Know Before You Go

It’s All about the Education

In addition to the broad-perspective plenary sessions, this year’s agenda features four different types of concurrent sessions: Beyond the Numbers, Concurrent Practitioner Sessions, Extended Sessions, and Career Tracks.

  • Beyond the Numbers Concurrent Sessions provide training in soft skill areas of growth and personal development for investment professionals, including leadership, firm building, career skills, and CFA Institute perspectives.
  • Concurrent Practitioner Sessions explore key topics in six tracks (Fixed-Income Management, Alternative Investments, Asset and Risk Allocation, Equity Investments, Private Wealth Management, and Policy and Practice) with analysis and commentary on important market sectors and trends from prominent charterholder practitioners.
  • Extended Sessions are presented by academics and allow for a deeper analysis into a topic in finance, often presenting research.
  • Career Track Sessions are designed to inspire delegates at all stages of their career to be intentional about their career management and professional development efforts. Sessions will convey practical insights and strategies for achieving career goals.

Plan ahead and create your own personalized schedule with the mobile app.

Access Presentations Online

All conference delegates can access presentations through our website or mobile app from speakers who granted permission for online distribution. We encourage you to help us save paper and access the electronic versions of these presentations.

Meet with a Career Coach

A limited number of private appointments with career and executive coaches will be available Sunday, 21 May – Tuesday, 23 May. To inquire about scheduling a private appointment, email with the subject ‘coaching appointment at Annual’ by 12 May 2017. Your email should include your name, a brief, general description of the topics you’d like to cover with a coach, and the preferred day for an appointment. Appointments will be scheduled in the order emails are received.

Join the conversation by using #CFAedge


Make the most of your time in Philadelphia by creating new connections and catching up with friends and colleagues at one of the many networking opportunities.

This year, the Annual Conference mobile app will allow you to search the delegate list and find like-minded attendees, send messages, and set up meetings with others at the event — all within the app. Networking on the go has never been easier!

Pack Accordingly

Business casual attire is appropriate for all conference activities, including evening receptions. Name badges are required for all educational sessions and social functions.