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Candidate Study Group Kick Off for November 2024 Exams
Join us for the study group kickoff on June 18th where you can meet fellow candidates, network, and engage in Q&A with Charterholders. During this kickoff, you will meet candidates in your study group and develop your study plan after Q&A.

When: June 18, 2024
Where: Boston
Data Viz & Business Analytics with Microsoft Power BI
Strong data culture is a sine qua non for effective organizations in the digital age, and proprietary data insights are increasingly becoming the most important asset such organizations can accrue. Additionally, firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands, often thriving in the dynamic markets and uncertain times we find ourselves in. When it comes to communicating such insights in service... Details
When: June 19–20, 2024
Ask Industry Leaders: Finding Your Path
Please join CFA Society Boston on Tuesday, June 25, 2024, from 4:30-7:00 PM for a career panel & networking reception with leading industry practitioners in the Boston area. Ask Industry Leaders: Finding Your Path Career Panel and Networking

When: June 25, 2024
Where: Boston, MA
Lunch and Learn: An Update on CFA Institute with Pamela Yang
Join us for a new series, Lunch and Learn, of informal get togethers to share skills and experiences and learn from one another. We invite members to bring their lunch and join us in the society office for a member-led discussion on a specific area of interest.

When: July 16, 2024
Where: Boston, MA
Be a Successful Mentor in the Investment Industry
Are you looking to be a great Mentor? Join Peter Sullivan, CPA, CFA on July 17th for a discussion on how to be a successful mentor and learn tips on how to best support your mentee.

When: July 17, 2024
Where: Boston, MA
Hedge Funds and the Big Evolution in Replication Approaches
Join us to gain insight on how data, technology and industry insight can combine to create new investment strategies.

When: July 31, 2024
Where: Boston, MA
High-Net-Worth Markets
Please join us for a review of these market dynamics and resulting strategic and service delivery ramifications for firms in the HNW marketplace.  This session will be led by industry consultant Cerulli Associates.

When: August 22, 2024
Where: Boston, MA
Members Night Out at the Tap Room
Attention Members! We want to kick off the fall season with you over drinks on Wednesday, September 18th, 2024. Join us on the exclusive top deck of Sam Adams Tap Room for a night of  networking while we celebrate your membership with CFA Society Boston! Stop in anytime between 5:00pm and 7:00pm. Your ticket includes two drink tickets for a beverages of choice with appetizers for the group. Please bring your photo I.D to show at the door upon... Details
When: September 18, 2024
Where: Boston, MA