CFA Institute is organizing the 29th GIPS Conference, this year in Phoenix, Arizona. This is your chance to reconnect face-to-face with the GIPS standards community. You can join also with the Digital Content Package.

Join Collaborative WIM in this Q4 session for some topical discussion with industry experts on AI and the financial services. Disrupt or be disrupted!

CFA Institute is partnering with the FT on their upcoming Global Wealth Management Summit on 5 and 6 November 2025 in London. Now in its eighth year, the event will tackle operational issues for business leaders, investment approaches amid geopolitical alignment, and product development strategies to capture a globally mobile client base.