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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

19.07.23

PropTech 101 - poised for exponential growth

Hear from a panel of PropTech investors as they provide you with the perfect introduction to the rapidly expanding real estate technology space.

Video

05.07.23

Robust outperformance with equal-weighted portfolios

As indices become more concentrated, consider why creating an equally weighted portfolio can deliver more consistent outperformance.

Video

28.07.22

How understanding economic cycles can help predict equity returns

ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 1: Mike Bell, CFA, Executive Director, Global Market Strategist, J.P. Morgan Asset Management outlines how economic cycles work, the drivers of these cycles, and how understanding them can help you more accurately predict equity returns.

Video

28.07.22

How economic data can help predict index level earnings

ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 2: Ed Smith, CFA, Co-Chief Investment Officer, Rathbones Group PLC outlines the correlation between earnings and economics, and how historical data presents a pathway to predicting earnings more precisely.

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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