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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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Highlighted resources

Video

26.08.20

7 mistakes every investor makes

Joachim Klement, CFA, teaches you the most common mistakes made by investors, and how you can learn from them.

Careers

0 CPD

Video

18.05.22

21st century career planning

Dan Whitehead offers crucial advice for people looking at careers in investing and finance in the age of WFH.

Video

24.01.22

Ethics in the real world

How should investment professionals handle themselves ethically within the industry? Consider four case studies to see how to tackle ethics in the real world.

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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