The CFA Societies Global Passport Program encourages visiting members to attend our local programs at the member rate.  Welcome to Atlanta!

    Annual Conferment Dinner, Featuring Stephen Horan, CFA

    November 14, 2017 5:30 PM to 8:30 PM  Add to Calendar

    103 West 103 West Paces Ferry Rd
    Atlanta, GA 30305  Directions


    $35.00 Member Fee

    $65.00 Guest Fee

    $20.00 ASFIP Member Namebadge

    Special Thanks To Our Sponsor


    Stephen M. Horan, Ph.D., CFA, CIPM is Managing Director, Credentialing at CFA Institute where he provides vision and leadership for a global team designing, developing, and delivering professional credentialing programs for candidates in the CFA Program, CIPM Program, and Investment Foundations Program.  

    In industry, he has served as an expert witness in support of securities litigation, a forensic economist in private practice preparing economic impact studies, a principal of a financial advisory firm, a financial analyst, and as a buy-side account manager and sell-side stockbroker. In academia, Dr. Horan served as a professor of finance at and is a recognized researcher in wealth management, tax efficient investing, and derivatives. 

    The author or co-author of several books, including The New Wealth Management: A Financial Advisers Guide to Managing and Investing Client Assets and the Forbes/CFA Institute Investment Course, Dr. Horan has also edited the volume Private Wealth: Wealth Management in Practice. His articles have appeared in peer-reviewed journals, such as the Financial Analysts JournalHarvard Business Review Latin AmericaJournal of Financial ResearchJournal of Wealth Management, and Financial Services Review. He has received numerous research grants, including the 2012 Graham and Dodd Readers’ Choice Award. His award-winning research has been profiled in leading practitioner publications, including CFA Digest and Barron’s, as well as the popular press.

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    Future Events

    SEHFA Annual Investment BBQ

    July 19, 2018
    5:30 PM to 8:00 PM

    Magnolia Hall at Piedmont Park
    1320 Monroe Drive NE
    Atlanta, GA 30306

    Join us for this special event!

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    Annual Volunteer Appreciation & Recruitment Cocktail Social

    August 22, 2018
    5:30 PM to 7:30 PM

    Gordon Biersch
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    Atlanta, GA 30305

    Join us & bring a friend or colleague!

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    Applying Data Science to Investment Management with the R Programming Language

    September 19, 2018
    11:30 AM to 1:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    1hr PD Credit

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    Annual Conferment Dinner, Featuring Heather Brilliant, CFA

    November 07, 2018
    5:30 PM to 8:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    Join us to recognize our new charterholders

    Read More