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A Member of the CFA Institute Global Network of Societies

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

 What's New

Future of Asset Management Regulation:
Politics, and Policy, and Portfolios
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October 28 | 9:00 AM - 12:00 PM

You are invited to join us for an insider’s view during this half-day virtual conference dedicated to the future of both institutional asset management and wealth management. You’ll hear from a panel of industry insiders who will share their thoughts on how politics will influence policy and how the elections will affect the course of asset management regulation. Our panels of preeminent political experts, senior regulators, and industry executives will also candidly examine current trends and explore possible future regulatory developments.   

 Upcoming Training

Introduction to Python for Business and Finance
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October 6 & 8 | 1:00 - 4:30 PM

This virtual, interactive class will be held over two sessions on October 6 and 8 from 1:00 PM - 4:30 PM ET. The 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.

 Upcoming Webcast

How has COVID-19 Affected the RIA Industry?

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September 30 | 11:00 - 12:00 PM

Amid one of the most abrupt economic, health, and cultural shocks that the world has experienced, no individual or business was spared from the COVID-19 pandemic. During the month of March, Assets Under Management (AUM) fell off with the declines in market values as wealth managers and money managers were forced to seek a new approach.  For some, it was a scramble to keep clients in the door. For others, it was an opportunity to tax loss harvest. Still, for others, it was a good reason to update their business strategy and think about updates to technology. 

On Wednesday, September 30, hear about how the RIA industry changed over the grueling months YTD in 2020 from a panel of some of the most forward-thinking RIAs in the Washington DC area.

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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