CFA Society New York has launched Cvent—our new events platform

Changes to the event-registration process are here! Instructions and information on those changes—including the effect those changes will have on the event-registration process moving forward—have been provided below.

Event registration requires a CFA Institute account. Those who already have a CFA Institute account must use their existing CFA Institute account email address and password. Those without an existing CFA Institute account can create one quickly and easily (and for free).

CFA Institute Account Creation

Step-by-Step Walkthrough

The following steps pertain to individuals without an existing CFA Institute account.

Registration for all events processed via our new Cvent events platform—a free CFA Institute account is required.

If you do not already have a CFA Institute account, you will be required to create one by clicking the “Sign up now” link. The process will take just a couple of minutes and requires a name, an email address, and the creation of a password.

To create your account and register for an event:

  1. Click the “Sign up now” link
  2. Provide the email address you would like to use. This will be the email address you use to register for all CFA NY events
  3. On the next screen, confirm that your email address is correct, and click the “Send verification code” button
  4. Find and enter the verification code you should have received via email notification into the “Verification Code” field, and hit the “Verify Email” button
  5. Once verified, continue onto the next screen where you will create a password and provide your first and last name. After doing so, hit the “Create Account” button and you’re done!
  6. Following account creation—if you were not automatically redirected back to the registration funnel—use the registration URL you were provided with or return to the event page and follow the “Register” button to revisit the event’s registration portal. You may now enter the credentials you created in the previous steps and proceed to complete your registration. These will be your event-registration credentials for all CFA Society New York events moving forward.

The following steps require an existing CFA Institute account.

Registration for all events taking place September 29 onward will be processed via our new Cvent events platform.

To register for an event:

  1. Enter the email address you have associated with your account at CFA Institute
  2. Enter the password you have associated with your existing account at CFA Institute
  3. Click “Log In”

After clicking the “Log In” button—if the entered credentials match the existing credentials you have associated with your account at CFA Institute—you will be redirected to the event’s Cvent portal where you may proceed to complete the registration process.

Forgot Your CFA Institute Account Email Address or Password?

Click the “Need help logging in?” link to reset your account password.

Please be advised that the registration button found on any post-September 29 event will lead to the CFA Institute login page (pictured below). Following login, you will be directed to the appropriate Cvent registration portal where you may complete the registration process.

Existing CFA Institute Account

CFA Institute Account Creation

Upcoming Events

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September 2020

Sep
29
Tue

6th Annual Real Estate Outlook: PropTech Applications for Today and in the Future

Advanced technologies (e.g. AI, machine learning) are slowly permeating the real estate industry allowing owner/operators, investors, agents/brokers and other end-users of real estate to operate in a more efficient real estate marketplace.

Find out more »
Alternative Investments, Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming

October 2020

November 2020

Nov
2
Mon

6th Annual Thinking Beyond the Transition for Veterans

Transitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacity. The November 2nd event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles.

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Conference / Seminar, Veterans, Virtual Events & Programming
Nov
6
Fri

An Overview of the State of LIBOR Transition

LIBOR is referenced in $350 trillion of contracts. The LIBOR Transition implementation is in full speed now and there is no respite from the regulator to pause on plans. Despite COVID-19, financial institutions are facing challenging implementation timelines. Join CFA Society New York as we examine the major implications of the transition.

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Conference / Seminar, Financial Reporting and Analysis, Institutional Asset Management, Virtual Events & Programming
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