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Welcome to CFA Society Washington, DC!

Upcoming Events

WednesdayOct, 2018

CFA Society Washington DC Practice Exam - Level 1

8:00 AM - 4:30 PM

WednesdayOct, 2018

Quarterly Real Estate Luncheon

12:00 PM - 2:00 PM

CFAW News

CFAW Welcomes Women in Networking Community

CFAW would like to welcome the Women in Networking (WIN) community to the Society. We are excited to join forces and bring quality programs that promote diversity and inclusion. Click here to learn more about WIN.

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

Tax-Exempt Tact:
An Examination of Munis in the New Tax Regime

Are Municipal bonds a portfolio “must” or “bust?” While they don’t often garner the attention of equities and higher-yielding parts of the bond market, munis may be an effective sub-asset class for maximizing after-tax returns. The features of municipal bonds tend to be less homogenous, less efficiently priced and tend to have higher optionality than taxable bonds. To make matters more complex, the game board has recently shifted with new changes to the American tax code.

On Tuesday, November 13, 2018, come join Craig Pernick, Senior Managing Director from Chevy Chase Trust and Michael J. Stafford Jr., CFA, Managing Director from ASB Capital Management discuss the ins and outs, of the Municipal Bond market. Although taxes are boring, laws and regimes can change overnight. Learn about the fundamentals of the municipal bond market and make your own decision.

Learning Objectives:

Underpinnings of the Municipal Bond Market
Tax implications
Supply/demand issues

Who Should Attend?

RIA Employees
Portfolio Managers & Analysts
Tax Advisors

Speakers

Craig Pernick

Senior Managing Director, Chevy Chase Trust

Michael J. Stafford, Jr., CFA

Managing Director, ASB Capital Management LLC

Click here for more information

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CFA Exam Prep

We've extended your exclusive discount through October 25, 2018!

As a CFA Society Washington, DC-area candidate, you are eligible to receive an additional 10% off your already discounted Kaplan Schweser exam prep materials:

Online Premium Instruction Package

Online PremiumPlus^™ Package

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.

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1200 Eighteenth St. NW, Suite 700, Washington, DC 20036, U.S.A.

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