Industry Related Events and Special Offers

After 73 years of excellence at the annual conference, we are excited to begin promoting Alpha Summit! Starting at 9 a.m. ET on 18 May, get ready for a full day of bingeworthy, live conversations—with a special session at 1 p.m. HKT. CFA Society Boston members register before May 17th and use discount code AS21-SP to receive 25% off! Register now!

Special Offer from Wall Street Prep

CFA Society Boston members can receive 20% off live virtual courses and on-demand learning with promo code cfaboston. Click here for a complete calendar of upcoming course and the on-demand library to take advantage of this special offer. 

Special Offer for CAIA Exam from Kaplan Schweser

Want to distinguish yourself with Alternative Investment knowledge and expertise? You can now earn a prestigious Chartered Alternative Investment Analyst (“CAIA”) designation by passing a single exam – Level II offered every 6 months – by benefiting from the Stackable exemption available only to the CFA Charterholders. Members considering CAIA credential can benefit from the following:

  • 10% off the CAIA exam fees by using promo code CFASOCTEN when you register at 
  • Free Level I study materials from Kaplan Schweser for those wanting a refresher 
  • Kaplan Schweser Level II study materials at a special member-only price.

    Click here to view Stackable Package Options


  • Special Offer from Chartered Market Technician (CMT) Association

    CFA Society Boston is excited to offer members a $100 credit toward registration for CMT Level II or CMT Level III. As part of the broader CFA Institute’s stackable credentialing initiative, CFA Charterholders are eligible to start the CMT Program at CMT Level II. CFA Society Boston members can use the code J21CFA100 to claim the discount on either the Level II or Level III exam registration before May 14, 2021.

    The CMT Association is a global credentialing body with nearly 50 years of service to the financial industry. Our market philosophy is grounded in behavioral economics and extends beyond classical pattern recognition techniques to include quantitative approaches to market research and rules-based trading system design and testing. Earning the CMT designation demonstrates mastery of a core body of knowledge of investment risk in portfolio management.
    To learn more about the CMT Program Waiver click here.


    Contact Us

    To add something to this calendar or request the society share your event please click here to submit an online form.