Current issues in the investment industry are presented by industry experts at luncheons and dinners throughout the Los Angeles area.
Professional Interest Communities
Communities created for investment professionals to focus on an area of interest. Regularly scheduled meetings focus on current events and include keynote speakers and also offer workshops, seminars and networking opportunities.
Alternative Investment Group
Applied Behavioral Finance Group
Private Wealth Management Group
Portfolio Management Group
Corporate presentations to members are held as luncheons at local Los Angeles venues.
Continuing Education Programs
Educational classes are available to members at a discounted rate. Courses have included the MBS Boot Camps, Financial and Valuation Modeling Boot Camps, Fixed Income Analysis Series, and Alternative Investments Series.
USC/CFALA CFA Review Program
The program is taught by practitioners from CFALA and academics from southern California universities, most of whom are holders of the CFA Charter. The Review Programs for Levels I, II and III are held annually from early January through May. Registration for the course begins in mid-November. Level I is also offered in the fall in time for the December exam.
Claritas Review Program
The Claritas Investment Certificate is designed as a self study program, but from our experience with the USC/CFALA CFA® Review Program, we know that many prefer a "live" classroom experience with an industry professional available to answer all their questions. Classes will be offered twice a year in a downtown or Westside location. In addition, instruction can also be brought "in house" to those companies who wish to provide their employees with a complete continuing education experience in the convenience of their offices. CFALA will launch the review program in spring 2014.
Social Gatherings and Networking
An open forum to meet with other members in the industry. Highlights include: Annual Golf Tournament, Holiday Social, Annual Meeting of the Members, Career Chat Series, Charter Recognition Dinner, COI Socials.
Job Placement Listings
Members have free access to employment opportunities in the Southern California area via job listings on the website. Members may also post jobs for "free" on the website.