A Member of the CFA Institute Global Network of Societies

Welcome to CFA Society Washington, DC!

Upcoming Events

TuesdayNov, 2019

Women's Investment Network (WIN)

6:00 PM - 8:00 PM

(Member Organized Event) CFA Exam Study Group (All Levels) in Dupont Circle

6:00 PM - 8:00 PM

ThursdayNov, 2019

Career Management Conference: Strategies for Success

7:40 AM - 12:30 PM

SaturdayNov, 2019

Schweser Mock CFA® Exam - Level 1

8:30 AM - 4:30 PM

(Member Organized Event) Fall Wine Tasting with Spirited Tours

12:00 PM - 5:00 PM

CFAW News

CFAW Now Accepting Scholarship Applications for 2020

We're pleased to announce that CFAW is now accepting scholarship applications for the 2020 exam year. There are two types of scholarships available to local candidates, exam scholarships and study materials scholarships. These scholarships may be applied to Level I, II, or III exams offered in either June or December of 2020. Click here to learn more and to apply.

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CFAW Premieres About Us Video

CFA Society Washington, DC premiered the 'About Us' video last night to a filled room at the Charter Recognition Ceremony. Thank you to all our members for being a part of the CFAW community.

CFA Exam Prep

Designed with the highest-quality content and the most flexible study options to accommodate every lifestyle, Kaplan self-study packages give you just the right tools to pass the CFA exam.

Schweser will guide you through the CFA Program from beginning to end. With the largest global network of CFA charterholders and content experts, you know you're getting the guidance and support you need to pass.

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.

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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

About Us

Upcoming Event

Career Management Conference:
Strategies for Success

Thursday, November 21, 2019
7:40 AM - 12:30 PM

Join us for the 2019 Career Management Strategies for Success Conference. This half-day event focuses on career advancement in the investment profession and provides relevant and timely strategies. We offer three separate tracks, each designed to provide you with information you can immediately apply: professional soft skills for success, career development skills, and women in finance. Choose the track that’s best for you or attend sessions in different tracks.

Morning beverages, Light snacks and Lunch is included.
CE Credits: 4

Sponsored by the CFA Society Washington, DC
Women's Investment Network (WIN)

Click here for agenda
and to register

What's New

Cash Sweep:

A Cost of Doing Business or a Fuduciary Breach?

Tuesday, December 3, 2019
4:00 PM - 6:00 PM

As interest rates creep lower, banks, custodians and money managers are finding creative ways to generate revenue. Though it’s not a new practice, many are forcing cash into sweep bank accounts and paying a lower rate of return than offered by comparable money markets. A recent study pointed out that the average RIA held about 10% in cash on their book at any given time. If that cash is earning significantly less than it could be earning in a money market fund, what are the implications for your practice? Are there other options? Are they worth the time, effort and expense to execute them?

Learning Objectives:

Discuss the background of the industry practice of sweep account skimming
Identify several approaches that different firms in the industry are taking to counteract this practice
Talk about the long term implications of this practice and possible regulatory intervention scenarios

CE Credits: 1

Click here for more information and to register

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Click here to receive program and events information.

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1401 New York Ave. NW, Suite 330, Washington, DC 20005, U.S.A.

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