We’re pleased to invite you and your students to the University Career Conference: Launch Your Finance Career on Saturday, September 26, at AssetMark in Concord.
This free, full-day conference brings university students from across Northern California together with finance professionals, CFA charterholders, recruiters, and industry leaders for practical career education and meaningful networking.
University Career Conference: Launch Your Finance Career
Saturday, September 26, 2026
10:00 AM – 4:30 PM
AssetMark | Concord, CA
Registration is free
This year’s program is built around three of the biggest questions students face when preparing for a career in finance:
Building Your Credentials: Designations, Degrees, and Licenses
Students will explore how professional designations, graduate degrees, and securities licenses fit into different career paths—including designation stacking, the MBA versus CFA Program decision, and how AI is changing professional education.
Finding Your Path: Finance Careers, Internships, and Emerging Opportunities
Professionals will introduce students to career paths across finance and investments, discuss internships and entry-level roles, and explore emerging opportunities created by AI and technology.
How to Stand Out: Recruiting and Networking Tips
Recruiters and finance professionals will share what employers look for in early-career candidates, along with practical guidance on networking, LinkedIn, interviewing, career readiness, and responsible use of AI during the job search.
Students will also have dedicated Q&A and networking time after each session, plus a structured lunch program where speakers and finance professionals rotate among tables for small-group conversations.
Register Individually or Bring a Group
Faculty may register themselves and their students, or students may register individually. We encourage you to share the event with your classes, finance and investment clubs, internship programs, career centers, and other students considering careers in finance.
Learn More & Register
Traveling from Outside the Concord Area?
We know that distance can make it harder for students across Northern California to participate. Last year, attendees traveled an average of 52 miles to attend the conference, with the farthest group traveling approximately 200 miles.
If your university is located more than 50 miles from Concord, we encourage you to explore group transportation options available through your institution, including university shuttles, vans, or fleet rentals.
Through our Transportation Assistance Fund, faculty coordinating university group transportation may apply for partial reimbursement of eligible mileage or rental costs. Funding is supported by members and community sponsors, so reimbursements are not guaranteed and will depend on the amount of funding available.
We would be grateful for your help sharing this opportunity with students who could benefit from direct exposure to the finance profession. If you have questions about registering a group or coordinating transportation, please contact us at universityrelations@cfa-sf.org.
We look forward to welcoming you and your students on September 26.
University Relations
CFA Society San Francisco
Phone +1 415-814-7900
Email universityrelations@cfa-sf.org Web www.cfa-sf.org
