A Member of the CFA Institute Global Network of Societies

Welcome to CFA Society Washington, DC!

Upcoming Events

FridaySep, 2019

ETF Due Diligence & Analysis Tools via BLOOMBERG

12:00 PM - 2:00 PM

Women's Investment Network (WIN)

6:00 PM - 8:00 PM

ThursdaySep, 2019

FinTech Conference: Noise vs. Knowledge

12:00 PM - 6:00 PM

CFAW News

Early Bird Registration Extended for FinTech Conference: Noise vs. Knowledge

Since not everyone has returned from summer vacations, we've decided to extend the early bird registration for the upcoming FinTech Conference. Early bird registration ends Friday, August 23rd.

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Access Scholarship Program Open

Applications Are Being Accepted

March 1 - September 15

The CFA Program Access Scholarship is a needs-based opportunity for those unable to afford the full price of the enrollment and registration fees. Click here to apply.

Corporate Partners

The CFAW Corporate Partner Program is a strategic, year-round program designed to recognize CFAW's most active business partners. Members of the CFAW Corporate Partner Program have a history of generously investing both funding and content to support CFAW program development.

CFA Society Washington, DC thanks its Corporate Partners for their continued support of the Society.

InvestorsFirstDC

Raise your profile and join our awareness campaign.

Pledge your support for the Statement of Investor Rights and be included in our online directory at www.InvestorsFirstDC.com

What's New

Early Bird Discounted Registration Extended Until Friday, August 23rd

FinTech Conference:
Noise vs. Knowledge

Keynote Speaker:

Joel Bruckenstein, CFS, CMFC, CFP
FinTech Expert, Speaker and Author

Thursday, September 26

12:00 pm - 6:00 pm

Hilton McLean Tysons Corner

The catch all term “FinTech” has become synonymous with efficiency, enhancement and automation. However, sorting through the deluge of offerings out there can be time consuming and daunting. By studying the mistakes and successes of others we can make this process of “streamlining the chores” more effective and less expensive with the addition of powerful software that is right for your unique business. Come hear from CEOs, portfolio managers, compliance officers and regulators on what pitfalls to consider when building out your tech stack as well as hear about what is to come in the world of financial software.

Learning Objectives:

Walk away with a framework for considering new technologies in the wealth management business
Get an idea for how others think about deploying technology in their wealth management firms
Understand how portfolio management software offers differ
Understand how compliance software offers differ
Gain a better understanding for regulatory trends in cybersecurity and FinTech

Who Should Attend:

RIA Employees
Portfolio Managers
Wealth Managers
Analysts
C Suite strategy
CEOs
CCOs
CTOs

Registration:
Early Bird Special Extended Ends August 23, 2019

CFAW Members: $105.00
Non-Members: $170.00

Click here to register
and for more information

‭(Hidden)‬ New Board Members

Newly Appointed CFAW Officers and Board of Directors

CFAW would like to welcome the newly appointed 2019-2020 Officers and Board of Directors.

Officers

Tom Selman, CFA Richard Holly, CFA, CPA

Board of Directors

Anthony Marrelli, CFA Trevor Montano, CFA

We look forward to working together to bring the CFAW community exciting and innovative content for the upcoming program year.

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