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Welcome to CFA Society Washington, DC!

CFA Level I Study Group

7:00 PM - 9:00 PM

 CFAW News

Volunteers Needed for the
2019 Research Challenge

We are in immediate need of volunteers for the following roles:

  • Industry Mentors for the student teams - this is our most pressing need.
  • Graders for the papers

Being part of the competition is a lot of fun and the volunteers always find it rewarding. To be eligible for these roles you must be a charter holder and actively engaged in the industry.

As one  former mentor volunteer shared of his experience, This will be my third year as a mentor for the CFA Research Challenge. It has been a rewarding experience on multiple levels. I was fortunate to mentor a team that made it to the Finals of the Americas competition. We flew to Seattle for the competition and got to compete against other universities across North America, South America, and Latin America. I enjoyed seeing the team come together to have such success. I have maintained contact with many of the students that I have mentored and continue to help them in their job searches and career decisions. It is a great opportunity to build relationships with local universities, while also building closer ties to CFA Institute. - Victor Krasij, CFA

Please let Maria O'Hara know if you are interested in volunteering for any of the open positions.

Click here to view volunteer position insights and time commitment.


CFAW Scholarship Applications Now Open!

The CFA Society of Washington, DC (CFAW) is pleased to offer a limited number of scholarships for local exam candidates designed to offset the expense of preparing and sitting for the CFA exam. There are two types of scholarships available to local candidates. There are 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 2019.

 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

2019 Energy Outlook and Investment Trends

December 3: 12:00p-2:00p



Given the recent changes in the geo-political environment (i.e. Middle East, Venezuela, Iran etc.), technological trends (i.e. electric and autonomous cars), climate accords, natural disasters what should Investors expect in the Energy Markets in 2019 and beyond?  We’ll discuss current trends and their impact. Come away with a better understanding about the expected trends, how will it impact Energy Investors and other investors directly. Following the presentations will be a Q&A.  
On Monday, December 3, 2018 CFA Society Washington, DC invites you to the 2019 Energy Outlook and Investment Trends, where you will hear from three energy investment experts, Kevin Book, ClearView Energy Partners, Robert McNally, The Rapidan Energy Group and David Goldwyn, Goldwyn Global Strategies, LLC (GGS). 
Learning Objectives:
  1. Gain a better Understanding of the Status of the different Energy Markets and potential investments directly in them or indirectly.
  2. Gain some insight into the likely trends in 2019 and beyond in the Energy markets
  3. Learn about 1-2 possible major disruptions to the Energy markets and Investments as we know them today.
Who Should Attend?
  • Portfolio Managers that have Energy exposure in their Portfolios
  • Anyone whose clients hold or potentially hold Energy investments in their portfolios.
  • Anyone interested in the ultimate potential disruption that could be on the horizon.

Click here to register

 Up Next

​Financial and Valuation Modeling Seminar

December 12-14: 8:00a-5:00p


CFAW is pleased to offer, in partnership with Wall Street Prep, one of Wall Street Prep's most popular courses to equip busy professionals and students with the financial skills they need on the job.
During this intensive 3-day training, participants will learn financial and valuation modeling in Excel using a hands-on, case-study approach. Modeling methodologies covered include financial statement modeling, valuation & DCF modeling and trading & transaction comps modeling. Instructors are all practitioners (investment bankers, equity research analysts, etc.) with a passion for teaching and years of directly relevant real-world experience.

What is included:
  • Comprehensive training materials (manuals and online exercises)
  • Detailed, reusable, modifiable Excel model templates
  • Unlimited email support for content-related questions for 12-months post-seminar
  • Access to additional online modules (crash course in Excel, M&A and LBO Modeling video lectures)
  • Certification in Financial and Valuation in Modeling (upon successful completion of online Certification Exam)
  • 27 CPE credits and 35 PD credit
  • Wall Street Prep certification exam, upon successful completion of course and online modules

What is needed from you:

  • Participants should have basic knowledge of Excel and solid financial accounting fundamentals
  • Participants will need to bring with them to the course a laptop with Excel, version 2003 or higher

Click for more information

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 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.

December 2018 Exam Admission Tickets will be available November 5th.


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