Events & News - 10 February 2015
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  An Introduction to Coaching: Set Your Goals
and Master a Changing Environment
Milan, 26 February - UBI Banca - 6 pm

The workshop is an introduction to coaching: what it is, how it works and how it can bring your goals to reality.
Daniela Piccolo, HR expert and Business Coach, will present the main phases of a coaching program: goal setting in a safe environment, creative process, multiple action plans, self-awareness, commitment and goal achievement. At the end of the presentation the coach will be available for brief one-to-one introductory coaching sessions.
This event is an exclusive benefit of CFA Society Italy Active Members.
For further information and registration click here

  The presentations held at the 2015 CFA Forecast Dinner in Rome are available for Members on the reserved area of our website.
Click here after login.

  2014 CFA Italian Research Challenge
Milan, 3 March - PwC - 5:30 pm

CFA Society Italy offers students the unique opportunity to learn from leading industry experts and compete with peers from the world’s top business schools. This annual educational initiative is designed to promote best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills. This year teams from Politecnico di Milano, Università Ca’ Foscari Venezia, Università Cattolica del Sacro Cuore Milano, Università Commerciale L. Bocconi, Università degli Studi di Bologna, Università di Modena e Reggio Emilia, Università degli Studi di Padova, Università di Pavia, Università degli Studi di Trieste will take part to the CFA Italian Research Challenge. The public company being analysed is Datalogic. The teams will have to complete their report on Datalogic by the 17 February. The competition culminates in a presentation and defense of that research to a panel of investment industry experts. The presentations will take place on the 3 March. For further information and registration click here

This event is sponsored by

  CFA Program Revision Sessions - Register Now!
Milan, 16-17 April | 17-18 April | 18-19 April

CFA Society Italy will give CFA Candidates a helping hand in their preparation of June Exam offering a 2 days course, held by qualified teachers, on the most challenging parts of the program. Candidates will also have the opportunity of keeping in email contact with the teachers from the course date to the exam date.
Discounts available for early bird registrations and CFASI active Members.
For further information and registration click here

CFA Candidate Information Briefing
Milan, 16 February - Banca IMI - 6:30 pm

CFA Society Italy is pleased to provide an overview of the CFA Program® to prospect CFA candidates.
Luca Pellini, CFA will give information on CFA Charter values and principles, CFA Candidate Body of Knowledge, CFA Program curriculum, and much more. For further information and registration click here

CFA Exam Focus - Level 1, Level 2, Level 3

Milan, 17, 23 and 25 February - Credit Suisse - 6:30 pm

Giuseppe Patara, CFA and Carlo de Bernardi, CFA will be available for specific focus meetings dedicated to Level 1, Level 2 and Level 3 Candidates. For information and registration go to Events Calendar on our homepage

  Sales Support

Primary asset management firm is looking for a Sales Support who will be working within the Business Support team in support to the Italian Sales team liaising with operations and dealing departments based in London and Luxembourg. For further information and application click here after login.

  QUANT Workshop 2015 Save the date!
Venice, 26-27 February

Important speakers will present the latest quantitative models and asset management strategies, such as: John Hiatt from CBOE and Paul Willmott from Wilmott Associates. 20% reduction for CFA Society Italy members. Please indicate code CFA_QUANT2015.
For further information and registration click here



Communication Gap Between Business and Markets. What Role for Integrated Reporting?

Bocconi University Accounting Department and PwC are pleased to invite you to participate in this research survey which is addressed to CFOs, Analysts and Investors of Italian Listed entities. Taking into consideration the relevance of the research subjects CFA Society Italy supports the initiative and recommend you to participate the survey.
The survey aims to (i) match supply and demand of financial information currently available; (ii) analyze the information gap; (iii) assess whether the Integrated Reporting Framework would could suggest guidelines filling the gap and better representing the business value drivers.
The outcome will be treated anonymously and presented in a specific workshop hosted by PwC, at which participants will be invited.
To complete the survey please click here
For additional information please contact:; or


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