CFA Candidates, Conference, Free for Members, Member Exclusive Rate, Other Industry Events

CFA Exam Level 1 Insider Secrets: CFA Society New York and Kaplan Schweser

Tuesday, September 10 | 6:00 PM - 7:30 PM

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Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

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Overview

With the Level I CFA exam date around the corner, CFA Society New York invites you to attend an event to help you get prepared and ready to pass Level I. Join us in-person or for a virtual session led by Amy Drury, ACA, CFA, CFA Exam instructor at Kaplan Schweser, JP Chapa, Executive Director at J.P. Morgan, and a CFA Society New York member who recently earned the CFA charter.

Take advantage of this unique event to expand your network of candidates and get tips on how to pass Level I and prepare for the next levels of the CFA exam. You’ll also:

  1. Access to expert CFA Exam instructors: CFA Exam: Insider Secrets will help you develop a winning exam strategy with the help of experienced CFA Exam instructors.
  2. Network with other CFA Candidates: Start building your professional network before you pass the charter! Connections you make at this event are a great way to meet other CFA candidates, expand your career network, motivate each other, and learn about the many different career paths available to you.
  3. Learn about the benefits of belonging to CFA Society New York.

Special offer: Apply to become a candidate member for $100 by August 30th and attend this event for free! Click here to submit your candidate member application, provide references and sign professional conduct statement and once you are approved you will be automatically registered for the Level I event. Space is limited!

EXCLUSIVE ONSITE GIVEAWAY:  One Live In-Person 3-Day Review Workshop in NYC at CFA Society New York (for your choice of either the November 2024, February 2025, or May 2025 CFA Level I exam) will be raffled off at the conclusion of the in-person event. One winner will be randomly selected from the in-person attendees. No purchase necessary. Void where prohibited. Estimated value ~ $799 – $849.

This event is for Level I Candidates only.
Click ‘Register to Attend’ to find out if you qualify.

Agenda

5:30 PM | REGISTRATION

6:00 PM | WELCOME REMARKS FROM CFA SOCIETY NEW YORK 

6:05 PM | CFA EXAM: INSIDER PERSPECTIVES

CFA Exam Instructor:

Amy Drury, CFA, Kaplan Schweser Instructor

Employer:

 Juan Pablo Carreto Chapa, CFA, Executive Director, JP Morgan

Volunteers:

Brian Carstens, CFA, Investment Banking Associate, ThinkEquity

Michele Chiacchio, CFA, Structured Products, Antares Capital LP

Andrew Garson, CFA, Institutional ETF Specialist, Invesco

Emma Glessner, Advisory Investment Specialist, UBS

Judy Lagrou, Editorial Intern, CNBC

6:45 PM | NETWORKING SESSION

7:15 PM | RAFFLE GIVEAWAY WINNER ANNOUNCED 

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.