high and unjustified fees, and high-profile withdrawals by large and influential institutional investors. Has their time passed, or do hedge funds still serve and important role in institutional and high net worth portfolios?

Learning Objectives:
  1. Learn the continuing positive aspects of hedge fund investing
  2. Learn the negatives of hedge fund investing
  3. Learn how to evaluate the role of hedge funds in any portfolio
Who Should Attend?
  • Institutional investors
  • Investment consultants
  • Hedge fund managers and marketers
  • High-net-worth investors and advisors
5/13/2017 8:00 AM5/13/2017 4:30 PM

CFAW is pleased to offer CFA® candidates the opportunity to take the practice exam prepared by the CFA Society Boston.

For many years, CFA Boston has created highly-regarded, full-day practice exams for the three levels of the CFA® exam. CFA Boston's exam is all new each year, based on the most recent CFA® Candidate Body of Knowledge®.

This practice exam has proven to be a valuable study tool for candidates in the Washington, DC area for many years. The exam is designed to provide experience dealing with exam questions in a timely fashion under test conditions and to highlight strengths and weaknesses.

The practice exam will be administered on Saturday, May 13th at American University - Washington College of Law. Candidates will take the exam under conditions designed to simulate the actual CFA® exams. CFAW will not grade the exams, but will provide the CFA Boston answer key at the end of the testing session for candidates to evaluate their own performance.

CFAW reserves the right to cancel the CFA Boston practice exam in the event of inadequate pre-enrollment. In such a case, all pre-paid fees will be refunded in full.

Time: Registration begins at 8:00am
           Exam begins promptly at 9:00am

Member cost: $60
Student/Guest member cost: $60
Non member cost: $70

NOTE: For the real exam in June, CFA Institute requires an international travel passport from every candidate. This policy applies to all new and returning candidates, and is strictly enforced. Please be sure to read the CFA program's identification policy here.

5/20/2017 8:00 AM5/20/2017 4:30 PM

Now that you have prepared and practiced for the CFA® exam, you are ready to perform and put your skills and knowledge to the test. The Live Schweser Mock Exam is as close to the actual CFA exam in format, difficulty, and length as we can make it. The Mock Exam helps develop your test-taking skills, identify your weak areas, and demonstrate your mastery of the CFA curriculum. Afterward, view answer explanations, check your score compared to those of other candidates, and drill deeper into each question with our Mock Exam Tutorial.

The Live Schweser Mock Exam includes:

  • Fully proctored and timed 6-hour exam (two 3-hour sessions)
  • CFA Institute topic weightings
  • Printed answer key and online answer explanations
  • Online scoring and performance tracking with a comparison to other Mock Exam takers
  • LOS and CFA curriculum page references for every question

Included Mock Exam Tutorial

Simply click on any question you missed and get an audio and whiteboard explanation of the CFA curriculum material on which the question is based. With approximately 10 hours of targeted instruction at each level, this is the most effective way to fill in the gaps in your knowledge just prior to exam day.

NOTE: For the real exam, CFA Institute requires an international travel passport from every candidate. This policy applies to all new and returning candidates, and is strictly enforced. Please be sure to read the CFA program's identification policy here.

6/28/2017 6:00 PM6/28/2017 8:00 PM

Join CFAW as we celebrate the announcement of our new Board Members. This year's Annual Meeting will be held at 20 F Street NW Conference Center's rooftop pavilion overlooking the Capitol dome.  

There will be a reception following the presentation. This event is free for CFAW members but you must register in order to attend. Please see below for the link to register. The non-member fee is $65. 

  Contact Us
CFA Society Washington, DC
1200 Eighteenth St. NW, Suite 700
Washington, DC 20036
Phone: +1 (202) 872-4310
Fax: +1 (202) 315-3332