- Professional Resources
- Exam Programs
Key Alliance Partners
As a Key Alliance partner of CFA Society San Francisco, Lord Abbett provides members with access to a Resource Learning Library with webinars, white papers, and research. Check the Event Calendar and Curated Content web pages to view all Lord Abbett's content.
Legg Mason Global Asset Management
As a Key Alliance partner of CFA Society San Francisco, Legg Mason Global Asset Management provides members with access to a variety of webinars, events, workshops, and whitepapers. Check the Event Calendar and Curated Content web pages to view all Legg Mason's content.
As a Key Alliance partner of CFA Society San Francisco, Kaplan Schweser provides various opportunities for both members and candidates. Kaplan provides access to their top-notch study tools, mock exams, and review courses at a 15% discount by using code BACC1 at checkout as well as several scholarships for free materials to CFA Society San Francisco candidates. View the CFA Candidate page for more details.
Society members gain access to professional learning opportunities with webinars ranging from data science to wealth management and other industry relevant topics. Check the Event Calendar to view all Kaplan Schweser's upcoming professional learning webinars.
CFA Society New York
Through our partnership with CFA Society New York, we are pleased to offer members access to live webinars and a webinar library for free. These member-only offerings provide CFA Society San Francisco members with high-quality content on-demand. Check the Event Calendar for upcoming live webinars or click to view the curated Learning Library Archive here.
CFA Institute Passport Program
In this program, all members of CFA Society San Francisco and participating local societies may attend events organized by other societies at the discounted local member price—plus the following benefits:
When you travel, contact the local society using the Society Directory on the CFA Institute website to learn about eligible events and other networking opportunities. If you have questions about this program, please email us at firstname.lastname@example.org.
Cognitir specializes in data science and web development training for business and non-technical professionals. Workshops are offered in-person and online and are customized for financial professionals to gain skills in data science, python, SQL, and Blockchain. CFA Society San Francisco members benefit from special, discounted rates on these workshops. Check the Event Calendar to find out when the next Cognitir course is being offered.
Wall Street Prep
Wall Street Prep boot camps are intensive seminars that bridge the gap between academic training and real-world job expectations. They deliver practical skills that will set you apart, both in interviews and on the job. Wall Street Prep offers its instructor-led financial and valuation modeling seminars here at CFA Society San Francisco. Members receive a discounted rate of up to $700 off Wall Street Prep pricing.
Check the Event Calendar to find an upcoming Wall Street Prep boot camp or use code "cfaoffer" to receive a 15% discount on any Wall Street Prep offering through the Wall Street Prep Website.