CFA Society - Miami

Register now for our 2024 Economic Forecast Dinner at the Shalala Center on the beautiful campus of on January 24th! Registration link in bio.

🗓️ Save the Date!

⭐️You don’t want to miss this highly anticipated annual event. Registration will open next week! ⭐️

Charterholder status is the ultimate achievement for finance professionals. It elevates your career to the next level, giving you the credibility, knowledge, and skills to excel in any financial industry.

Renew your CFA credentials today! ➡️ https://bit.ly/3QdEPvf

We are excited to announce that the CFA Institute Investment Foundations Certificate is coming back!

The Investment Foundations® Certificate will provide learners with an overview of the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry including terminology and foundational concepts.

Learn more & enroll now!🙌 https://bit.ly/474qZRP

According to Barnes International Realty, Miami's diversity is widely known, and the real estate investment opportunities in the city are just as diverse as its neighborhoods. To maximize profits in a market with many options for tenants, it is essential to invest in a premium location in a desirable neighborhood.

Read the full article: https://bit.ly/43Gk7ar

Stay current, connected, and effective in your financial profession.💡

Renew your membership each year to take advantage of member benefits, demonstrate your commitment to ethical investment management, and continue to strengthen the industry! https://www.cfainstitute.org/en/membership/renew

Introducing the powerhouse team that will lead the way for CFA Society Miami! Guillermo Rodriguez takes the helm as President, bringing a wealth of knowledge and experience to the position & Kim Arguello as Vice President, ready to tackle any challenge that comes her way.

Join us in congratulating Guillermo and Kimberly!

As a member of CFA Society Miami, you'll have access to a powerful professional network, connecting you with like-minded individuals in the finance industry. Join a community that values education, ethics, and collaboration and leverages its collective expertise to drive positive change in the investment world.

Stay ahead of the curve by networking with the best of the best and unlocking opportunities you won't find anywhere else!🌐 https://bit.ly/3AwUwpw

Based on interviews with investment professionals and crypto experts, the authors go beyond the hype to understand the state of crypto investing and the implications for investors and policymakers. This research paper offers a dispassionate look at crypto-assets from the point of view of investment professionals.

Are you interested in learning about crypto experts? Take a look! 👀 https://bit.ly/3K1ySh5

Artificial intelligence (AI) and big data have their thumbprints all over the modern asset management firm. Like detectives investigating a crime, the practitioner contributors to this book put the latest data science techniques under the microscope. And like any good detective story, much of what is unveiled is at the same time surprising and hiding in plain sight.

Learn more: https://bit.ly/3OgqnkN

Gen Z and Investing: Social Media, Crypto, FOMO, and Family.

This brief research examines Gen Zs’ attitudes and behaviors around investing. It is based on data from a November–December 2022 online survey of 2,872 Gen Zs aged 18–25, Millennials, and Gen Xers from the United States, Canada, the United Kingdom, and China.

Take a look at the report: https://bit.ly/44E7tti

Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst® (CFA®). As a CFA charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry.

Join more than 190,000 professionals who have been recognized globally for their commitment to ethics and professionalism! https://www.cfainstitute.org/en/programs/cfa

Join us in Chicago this October for the 27th Annual GIPS® Standards Conference!

This is the must-attend event for performance and compliance professionals. Industry and regulatory experts will discuss the latest trends and challenges in investment performance. This year’s conference will feature sessions on OCIO providers, the SEC Marketing Rule and Private Funds proposal, and outsourcing considerations.

Register today!🙌 https://bit.ly/3PGYS4V

Happy 4th of July!🇺🇸

Let's celebrate the freedom and independence of our great nation, and remember and honor the brave men and women who have fought for our country's freedom. Have a safe and joyous 4th of July!

Join us on our upcoming webinar, Private Markets Webinar Series: Misalignment in Approaches to Private and Public Valuations.📣

This interactive discussion on factors contributing to a private investment strategy's real-world performance.

Learn more & register! https://www.cfainstitute.org/events/webinars/misalignment-private-public-valuations

Last night was truly magical at the Summer Networker event held atop the stunning Cebada Rooftop in Coral Gables!☀️🥂

We enjoyed fantastic conversations and great company alongside the amazing members of Financial Planning Association of Miami and Florida Institute of CPAs (FICPA). The city skyline served as a breathtaking backdrop to the evening, and we are grateful for the wonderful memories of this beautiful night!

Managing trillions of dollars of wealth on behalf of investors around the world comes with great responsibility and duty.

CFA Society Miami members are continually faced with tough questions that demand smart insights and answers. By pursuing professional knowledge, placing clients' interests above their own, and leading with honesty and transparency, they drive confidence in the investment management profession and in turn benefit society as a whole.

Learn more.🙌 https://www.cfainstitute.org/en/membership

The Certificate in ESG Investing offers you both practical application and technical knowledge in the fast-growing field of ESG investing.

With the Certificate in ESG Investing, you can master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset.

Register now ➡️ https://bit.ly/3HOCq49

Chartered Financial Analyst® (CFA®) charterholders apply their knowledge and skills in a wide range of positions throughout the global finance industry. Distinguished by their commitment to setting a higher standard of excellence, they are sought after as investment management professionals.

Learn more! https://bit.ly/469BXoF

REMINDER.🔔

Stay current, connected, and effective in your financial profession. Renew your membership each year to take advantage of member benefits, demonstrate your commitment to ethical investment management, and continue to strengthen the industry.

Renew today! https://www.cfainstitute.org/en/membership/renew

Miami's real estate market promises solid returns on your investment.🙌

As we continue to deliver the highest standards of excellence, ethics, and education, we seek to look beyond what we do for our constituents today to better meet their current needs and to anticipate what they will need tomorrow – and contribute to ultimately benefitting society.

Start your application today and join CFA Society Miami.🌐 https://www.cfainstitute.org/en/membership/apply

Our Summer Networker event will take place at the magnificent Cebada Rooftop in Coral Gables.☀️

Prepare for an evening filled with laughter, connections, and good times on June 27, 2023, from 6:00 PM to 8:30 PM. Join forces with the FPA of Miami, CFA Society Miami, and Florida Institute of CPAs (FICPA) as we transform this event into an unforgettable extravaganza!

Register today: https://bit.ly/3pMJ6KM

We rely on our CFA charterholders and other financial professionals to serve as event organizers, faculty advisors, industry mentors, graders, and judges at the local, regional, and global competitions of the CFA Institute Research Challenge.

CFA Society Miami's mission is to promote the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Learn more & get involved! https://bit.ly/45SIfc6

CFA Society of Miami celebrates the diversity and love within the LGBTQ+ community this !

Remember that the fight for equality never ends, and we must continue to educate ourselves and advocate for change. This month, let's come together to celebrate the strength and beauty of identity and work towards a more inclusive and accepting world for all.

Read more about how the CFA Institute celebrates Pride Month: https://bit.ly/3Nfol3E

We are thrilled to invite you to an epic joint Summer Networker event at the magnificent Cebada Rooftop in Coral Gables. Prepare for an evening filled with laughter, connections, and good times on June 27, 2023, from 6:00 PM to 8:30 PM.

Join forces with the FPA of Miami, CFA Society Miami, and Florida Institute of CPAs (FICPA) as we transform this event into an unforgettable extravaganza!

Register today: https://bit.ly/3pMJ6KM

Investing puts money to work. The only reason to save money is to invest it.🙌

Become a member to use your CFA® and CIPM® designations, engage with the issues affecting the profession, connect with local and global colleagues, and access top-tier professional learning resources and the latest industry insights.

Start your application today and join CFA Society Miami.🌐

Become a member to use your CFA® and CIPM® designations, engage with the issues affecting the profession, connect with local and global colleagues, and access top-tier professional learning resources and the latest industry insights.

Start your application today and join CFA Society Miami.🌐 https://www.cfainstitute.org/en/membership/apply

Empowering women through investing at CFA Society Miami.💪

Girls Who Invest Will Offer CFA Institute Investment Foundations® Certificate to Scholars as Part of the Existing Online Intensive Program.📣

The Investment Foundations Certificate is designed to provide the global workforce with a clear understanding of how the investment industry works. Through the enhanced partnership agreement, the certificate will be offered to all of GWI’s Online Intensive Program scholars as the first module of the self-guided program. The certificate will provide GWI’s online scholars with key concepts about the purpose, structure, vocabulary, and ethical considerations, among many other aspects of the investment industry.

Read the full article: https://www.cfainstitute.org/en/about/press-releases/2023/girls-who-invest-cfa-institute-partnership-2023

Get ready to take your networking game to new heights this summer! We are thrilled to invite you to an epic joint Summer Networker event at the magnificent Cebada Rooftop in Coral Gables. Prepare for an evening filled with laughter, connections, and good times on June 27, 2023, from 6:00 PM to 8:30 PM.

Join forces with the FPA of Miami, CFA, and FICPA as we transform this event into an unforgettable extravaganza!

Register today: https://bit.ly/3pMJ6KM