Fees and Travel

CFA Institute Members/CFA Program Candidates: US$795
CIPM Certificants/Candidates: US$795
CFA Institute Investment Foundations Certificants/Candidates: US$795
Non-Member: US$1,095

Register Online

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. Attendance is limited. Please register early.

Your Registration Fee Includes: Continental breakfast, refreshment breaks, lunch, 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$150 applies for all cancellations made after 13 September 2018. No refunds will be issued for any cancellations received within 24 hours of program start. Sharing of registrations is not permitted.

Hotel Information:
CFA Institute has arranged for a special group rate at The Westin St. Francis on Union Square. Reservations should be made directly with the hotel. You must refer to the “CFA Institute group” when contacting the hotel, and reservations should be made by 4 September 2018 to take advantage of the discounted rate. The CFA Institute rate at The Westin St. Francis on Union Square is US$269, subject to availability.

The Westin St. Francis on Union Square
335 Powell Street
San Francisco, CA 94102
Tel: +1-415-397-7000

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.

CFA Institute CE Credit: Qualifies for 8.5 credit hours. For CFA Institute members, these credit hours will be updated automatically in your online CE tracking tool.

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.