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Professional Learning

Help keep your skills and knowledge up to date with our member-exclusive resources



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Learning Plans and Conferences

 

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Careers

0 CPD

Video

11.05.22

Managing your stress

Executive coach Andrew Macdonald discusses the data behind stress, and the ways it can be managed for investment professionals.

Video

22.06.22

Managing tail risks in investment portfolios

Sebastjan Smodis, CFA and Altaf Kassam, CFA offer advice on managing tail risks in a world of pandemics.

Careers

0.5 CPD

Video

10.02.21

Looking beyond the numbers – using financial storytelling

Martyn Barmby explains why storytelling techniques can make financial presentations more memorable and engaging.

Careers

0.5 CPD

Video

27.05.20

Leaving a lasting impression in online meetings

Discover how to make the right first impression to clients on Zoom and Teams to leave a lasting impact.

AGM

ANNUAL GENERAL MEETING

Have your say on the direction of our society at our Annual General Meeting (AGM). Members can vote on a range of proposals, including the nomination of new members of the CFA UK Board. This year's in-person AGM will be taking place on 21 November 2023 from 6:15pm at Royal College Of Surgeons Of England (35-43 Lincoln's Inn Fields, London WC2A 3PP).

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