Continuing Education

    The Atlanta Society of Finance and Investment Professionals was founded in 1960 to serve the practitioner's need for specialized knowledge, advanced studies, and information on new developments in investments and financial management.

    CFA Program Changes

    CFA Institute offers the CFA Program curriculum to members as an exclusive, free benefit to renew the practical skills needed in today’s investment industry. Learn more about the factors that drove 2017 curriculum enhancements and how to apply them to your own practice.

     

     

     

    Harvard's Investment Decisions & Behavioral Finance Program

    Investment Decisions & Behavioral Finance Program: Led by a faculty of renowned experts and leading practitioners, this two-day program explores the revolutionary science of investment decision-making and teaches you how to apply that knowledge when managing assets or constructing portfolios. Participants learn the central principles and latest findings of the psychology of decision making under conditions of risk and uncertainty, with attention to practical applications for those responsible for managing assets and constructing portfolios for investment clients. CFA members receive a 10% discount on the tuition and the program is approved by both CFA and CFP for 15 continuing education credits. When registering on the site, enter “CFA” in the financial sponsor space and you will receive a discount on your invoice.

    Corporate Finance Institute

    Financial Modeling Training: Corporate Finance Institute’s Full Access Bundle is designed for students and professionals seeking careers in investment banking, private equity, corporate finance and equity research. This step-by-step program uses real world examples and is designed to simulate the experience of being a financial analyst.

    The Full Access Bundle provides you over 50 hours of professional Wall Street Training with 15 certificate courses. ASFIP members can use coupon code asfip-cfa-15 to get a 15% discount. Register here.   About CFI

    Certificates

    Claritas® 

    The CFA Institute offers the Claritas® Program, which covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.  This self-study program can benefit anyone working in a financial services organization, from client services to compliance; from human resources to IT; from sales and marketing to legal services.

    For more information on the Claritas® Program, please visit: http://www.cfainstitute.org/programs/claritas/Pages/index.aspx

    CIPM® 

    The CFA Institute offers the CIPM® Program,  The Certificate in Investment Performance Measurement (CIPM®) will give you the skills needed to evaluate the performance of investment managers, deliver insights that shape decision making, and communicate effectively with clients.

    For more information on the CIPM® Program, please visit: http://www.cfainstitute.org/programs/cipm/courseofstudy/Pages/index.aspx 

    Future of Finance 

    The Atlanta Society of Finance and Investment Professionals is committed to putting investors first and being a strong voice in advocating for the improvement of our industry.  ASFIP, in cooperation with the office of Governor Nathan Deal, has joined other CFA Societies from around the world to recognize May as Putting Investors First Month, a global initiative to build awareness of the fiduciary duty to protect investor interests and unite financial professionals to reinforce their commitment to investor rights. With the past events that have impacted our profession concerning trust and ethics, we think this is an important initiative.

    The Future of Finance initiative is a global effort to shape a trustworthy, forward-thinking financial industry that better serves society.  To learn more, please visit: http://www.cfainstitute.org/learning/future/Pages/index.aspx

    Investor Education

    If you would to learn more about the financial markets and basic investing principles, the CFA Institute has compiled some useful information at: http://www.cfainstitute.org/learning/investor/Pages/index.aspx.