Wealth Management combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including financial planning, practice management, and client relationship management. The conference draws a global audience and includes opportunities to network with other delegates, as well as a select group of relevant vendors.
Thomas J. Boczar, CFA, John L. Bowman, CFA, Joel P. Bruckenstein, Marguerita M. Cheng, Stacy Francis, James H. Furey, CFA, Diane Garnick, Sara Hamilton, Carin Leong Pai, CFA, Adrienne M. Penta, Barbara Roberts, Michelle Smith, Meir Statman, James P. Steiner, and Scott Welch
CFA Institute CE Credit:
Qualifies for 11.5 credit hours. For CFA Institute members, these credit hours will be updated automatically in your online CE tracking tool.
This conference will be submitted to NASBA for credit review and may also qualify for continuing education credit from other organizations (e.g., the CFP Board and IIROC). Please contact your relevant organization for details on self-documenting credit for your participation.
CFA Institute Members/CFA Program Candidates: US$895
CIPM Certificants/Candidates: US$895
CFA Institute Investment Foundations Certificants/Candidates: US$895
Group: US$650 (three delegate minimum; additional discounts do not apply)
Payment is due at time of registration. Forms received without payment will be confirmed on a space-available basis when payment is received. All fees are payable in U.S. funds. Attendance is limited. Please register early.
Your Registration Fee Includes: Continental breakfasts, refreshment breaks, lunch, a networking reception, the opportunity to meet with investment colleagues and speakers from around the world, access to presentation materials online, and a notebook containing extensive conference materials.