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

    Soft Skills Series: How to Write Investment Commentary People Will Read, Featuring Susan B. Weiner, CFA

    March 13, 2019
    11:30 AM - 1:00 PM
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    103 West 103 West Paces Ferry Rd
    Atlanta, GA 30305  Directions


    $15.00 Member Fee

    $35.00 Guest Fee



    Your quarterly client letter or commentary is an essential part of your communications. Wouldn’t it be great if your clients actually read it? 

    Writing about topics that will interest your clients—and packaging them in a reader-friendly way—will boost your return on investment. You’ll attract more readers and deepen your relationships with clients, prospects, and referral sources who’ll become more likely to share your commentary with others. 

    To ensure that your commentary hits the mark every time, be sure to attend “How to Write Investment Commentary Your Clients Will Read,” presented by Susan B. Weiner, CFA, of 
    You’ll leave this one-hour interactive program with tips you can apply immediately for

    • Generate and refine ideas for commentary that will engage your readers
    • Organize your thoughts before you write, so you can write more quickly and effectively
    • Edit your writing, so it’s reader-friendly and appealing


    We'll also cover challenges such as how to discuss disappointing performance.

    Susan has spoken on “How to Write Investment Commentary that People Will Read” across the U.S. and Canada for the CFA Institute because she enjoys training financial professionals to write better. Earlier, she was director of investment communications at Columbia Management Group, a trustee at Batterymarch Financial Management, and a staff reporter for a weekly mutual fund publication. Susan is the author of Financial Blogging: How to Write Powerful Posts That Attract Clients and a writer for leading investment management firms. 

    Future Events

    A Conversation with former Popeye's CEO Cheryl Bachelder

    April 10, 2019
    11:30 AM - 1:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    1hr of PD Credit

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    Future of Finance | Private Wealth Series

    April 18, 2019
    12:00 PM - 5:30 PM

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    3300 Peachtree Road NE
    Atlanta, GA 30305

    Join us for this special event!

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    The Municipal Market: Finding Value in Uncertain Times, Featuring Hugh McGuirk, CFA

    May 16, 2019
    11:30 AM - 1:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    1hr PD Credit

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    Annual Meeting, Featuring Daniel J. Fuss, CFA, CIC

    June 05, 2019
    5:30 PM - 8:00 PM

    The Buckhead Club
    3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326

    1hr of PD Credit

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