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Welcome to CFA Society Washington, DC!

Financial Valuation and Modeling Boot Camp

Dec 10, 9:00 AM - Dec 12, 5:00 PM

 CFAW News

CFAW Now Accepting Scholarship Applications for 2020

We're pleased to announce that CFAW is now accepting scholarship applications for the 2020 exam year. There are two types of scholarships available to local candidates, 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 2020. Click here to learn more and to apply.  


CFAW Premieres About Us Video   
CFA Society Washington, DC premiered the 'About Us' video last night to a filled room at the Charter Recognition Ceremony. Thank you to all our members for being a part of the CFAW community.  

 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 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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 Upcoming Event

2019 CFAW Holiday Party
Members Only
December 11, 2019
5:30 PM - 8:30 PM
The holiday season is upon us and what better way than to celebrate our last event of the year on Wednesday, December 11, 2019. Register and come join fellow CFA Society Washington, DC (CFAW) members for a festive celebration at the City Club of Washington, DC.

Be jolly, make good cheers and memories with old and new networks for the holiday party comes but once a year.

This is a members only event. We look forward to seeing you there!

 What's New

2020 Asset Allocation Panel
Wednesday, January 29, 2019
12:00 PM - 2:00 PM
The US and the global consumer sectors of economy and stock markets continue to be strong. However, the current US market expansion has been underway since 2009 with the manufacturing and business investment sectors slowing which can quick cause the current low level of volatility  and a  number of other threats both known and unknown to emerge including the tense international situations and trade negotiations.  
Learning Objectives:

  • How are CIOs and strategists positioning their portfolios to take advantage of growth, but mitigate risks? 
  • What are the primary market opportunities and risks? Which asset classes and niche markets present the best opportunities?  Which international markets look the most promising?  
  • What approaches and assumptions are being used to set asset allocations? 
  • What risk premia are considered reasonable for different types of assets? 
  • How are the panelists using alternatives in their portfolios?  What returns are required for different types of private securities? 
  • How do the panelists adjust their target allocations depending on the type of client (institutional public fund, endowment, family offices and high net worth individuals)?  
  • What impact does over $14 Trillion of Sovereign Bonds yielding negative interest rates have on CIOs strategies 

CE Credits: 1

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