Passport Program

    The CFA Societies Global Passport Program encourages visiting members to attend our local programs at the member rate.  Welcome to Atlanta!

    CFA Society New York

    Past Events - Video Archives

    Industry Partner

    Local Society Events 

    Amid, the ongoing COVID-19 pandemic, the safety and well-being of our members, guests, volunteers, and staff are of the utmost importance to us.  We have postponed all in-person events until further notice.  Take good care, stay safe, and be well.   

    Online Series: 2021 Southern Classic Research Challenge

    February 20, 2021
    10:00 AM - 1:00 PM
     Add to Calendar

    Webinar Details to follow
     Directions

    Tickets

    $20.00 CFA Atlanta Namebadge

    $0.00 Member Ticket | Advanced Registration Required

    $0.00 Guest Ticket | Advanced Registration Required

    Register Now

    Special Thanks to our Subject Company 

    Live Competition

    Hosted by CFA Society Atlanta and in conjunction with CFA Society Alabama and CFA Society South Carolina, university teams from Alabama, Georgia, and South Carolina are taking part in this challenge with work beginning in October 2020 and culminating with our Live Competition via webinar.  Competing in this challenge takes a tremendous commitment on behalf of the students and faculty.

    The five teams with the strongest written report scores will advance to this round.  Please join us to watch the dynamic and always impressive student presentations.  We are excited to see who takes the coveted Chalice Cup back to campus!  

    Our Registered Teams

    Anderson University, South Carolina, Auburn University, Berry College, Birmingham Southern College, Clayton State University, Clemson University, Columbus State University, Georgia College and State University, Georgia State University, Kennesaw State University, Mercer University, Tuskegee University, University of Alabama, University of Alabama at Birmingham, University of Georgia, University of South Carolina, University of West Alabama

    Background

    The CFA Institute Research Challenge is a global competition that tests the analytic, valuation, report writing, and presentation skills of university students. The challenge comprises analysis of a publicly-traded company, mentoring by a professional research analyst, writing a research report, and presentation of research to a panel of experts.  The first Research Challenge competition was hosted by the New York Society of Security Analysts in 2002 and involved just five teams from the New York area. Since then, the competition has grown to include thousands of students from over 1,000 universities in more than 75 countries.

    Special Thanks to our Chalice Cup Sponsor 

    Future Events

    Online Series: 17th Annual Forecast Event

    February 11, 2021
    3:00 PM - 5:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = The World Economy + Financial Analysis + Investment Strategy & Process

    Read More

    Online Series: 2021 Southern Classic Research Challenge

    February 20, 2021
    10:00 AM - 1:00 PM

    Webinar
    Details to follow

    Join us for our 13th Annual Competition

    Read More

    Online Series: Black History Month Highlight | African American Investment Panel

    February 25, 2021
    3:00 PM - 5:00 PM

    Webinar
    Details to follow

    Qualifications: 2hr Professional Learning | CFA Institute Competency Framework Skill = Leadership + Personal Effectiveness + Business Development +

    Read More

    Online Series: SEC Update

    March 03, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Regulatory Compliance

    Read More

    Online Series: Dynamic and Disciplined Investing | Can We Do Both?

    March 11, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Performance Measurement, Evaluation & Reporting + Portfolio Construction

    Read More

    Online Series: Financial Modeling Best Practices | 10 Tips To Build A World-Class Model

    March 23, 2021
    12:00 PM - 1:30 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Financial Modelling + Investment Strategy & Process

    Read More

    Online Series: The Future of Sustainability in Investment Management: Research and Tools

    April 14, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = ESG Integration + Industry & Company Analysis + The World Economy

    Read More

    Online Soft Skills Series: Hack Your Brain | Unlocking your Potential in the Digital Age

    April 28, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Leadership + Personal Effectiveness

    Read More

    Online Series: A Professional Investor's Guide To Cryptoassets | Everything You Need To Know About A Rapidly-Emerging Asset Class

    May 12, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Instruments & Products + Portfolio Construction

    Read More