A Member of the CFA Institute Global Network of Societies

Welcome to CFA Society Washington, DC!

Upcoming Events

TuesdayMar, 2019

Women's Investment Network (WIN)

6:00 PM - 8:00 PM

WednesdayMar, 2019

Bethesda Happy Hour - Sustainable Investing

5:00 PM - 7:00 PM

ThursdayApr, 2019

M & A Deal Structuring and Merger Modeling

8:00 AM - 4:00 PM

ThursdayApr, 2019

ESG ASSET OWNERS SUMMIT: The Rise & Status of Sustainable Investing

7:45 AM - 5:30 PM

CFAW News

CFA Program Level I will Transition to Computer-based Testing in 2021

The CFA Institute has decided it will transition the CFA Program Level I to computer-based testing (CBT), targeted for 2021. This is a natural evolution in response to how global testing and credentialing practices have changed and the recognition that the investment profession operates in a digital world.

Read more

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Access Scholarship Program Open
Applications Are Being Accepted

March 1 - September 15

The CFA Program Access Scholarship is a needs-based opportunity for those unable to afford the full price of the enrollment and registration fees. Click here to apply.

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

ESG ASSET OWNERS SUMMIT

The Rise & Status of Sustainable Investing

April 11, 2019

7:45am – 5:30pm

Renaissance Washington DC Downtown Hotel

999 Ninth St NW, Washington, DC 20001

Join us at this informative and thought-provoking full-day event to hear from top influencers, experienced investors, academics and researchers who are leading the charge on environmental, social and governance (ESG) investing trends. Multiple panel sessions throughout the day include asset managers, asset owners, global perspectives on ESG, measuring sustainability, big alpha data, the World Bank Group and more. This summit will answer all your questions in this ever-growing area, provide insight and tools to help you integrate sustainable investing practices and provide valuable connections with speakers and attendees.

Who should attend: asset owners, asset managers, financial advisors, investment professionals, portfolio managers, wealth managers, analysts, researchers, members of mission-driven organizations, and others who share a common interest in sustainable, responsible, and impact investing.

Click Here For More Information And To Register

For sponsorship details and availability, please contact Bill Scott at bscott@cfawashington.org and see how you can further place your firm in the spotlight.

Research Challenge Updates

2019 Research Challenge Local Winner Announced!

RCC Final Winning Team EDITED.jpg

From Left to Right: Bill Scott, CFAW, Nicola Daniels, CFAB, Su Chan, Faculty Advisor, and winning team members: Richard Booth, Xi (Sean) Zhang, Yuanbei Tang, and Rishi Bagga

We are pleased to announce that The Johns Hopkins University, Baltimore Campus is the winner of the 2019 CFA Society Washington, DC and CFA Society Baltimore, MD Research Challenge. The CFA Institute Research Challenge encompasses the values from the CFA Institute Future of Finance initiative, a global effort to shape a trustworthy, forward-thinking investment management industry that better serves society. The annual global competition provides local university students with hands-on mentoring and intensive training in financial analysis.

The winning team along with their faculty advisor will move onto the Americas Regional Competition to be held in New York on April 23-24, 2019.

The teams presented and defended reports on the Tenable Corporation, NYSE:TENB to a panel of investment industry experts, who presided as graders and judges including Harsha Kumar Aggawal, Ingy Chart, Stuart Cohen, Julie Delinger, Jeremy Raichle, Marcio Silveira and Christine Song. Thank you Mark Long for being the winning team members industry mentor.

Please join us in congratulating The Johns Hopkins University and wish them well as they proceed to the Regional Competition!

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Annual Dinner 2019

Registration Closes Wednesday, March 20th!

Join us Wednesday, March 27th, as we celebrate this year's gala event. We are pleased to announce Ms. Barbara G. Novick, Vice Chairman of BlackRock as our keynote speaker.

Click Here to Learn More

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CFA Exam Prep

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1401 New York Ave. NW, Suite 330, Washington, DC 20005, U.S.A.

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