Upcoming Events -Registration for all events https://cfa-society-of-st-louis.ticketleap.com/

Attention University Students Career Path Discussion with CFAs

Register NOW!  University Students FREE to attend   Career Path and Discussion with CFA members. Call center financial advisor, analyst, PM, client facing Senior PM and team lead – wealth management.  Why Attend? Meet CFA Society members and discover real-world career paths in finance. Learn what it’s like to work as a: ·         📞 Call Center Analyst ·         📊 Portfolio Manager ·         🤝 Senior Portfolio Manager (Client-Facing) ·         👥 Team Lead in Wealth Management What You’ll Gain: ✅ Insider insights into the finance industry ✅ Networking with professionals and mentors ✅ Tips to build your skills before graduation ✅ Info on joining CFA Society St. Louis as a Student Member

Impact Investing Forum

Another Industry Related Event we thought you might enjoy.  Register NOW!  About Impact Investing Symposium Impact Investing Symposium (IIS) is an annual event, organized by WashU Olin Business School and Brown School students, that gives attendees the opportunity to engage with, learn from, and network amongst like-minded individuals and leaders at the forefront of impact investing and social impact in the St. Louis area and broader Midwest region. ​ Entering its 10th year, IIS continues to give investors, professionals, students, and community members a space to connect, share ideas, and learn how to "do good while doing well."

Research Challenge Live Finals

Register NOW!  The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company and then write a research report on their assigned company with a buy, sell, or hold recommendation.  Each Research Challenge season leverages the efforts of over 150+ CFA member societies, 3,500+ member volunteers, and more than 5,000 students from over 1,000 universities.      The Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real-world competition.  Additionally, all participants are introduced to and held to the standards of the CFA Institute Code of Ethics and Standards of Professional Conduct.

PERS + CFA Society of St. Louis: Breakfast & Presentation: The AI-Driven Convergence in Private Mark

Register by sending an email to RSVP by February 27  to  mdelvento@gipartners.com

The Art of Empathy-Based Listening

Register NOW!   with   Eric Maddox   - former US Army special operations interrogator, author, motivational speaker and consultant who coaches financial advisors, teams and leaders worldwide in the art of   Empathy-Based Listening .  Join us to for a learning session that is designed to help financial advisors & investment teams learn communication techniques that may help   you build client trust and deepen relationships to : 1. Build trust by removing listening distractions 2. Identify breadcrumbs to ask a perfect discovery question 3. Develop an empathetic listening style to help grow your business