All topics

The CFA Institute Wealth Management Conference, hosted by CFA Society South Florida, takes place in Florida from 1st to 3rd March 2019. The event provides practitioner-oriented informative sessions over a wide spectrum of topics which have been carefully selected to aid those engaged in private wealth management. These will include investment-oriented seminars providing strategies and tools important to private wealth management including practice management, financial planning and client relationship management. The event includes the opportunity to network with delegates from across the globe as well as selected relevant vendors.