Fees and Travel

CFA Institute Members/CFA Program Candidates: US$995
CIPM Certificants/Candidates: US$995
Claritas Certificants/Candidates: US$995
Non-Member: US$1,295

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 7 September 2016. No refunds will be issued for any cancellations received within 24 hours of program start. Substitutions from the same company are accepted with fee adjustment, if appropriate. Sharing of registrations is not permitted.

Hotel Information: CFA Institute has arranged for a special group rate at the Westin Copley Place. 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 22 August 2016 to take advantage of the discounted rate. The CFA Institute rate at the Westin Copley Place is US$349, subject to availability.

Westin Copley Place
10 Huntington Avenue
Boston, MA 02116

CFA Institute CE Credit: Qualifies for 7 credit hours. 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.

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.