CFA Society Workshops On-Site + Live Virtual Customized Formats

Invite Iris Reading to Your CFA Society or Organization

Iris Reading has organized 150+ Speed Reading for Financial Professionals events for CFA Societies across the U.S., Canada, Singapore and Spain. From on-site workshops to live virtual sessions, these programs consistently drive strong participation and exceptional feedback. This page makes it easy to schedule a private workshop customized for the way CFAs read, analyze and communicate.

Practical Techniques
Hands-On Exercises
Accelerated Formats


How Charterholders and CFA Candidates Benefit
  • Keep up with dense reading without sacrificing comprehension
  • Move faster through reports, research and market commentary
  • Save time extracting key insights and reducing re-reading
  • Improve retention and recall for meetings and analysis

Iris Reading is the largest and most trusted provider of speed reading and memory workshops, globally recognized for maximizing reading efficiency — trusted by institutions such as Harvard, Stanford, the University of Chicago and industry leaders like NASA, Google, LinkedIn, Fidelity Investments, Northern Trust, KPMG and more.

Choose the format that fits your CFA Society

Your members can book a featured session for a monthly meeting, a deeper multi-session series, or pair live training with our custom online course for ongoing reinforcement.

Most popular for monthly meetings

Live Workshop (60–90 Minutes)

Practical drills, high engagement and immediate takeaways. Workshop topics:
  • Speed Reading for Financial Professionals
  • Maximizing Memory for Retention and Recall
  • Effective Note-Taking / Mind-Mapping
  • AI-GPT Productivity for Executives
Comprehensive workshop structure

Bootcamp or Multi-Session Series

Build lasting skills through repetition and guided practice.
  • Baseline check + improvement check
  • Technical reading strategies and comprehension
  • Memory systems + spaced retrieval practice
  • Note-taking system design + digital tools
Great for self-paced training

Online Course Add-On Option

Promote our custom “Speed Reading for Investment Professionals” course.
  • Ideal for members who can’t attend live
  • Bulk licenses available for departments
  • Pairs well with a live kickoff session
  • Members can learn at their own pace

How we customize the program for CFA professionals

Below are agenda “building blocks” you can mix and match. For CFA audiences, we emphasize technical reading and analytical workflow: annual reports, 10-Ks/financial statements, research reports, HBR cases, policy and regulatory content, correspondence and staying current with Bloomberg, WSJ and Financial Times.

Speed Reading Workshop 90-min (featured session)
  • Increase reading speed using practical techniques
  • Improve comprehension with better focus and concentration
  • Approach technical content and analytical reading more effectively
  • Remember and recall vital information using proven methods
  • Read faster on the computer screen and other digital devices
  • Optional: quick baseline measurement + improvement check
CFA Customization: Exercises built around extracting key details from dense material, managing information intake and prioritizing your reading.
Maximizing Memory Workshop 90-min
  • How your memory works and how to make it work better
  • Master time-tested memory principles and strategic use-cases
  • Remember names, facts and detailed information with greater ease
  • Improve recall for academic content, presentations and daily tasks
  • Apply memory techniques to boost your focus and productivity
  • Optional: recall drills tied to finance terminology and frameworks
Effective Note-Taking Workshop 60–90 min
  • Take notes quickly without missing key ideas
  • Mind-mapping techniques to visually organize thoughts
  • Retain important details from readings
  • Compare visual note-taking to traditional linear styles
  • Use your notes more effectively with quick review strategies
  • Optional: “read-and-recall” drill for analyst-style reading
CFA Customization: Capture methods for research, investment memos, earnings call transcripts and turning raw notes into concise action items.
Personal Productivity Workshop 60-90 min
  • Improve productivity using simple strategies
  • Manage information intake and prioritize your reading
  • Use digital tools to sharpen focus and minimize distractions
  • Prioritize effectively using the 80/20 principle and time-blocking
  • Manage your time effectively using habitual best practices
  • Optional: digital tools to boost workflow efficiency & maximize productivity.
Speed Reading Bootcamp (Sample Curriculum) Half-day / full-day / series
  • Initial speed measurement
  • Speed reading fundamentals
  • Changing old reading habits
  • Drills and exercises to increase speed
  • Reading faster on screens
  • Comprehension methods
  • Improvement measurement
  • Approaching technical material more effectively
  • How to remember more of what you read
  • Mid-workshop speed measurement
  • Note-taking strategies + mind-mapping
  • Boost focus and concentration
  • 80/20 principle for dense material
  • How your memory works
  • Short-term and long-term memory boosts
  • Remember long lists in precise order
  • Ancient Greek memory technique
  • Mathematical approach for precision
  • Managing a large volume of reading
  • Dealing with charts and diagrams
  • Memorize new vocabulary quickly
  • Spaced retrieval practice
  • Information overload strategies
  • Final speed measurement + next steps
CFA Customization: We can incorporate finance or investment-centric examples (annual reports, research briefs, market updates), and implement them strategically into the drills / exercises that the instructor facilitates throughout the workshop if you would like to provide a few examples ahead of time.
AI-GPT Productivity Bootcamp (Sample Curriculum) Live workshop or series
  • Harness AI for daily task management
  • Customize ChatGPT for personal productivity
  • Automate routine tasks
  • Efficient research and data analysis
  • Maximize AI potential with advanced features
  • Email and communication
  • Meeting preparation
  • Using AI tools to enhance learning
  • Brainstorming and creativity
  • Integrations, case studies and exercises
CFA Customization: Prompt templates for summarizing market commentary, structuring due diligence checklists, building research briefs and turning raw research into clear client-ready communication.

Request a workshop for your CFA Society

Tell us your preferred workshop format, your city/region and any reading materials your members work with. We’ll respond with a recommended structure, timing and scope.

Private Workshop Request
Private Session Request
Enter "Virtual" if you prefer remote learning sessions.

Just looking to improve your own performance?

If you’re not booking a private workshop for your CFA Society or organization, you can still get started today. Browse our online courses, check upcoming in-person public classes or request a private 1-on-1 session tailored to your role and reading demands.

Train with our online courses

Self-paced programs built for technical, analytical reading — improve reading efficiency, comprehension, retention and note-taking on your schedule.

Join an in-person public class

Prefer live instruction? View upcoming public classes by city and get updates when new sessions are scheduled near you.

Request private 1-on-1 coaching

Get a personalized plan tailored to your role and reading demands — research reports, filings, market commentary and daily information intake.

Questions? Call 312-857-4747 or email support@irisreading.com.
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