CFA Institute

🌍 Ready to level up your investment insights? Join us for a series of upcoming webinars featuring industry leaders as they dive into the future of private wealth management, portfolio design, evergreen funds, and navigating market uncertainty.   📅 Don’t miss these timely conversations designed to keep you ahead in a rapidly evolving landscape.

The asset management industry is changing, and so are the expectations for new talent. To build stronger, more innovative teams, employers are placing greater focus on inclusion. It’s no longer just about where you studied or what’s on your resume. It’s about how you think, communicate, and what can you offer. Many employers are turning to inclusive hiring frameworks because they know that hiring more of the same can limit creativity and progress. And moving to a skills-based approach to hiring and promotions widens the talent pool and gives individuals more power to demonstrate what they can bring to the role. If you're working toward a career in finance, it’s not just about what you know. It’s about who you are and how you grow. So, what do hiring managers value most today? It’s a question worth asking and preparing for. Want to understand how inclusion is shaping hiring and how you can prepare and stand out in a competitive industry? Read more: https://cfainst.is/4jCmLGc

📊 Markets are moving. Client needs are changing. Personalization isn’t optional, it’s expected. This June, we’re hosting live conversations on the trends reshaping private wealth and investment management. from evergreen funds to client experience, we’re unpacking what matters now. Join us to gain real-world insights from seasoned experts. free to attend, designed for where the industry is going next. ➡️ register now on our webinar page: https://cfainst.is/3NAwY8R

Starting your career? Get real-world tips from Richard Coffin, CFA, CFP, (The Plain Bagel YouTube channel) and Ellen Weiss, Talent Acquisition Director at Morningstar on what really matters beyond your CV. Watch now for advice that can set you apart.

Interest rate uncertainty is reshaping the market. Are your strategies keeping up? Join Ashok Bhatia, CFA (Neuberger Berman), Francois Trahan, M²SD (The Macro Institute), and Alex Roever (CFA Institute) for a high-impact discussion on navigating rates, risk, and macro trends in real time. Register now 👇 Neuberger Berman

Watch Eric Sim, CFA, answer some of your questions at the recent CFA Institute LIVE 2025 in Chicago. Sharing practical advice and insights to help you grow your career. Let us know what additional advice you'd give in the comments 👇

The private wealth management landscape is evolving. Personalization, enhanced client experiences, and rising service expectations are reshaping the industry. Join us to explore:  • How tech enables tailored financial strategies   • Building trust in client relationships   • The future of wealth management across generations  Register now to watch live or for the recording: https://cfainst.is/432a2YL What aspect of wealth management's future intrigues you most? Share your thoughts below 👇  

VC and LBO strategies are reshaping today’s investment portfolios. How well do you know their risk and return profiles?   One of the statements below is inaccurate—can you spot which one? This question comes straight from the curriculum of our Private Markets and Alternative Investments Certificate. 🗳️ Cast your vote, then check the comments to learn more about the certificate and the correct answer.

🌍 What’s next in sustainability reporting—and why it matters for investment professionals? Join us for an insightful webinar, “𝐒𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠: 𝐆𝐥𝐨𝐛𝐚𝐥 𝐓𝐫𝐞𝐧𝐝𝐬 𝐚𝐧𝐝 𝐈𝐦𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬,” co-hosted with the Securities and Exchange Commission, Thailand and CFA Society Thailand. 🌱 Better understand the ISSB standards 📊 Learn how to apply sustainability data in investment decision-making 💡 Explore the latest global trends and what they mean for analysts and investors Secure your spot now: https://cfainst.is/43fjfeC This webinar will be conducted in both English and Thai. Prof. Pornanong Budsaratragoon, Ph.D., CFA | Verity Chegar | Tim Chan, CFA, CEnv | Sammie Leung | Mary Leung, CFA | Gib Suttirat Hongtong

Excel is indispensable in finance, but not the easiest tool to master. Learn new tricks and shortcuts from the two current World Champions who will be joining us for an exclusive fireside chat. They will talk about functions most users have never heard of, and share top tips to help you level up. Michael Jarman is the reigning world champion of the Microsoft Excel World Championship (MEWC) and is one of only two competitors to finish in the top four every year since its inception in 2021. He is currently the Head of Model Development at Operis and specializes in building models for project finance transactions across the globe. Benjamin Weber is the reigning world champion of the Microsoft Excel Collegiate Challenge (MECC). He is currently studying Business Informatics at the University of Applied Sciences Technikum in Vienna, and works in IT project management for UPPER Solutions. In 2025, Benjamin founded a new Local Chapter for the German speaking countries to make Excel e-sports more popular. Register now, you don't want to miss this: https://cfainst.is/4iseqEb