"Investing in a Changing World" is a topic dear to the hearts of individual investors. It was also the organizing theme for the 69th annual CFA conference that I had the pleasure of attending in Montreal last week. This annual conference gathers 2000+ attendees from all over the world for three days of substantive conversation about the global economy, the public interest, and investing trends.
The host of the conference is the CFA Institute, the leading global organization for investment professionals. This is the entity that awards the CFA designation, sets the professional ethical standards for financial professionals, and lobbies for the public interest. In financial planning firms like ours that place a high value on interdisciplinary expertise and professionalism, it’s typical to see advisors with the Certified Financial Planner® designation along with either the Certified Public Accountant and/or the Chartered Financial Analyst designation.