With only a few weeks left until the 28th Annual GIPS® Standards Conference, we are getting excited to reconnect with past attendees and develop new connections with peers from across the investment industry. Join us in San Diego! 📅 17 and 18 September ☑️ Full agenda and registration: https://cfainst.is/44Ap86g Can’t join us in San Diego? Purchase the Digital Content Package to watch sessions starting 3 October. We also look forward to welcoming CIPM holders, and those who may be interested in taking the certificate, to our booth at the conference. We are pleased to announce that registration for the March 2015 CIPM exam is now open, and you can save $200 by registering before the end of November. If you are a Charterholder or Charter Pending candidate, you can skip the Level I exam and be accelerated on to Level II of the certificate and speedily earn the CIPM accreditation. Register here: https://cfainst.is/4c84gFM #CFAInstituteEvents
CFA Institute
Financial Services
Charlottesville, VA 743,451 followers
The global organisation delivering excellence, ethics and education in the investment industry. #CFAInstitute
About us
Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies. With a heritage of over 75 years, CFA Institute has 200,000 members in 160 locations around the world, providing an unparalleled network of visionary leaders. Our rigorous CFA Institute qualifications and education offerings are designed to support professionals in their practice areas and build confidence with our clients and partners. Our world-class Research & Policy Center offers an unbiased forum for industry leaders, regulators and subject matter experts to help shape policy and drive positive change. As we are faced with increasingly complex challenges such as climate change, inequality, geopolitical conflicts and much more, we are focused on collaborating with current and future members to set and uphold standards to ensure positive, sustainable progress around the globe.
- Website
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http://www.cfainstitute.org/
External link for CFA Institute
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Charlottesville, VA
- Type
- Nonprofit
- Founded
- 1947
- Specialties
- Ethics and Education and Professional Excellence in the Investment Industry
Locations
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Primary
915 East High Street
Charlottesville, VA 22902, US
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292 Madison Ave
New York, US
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23/F, Man Yee Building
68 Des Vouex Road
Central, Hong Kong, SAR, HK
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67 Lombard Street
7th Floor
London, EC3V 9LJ, GB
Employees at CFA Institute
Updates
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Happening next week, join our senior head of research, Rhodri Preece, CFA on 10 September when he will be discussing the future state of the investment industry with Pete Healey, CEO from eFinancialCareers. In this webinar, you will be able to learn about the profound trends and the impact they have on digital transformation with a focus on generative AI, the importance of sustainable finance when looking at climate change and net-zero pathways, and the impact of employer demand for talent. 🔗 Register here: APAC: https://cfainst.is/4g3mMSG EMEA: https://cfainst.is/3WZY8Kk AMER: https://cfainst.is/4cPDgeI
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The Investment Foundations Certificate is packed with info we all wished we knew sooner. It goes beyond teaching you the basics of investing (don't worry, you'll learn that too) and teaches you industry vocabulary so you can communicate more effectively and fit in around the office. Find out more at https://cfainst.is/3MxLBJ3
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🔈September Webinar Series: Stay Ahead with Expert Insights! Mark your calendar and join us for our free, convenient webinars this September! Stay informed and gain valuable insights from industry experts like Azmi Özünlü Brenda Hou, CFA, CGMA, GAICD Meir Statman Katharine Warren and many more. Explore the dynamics of Private Equity and Venture Capital, learn about private credit trends and opportunities, and understand how fintech is revolutionizing financial planning. Don't miss out—see the full list and register here: https://cfainst.is/3NAwY8R
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What has contributed to the strong growth in US consumer spending? Access the full report by MFS Investment Management: https://cfainst.is/3YGOoXy #ARXCFAInstitute
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Big data-driven AI in financial services is a technology that augments human capabilities. We are living in countries governed by the rule of law, and only humans can adopt safeguards, make decisions, and take responsibility for the results. Yoshimasa Satoh, CFA, argues for a multidisciplinary dialogue between regulators and the financial industry at the national and international levels to home in on legal and ethical standards. #EnterprisingInvestor
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We are pleased to mark our new Board of Governors for the fiscal year 2025. Effective September 1st, Marshall Bailey OBE CFA, assumes the position of the new Chair of the Board of Governors, and Heinz Hockmann, PhD, will continue in his role as Vice Chair. Jennifer Garbowicz, CFA, CIPM; Ravi A. Gautham, CFA; Lindsey Matthews, CFA CIPM; and Vipin Mayar; join as newly elected governors. With over 35 years in financial services, including extensive board experience, Bailey is poised to lead the organization to new heights. "CFA Institute is world-renowned for its contributions to the investment industry," said Bailey. "As we progress in this fiscal year, we will leverage our strategy to embrace the many opportunities to support investment professionals across the globe." The full board is comprised of 14 individuals from around the world, dedicated to fostering inclusive growth and upholding our high standards throughout the entire organization. Please join us in extending our heartfelt congratulations to the new board members and wishing them every success in the upcoming year!
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The 𝐂𝐅𝐀 𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐞 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐖𝐞𝐛𝐢𝐧𝐚𝐫 𝐒𝐞𝐫𝐢𝐞𝐬 is kicking off soon! In our first session, we’ll delve into the features and characteristics of private equity and venture capital investments. Join us on 5 September to learn about value creation, associated risks, and AI opportunities in AI and ESG. Secure your spot now: https://cfainst.is/3X4rdFI Alvin Ho | Grace Lee | Yee Hean Teo | Vicky Y. Can’t attend live or the timing doesn’t suit your time zone? Simply select the “Recording Only” option at the top of the page. By signing up, you’ll receive access to the webinar recording, allowing you to watch at your convenience.
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NEW RESEARCH: 3D Investing: Jointly Optimizing Return, Risk, and Sustainability in Financial Analysts Journal. Authors David Blitz, Mike Chen, Clint Howard, and Harald Lohre introduce mean–variance-sustainability optimization and demonstrate its efficacy empirically. Read the article: https://lnkd.in/e2YmHfrX CFA Institute, Luis Garcia-Feijoo, Ph.D., CFA, William N. Goetzmann, Allison Adams