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 COVID-19 crisis, the safety and well-being of our members, guests, volunteers, and staff are of the utmost importance to us.  With a state of emergency being declared state and nationwide, we have postponed all live events until further notice.  Take good care, stay safe and be well.   

    Future Events

    Online Series: Soft Skills | Personal Productivity

    August 11, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

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

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    Online Series: Mid-year Economic & Market Outlook | Looking Ahead for Alternative Investments

    August 19, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Risk Management + World Economy + Data Analysis & Visualization (Inc. AI/ML)

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    Onlnie Series: How Fiduciary Advisors Can Optimize After-Tax Outcomes with PPLI / PPVA

    September 16, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Regulatory compliance + Structuring & Due Diligence | 1hr CFP Credit Approved

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    Online Series: The Popularity Asset Pricing Model

    September 24, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Financial Modeling + Risk Management

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    Online Series: U.S. 2020 Elections: A Lot Is At Stake For Markets

    October 07, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Industry Awareness + Financial Modeling + Financial Planning

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    Online Series: Ethical Decision Making | In Partnership with CFA Institute

    October 14, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning including 1hr in Standards, Ethics, and Regulations (SER) | CFA Institute Competency Framework Skill = Ethical Behavior

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