Events & News - 24 September 2013
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  Women as Leaders in the Financial Industry
Milan, 21 October - Borsa Italiana - 5:30 pm

Our panelists draw on their experiences as leaders and Board Members in presenting strategies to get more women into senior roles in finance. They will also consider what is female 'diversity' and how women in senior positions may help young women colleagues to develop their career-path, enhancing inter-generational cooperation and defeating the "dog-eat-dog" mentality. Join us and share your experiences of success on the way to the top.
For further information and registration click here

Retirement Planning and the Economics of Ageing
Venice, 9 October - Palazzo Ca' Foscari - 5:30 pm

The event will discuss the issues, the costs and the potential opportunities related to the ageing population and retirement planning. The speakers will discuss a different approach to strategic and tactical asset allocation, how to cope with the pitfalls of our mind that requires a comprehensive approach to long term savings and possible solutions to cover the increasing costs associated with long term care.
For further information and registration click here

This event is kindly supported by

 
  Advocacy - CFASI Position Letter on MiFID

First among European Societies, CFA Society Italy has recently sent a position letter on MiFID new article 25.1 concerning knowledge and competence requirements of natural persons giving investment advice or information about investment products, investment services or ancillary services. For more information on this action and other activities of our Society Advocacy Committee click here

Documentation for Members

The presentations held at the event From Formula One Racing to Finance successful Project Management and Team Building by Enrico Lombardo and Patrizia Saviolo, CFA are available for members on the reserved area of our website. Click here after login

 
  ETFs Junior Sales/Sales Support

To further develop a strong ETFs presence in Italy UBS is looking for a Junior Sales/Sales Support. The position is based in Milan. For further information and application click here


  CFA Level 1
Exam Focus
Milan, 7 October - Credit Suisse - 6:30 pm

Giuseppe Patara, CFA will be available for a specific focus meeting dedicated to Level 1 Candidates. They will also have the opportunity to interact and join a Study Group.
For further information and registration click here


 

Press Release


State Street Global Advisors Adopts CFA Institute Asset Manager Code of Professional Conduct Read


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