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A Member of the CFA Institute Global Network of Societies


Welcome to CFA Society Washington, DC!

Annual Member Reception

6:00 PM - 8:00 PM

 CFAW News

CFAW Now Issuing CFP CE Credits  
CFA Society Washington, DC has been accepted by Certified Financial Planner (CFP®) as a Board-Registered CE Sponsor. As a continuing education sponsor offering education programs to certificants of Certified Financial Board of Planners, Inc. (CFP Board), CFA Society Washington, DC can now issue CEs for approved programs under CFB® requirements.

 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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 What's New

FinTech Conference:
Noise vs. Knowledge
Keynote Speaker:
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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

 Upcoming Conference

Career Management Conference:
Strategies for Success
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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

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