Calendar of Events

Finance and investment industry hiring trends are shifting. Explore the latest industry opportunities, hiring trends, and recruiting strategies with insights from top industry recruiters.

How are advisors really using alternatives? Join CFA Society San Francisco and FPA for a candid panel discussion on how financial professionals are evaluating and incorporating alternative investments into client portfolios.

Join author and advisor Michael Ross to unpack the regulatory shifts, liquidity trade-offs, and implementation strategies reshaping today’s portfolios.

Join Kaplan’s lead instructors for an intensive 40-minute deep dive into the strategic hedging framework. We will move beyond the formulas to explore the why and when of swaps, forwards, and futures, ensuring you can distinguish between these tools under exam pressure and in real-world mandates.

Explore the 2026 macro backdrop, earnings implications, and key investor opportunities across long-term growth trends, select cyclicals, and oversold markets.

Celebrate, connect, and engage with fellow investment professionals at the CFA Society San Francisco premier annual member event.

If you’re planning to pursue the CFA program in 2027, you won’t want to miss this exclusive look at how the program is evolving to stay ahead of industry trends, featuring a guest speaker from CFA Institute.

Is the Level I CFA exam in your future? This webinar focuses on exam prep challenges, as well as proven study strategies and tips for passing the Level I exam.

Tailored specifically for candidates planning to take the Level III exam, this session focuses on exam prep challenges, as well as proven study strategies and tips for passing.

Join fellow investment professionals for a day of friendly competition, great food, and unbeatable networking.