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A Member of the CFA Institute Global Network of Societies

 An Engaged Community for Investment Ethics, Education, and Career Development

 Upcoming Webcast

Behavioral Finance 2.0: Money, Happiness, and
The Future of Wealth Management
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February 9
4 PM - 5:15 PM ET

The business of financial advice is evolving quickly as commoditized products and portfolios are yielding to increasingly comprehensive planning solutions and beyond. As advisors struggle to define and defend their value, the effort to deepen and broaden client relationships implicates the need to transform the core insights of behavioral finance from academic to practical. 

Well beyond lists of biases or quoting well-worn aphorisms, we now have perspectives—informed by disciplines like social psychology and neuroscience—that can help us evolve “goals-based wealth management” from slogan to craft. 

The era of Behavioral Finance 2.0 is upon us. This implicates not just investment decision making but also bigger questions like how money fits into a fulfilled life, including consideration of how the quest for “more” can be balanced with the satisfaction of “enough.”

Speaker: Brian Portnoy, PhD, CFA - Author and Founder, Shaping Wealth

Moderator: Tom Galgano Jr., CFA

 Upcoming Training

Introduction to Python for Business and Finance
February 3 & 4
5:30 PM - 9 PM ET  
This course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.

This Virtual Course is instructed by our training partner, Cognitir.

Registration & Details

 CFA Exam Prep

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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 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!

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