Fees and Travel

Online registration is now closed. Registration will be available at the Pennsylvania Convention Center beginning on Sunday, 21 May. If you have any questions, please contact us.

CFA Institute Members/CFA Program Candidates: US$1,295
CIPM Certificants/Candidates: US$1,295
CFA Institute Investment Foundations Certificants/Candidates: US$1,295
Non-Member: US$1,450
Group: US$850 (five delegate minimum; additional discounts do not apply)

Group Rate: Groups of five or more delegates who register from the same firm will receive a discounted rate of US$850 per delegate. The group discount cannot be combined with other promotional rates and discounts.

Payment is due at time of registration. Forms received without payment will be confirmed on a space-available basis when payment is received. All fees are payable in U.S. funds. Please contact us to use a printable registration form. Attendance is limited. Please register early.

Your Registration Fee Includes: Morning coffee, refreshment breaks, lunches, networking receptions, the opportunity to meet with investment colleagues and speakers from around the world, access to presentation materials online, and conference materials.

Cancellation Policy: A cancellation fee of US$200 applies for all cancellations. No refunds will be issued for any cancellations received within 24 hours of program start. Substitutions are accepted with fee adjustment, if applicable. Sharing of registrations is not permitted.

For groups, if a cancellation brings a group’s delegate count below five and a substitute is not available, regular rates will apply to the remaining delegates and all cancellation fees and deadlines above will be applicable.

Conference Venue:
Pennsylvania Convention Center
1101 Arch Street
Philadelphia, PA 19107
Tel: +1 (215) 418 4700

Hotel Information: CFA Institute has arranged for special group rates at two local hotels. Reservations may be made using the “Reservations” links below; if calling in, please refer to the “2017 CFA Institute Annual Conference” when making your reservation to receive our special rates. Reservations should be made as soon as possible to take advantage of the discounted rates. CFA Institute is only able to assist guests with reservations if they have booked their accommodations within the official CFA Institute room blocks.

Rooms are available on a first-come, first-serve basis at the following hotels:

Philadelphia Marriott Downtown
1201 Market Street
Philadelphia, PA 19107
Tel: +1 (215) 625 2900
Distance from Pennsylvania Convention Center: Connected via footbridge
Rate (Single/Double Occupancy)*: US$310.70 per night (including taxes and fees)

Courtyard Philadelphia Downtown
21 N Juniper Street
Philadelphia, PA 19107
Tel: +1 (215) 625 2900
Distance from Pennsylvania Convention Center: 2 minute walk
Rate (Single/Double Occupancy)*: US$297.99 per night (including taxes and fees)

*There are further surcharges for Triple and Quadruple Occupancy; rates will be confirmed at time of booking

CFA Institute CE Credit: Qualifies for 19.5 credit hours, inclusive of 3 hours in the content areas of Standards, Ethics, and Regulations (SER).. For CFA Institute members, these credit hours will be updated automatically in your online CE tracking tool.

This conference will be submitted to NASBA for credit review and may also qualify for continuing education credit from other organizations (e.g., the CFP Board and IIROC). Please contact your relevant organization for details on self-documenting credit for your participation. Please view information about CPE credits for NASBA (PDF).

Special Needs: Please contact CFA Institute for services to accommodate a disability or to inform CFA Institute of any dietary restrictions. (Please include this information when you register for the conference.)

Attire: Business casual attire is appropriate for this conference.

Please Note: Delegates are encouraged to share their insights and experiences at CFA Institute events on social media and blogs and may link to content on the CFA Institute website, unless otherwise noted (framing is not permitted). Delegates may not distribute, display, or post online any recordings, transcriptions, and/or copies of sessions at CFA Institute events without the express written permission of CFA Institute.

Any person attending a CFA Institute conference, seminar, or other program grants permission to CFA Institute to use and publish his or her image or likeness collected in connection with the program for any usual and customary purpose of CFA Institute including advertisements for CFA Institute and its programs.

CFA Institute does not assume responsibility or liability for stolen, lost, or damaged personal property.