Industry Related Events and Special Offers


Fundamentals of Sustainable and Impact Investment

This course provides advisors, consultants, and other investment professionals with a brief history of sustainable investing, insight into portfolio construction considerations including ESG incorporation and shareowner advocacy, an overview of performance studies and fiduciary standards, as well as guidance on how to communicate sustainable and impact investing expertise. The December 9th virtual classroom will be the first offering featuring data from the newly released Report on US Sustainable and Impact Investing Trends 2020 and will cover the latest regulatory changes from the Securities and Exchange Commission (SEC) and the Department of Labor (DOL) that you need to know about heading into 2021. Don’t miss this opportunity to learn from expert sustainable investment practitioners. Upon completion of the course, you will receive a certificate and qualify for 3 hours of CE for CFP®, CIMA®, CSRIC™, and various other industry designations. Use the code: CFA50 for a $50 discount.

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. 

1:00-5:00 PM ET

PowerPoint 5X Speed Training for Finance and Consulting

This is not a typical Powerpoint feature walkthrough: This workshop focuses entirely on how to use PowerPoint on the job to build killer presentations FAST. Loads of PPT Strategies, Tips and Tricks. You will learn a systematic, repeatable system to quickly build content using the core building blocks of professional presentations: shapes, lines, and text boxes. Learn how to leverage 4 types of keyboard shortcuts to fast track everything you do in PowerPoint. CFA Society Boston members use promo code cfaboston2020 to receive 20% off this course.

Special Offer from Kaplan

CFA-CPA designation members can now enjoy an exclusive $84 discount on a 12-month subscription to Kaplan's Financial Learning Library. Designed to help your development goals and satisfy your CPA Continuing Professional Education (CPE), this collection of 370 courses will benefit every professional...from entry-level accounting and finance professionals to CFOs. 

Topics include accounting and auditing, financial planning, taxation, computer applications, taxation, personal development, communications, marketing, personnel management, and leadership skills. Ethics courses included in this library fully satisfy Massachusetts state CPE requirements.

Please redeem coupon code BostonCE on the Kaplan Financial Education portal to take advantage of this exclusive CFA Boston member benefit.

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