Past Events

This two-day, hands-on course provides a structured teaching environment where students learn classic data science methods, which are used as the bases for many financial technologies, including Generative AI.

In finance’s AI era, human skills set you apart. Join us for this practical workshop designed to strengthen your relationship-building abilities, social skills, and professional presence in today's technology-driven workplace.

If you’re preparing for the Level III CFA exam—and you want to better understand derivatives—you need to attend this complimentary session where instructors will focus on swaps, forwards and futuring, an so much more!

Python is a high-level, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development.

Market trends, megatrends & investment strategies—don’t miss this exclusive panel.

Is technical analysis really just “voodoo”? Think again. Break past the basics and discover how technical analysis provides an essential edge to your toolkit.

Join us for an exclusive evening of professional networking, collaboration, and community building at our joint CFA Society San Francisco and CAIA Bay Area Networking Event.

Pedal across the Golden Gate & connect with your fellow members over coffee in Sausalito.—with route choices from ~15 to ~36 miles.

Build Your Network, Connect Virtually with Employers, and Enhance Professional Development

Equip yourself with communication tools to navigate pressure moments with clarity and confidence in your finance career.