Registration for the October 26 - November 8, 2020 exam opens May 10th. 


Events | Resources | Webinars |

The FDP Institute hosts, sponsors and supports a variety of events each year around the world. Join us to learn, network, and socialize with other industry professionals. Our events reach finance professionals at all career levels from around the world. Contact us at with Speaker, Sponsor or Exhibition opportunities. 

Upcoming Events

The Future of Alpha Generation with Data Science

CAIA Chapter San Francisco
CFA Society San Francisco 

San Francisco, CA 
Postponed: new date to be determined

In the very near future, all financial professionals will have to work with AI / Data Science in some way. At least the basic skills will be required to remain relevant in the quest for alpha.

Join us on Thursday, March 12th as we explore the following topics:

  • AI/ML trends in investing, investment process, and skills required
  • Nuances of big data/alt data and its supply chain
  • “The Art of Data Science”: Strategies for finding alpha
  • Common mistakes made across data science
  • The resurgence of financial institutions VS. tech co’s
  • Trading alpha VS. operational alpha
  • Privacy, ethics VS. regulations
  • Training and certifications
  • Overview of the FDP

CAIA & CFA Members: Complimentary
Non-members/ Guests: $20

Location BlackRock
400 Howard Street
San Francisco, CA 94105

Register here 


AI and Data Science in Trading

Metropolitan Pavilion 
New York City, NY
Postponed! New date: June 30 - July 1, 2020 

Register today (exclusive 10% discount on tickets. Use discount code FDP10

Chair & opening remarks: William Kelly - CEO, CAIA:

AI & Data Science in Trading brings together experts in the use of AI and advanced data analytic techniques within asset management, primarily for finding alpha, managing risk and optimizing portfolios.  

Speakers include: 

  • Mehrzad Mahdavi, Executive Director FDPI 

FDP Advisory Board Members:

  • Apurv Jain, Harvard Business School, 
  • Ganesh Mani, Adjunct Faculty, Carnegie Mellon University
  • Miquel Noquer i Alonso, co-founder AI Finance Institute 

FDP Curriculum Committee Member:

  • Al Yazdani, State Street 
  • Francesco Fabozzi, Managing Editor JFDS 


Palais de Congrès de Paris
Paris, France
Postponed: new date to be determined

FDP Discount: FDPTTEU2020

Chair & opening remarks by Jane Buchan (FDP Institute Advisory Board member) 

TradeTech 2020 unites Europe’s top equity trading leaders including regulators, sell side, trading platforms, technology partners and over 500 senior buy side. This is your unique opportunity to join the leading buy side in using data and technology to thrive in the post-MiFID II liquidity landscape.

Brand new for our 20th and best-ever TradeTech: buy side are invited to join our exclusive data science day. Sign-up for free today – very limited availability.

Speakers include: 

  • Bill Kelly, CEO, CAIA Association

FDP Advisory Board members

  • Jane Buchan, CEO, Martlet Asset Management, former CEO, PAAMCO 
  • Tony Guida, Executive Director, Senior Quant Research, RAM Active Investments 
  • Bill Kelly, CEO, CAIA

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

    CFA Society New York
    Thursday, April 23 | 5:00 PM - 8:00 PM

    Mehrzad Mahdavi, Executive Director at the FDP Institute will deliver the keynote speech at the 6th annual Real Estate Outlook.

    Advanced technologies (e.g. AI, machine learning) are slowly permeating the real estate industry which is allowing owner/operators, investors, agents/brokers and other end-users of real estate to operate in a more efficient real estate marketplace. Consumers who are searching for their “dream-home” can use PropTech applications to review customized floor plans of home models, ideally in 3D. Owner/operators who seek to push NOI for their portfolio are now taking a data-first approach to manage operational workflows such as energy management, maintenance & repairs as well as CapEx forecasting. Other PropTech applications are leveraging big data to analyze locations and properties in a specific real estate market, while providing advanced information about specific properties. While there are many other PropTech start-ups that are pushing the real estate market to new heights, we are still in the early innings.

    Register here 


    Past Events

    February 21-22, 2020 
    Texas Investment Portfolio Symposium  - Houston Texas
    Organized by: Rice University/ Jesse H. Jones Graduate School of Business; CFA Societies of Texas, Louisiana and Houston.

    October 24, 2019
    CAIA Boston Chapter Event, Boston MA - The Increasing Role of Complex data Management & Analysis in Investment Management 

    October 20-21, 2019
    Digital Asset Strategy Summit - Dallas Texas

    September 18 & 19
    FDP - EMEA Roadshow - Geneva, Zurich, Milan

    September 16 & 17
    AI and Data Science in Trading - London, United Kingdom 

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