THE CFA INSTITUTE RESEARCH CHALLENGE

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "THE CFA INSTITUTE RESEARCH CHALLENGE"

Transcription

1 THE CFA INSTITUTE RESEARCH CHALLENGE Hosted by the 2015/2016

2 AGENDA CFA Institute and the The CFA Qualification CFA Charterholders The CFA Institute Research Challenge 2

3 THE CFA INSTITUTE KEY FIGURES CFA Institute is the global, not-for-profit member association of investments professionals that awards the prestigious CFA designation More than 131,000 members globally 144 member societies worldwide CFA Institute works with over 30 educational establishments as CFA Program Partners in the EMEA region e.g. EBS, Mannheim University, Goethe University, Oxford University (business school), INSEAD (France) and London Business School CFA Institute was founded in 1947 in Charlottesville, USA 3

4 e.v. - WHO WEARE The organisation The members Organised as non-profit association, managed by professionals and volunteers, founded in 2000 and currently the largest association for investment professionals in Germany Based in Frankfurt, with members all over Germany Promoting the highest professional and ethical standards in the investment industry Providing a networking platform for the German investment community as well as other stakeholders The 3 rd largest society in the EMEA region with more than 2,200 members Steady annual member growth Members include CFA Charterholders, Candidates, German Investment Professionals 4

5 THE CFA QUALIFICATION ORGANISATION IN GERMANY CFA Exam Body of knowledge Standards Post CFA Education Providing support for CFA Candidates Promoting the highest ethical standards Professional Education Providers Prep Courses Materials Mock Exams 5

6 AGENDA CFA Institute and the The CFA Qualification CFA Charterholders The CFA Institute Research Challenge 6

7 Among the countless finance degrees around the world, the Chartered Financial Analyst qualification has become the gold standard Financial Times 7

8 THE CFA QUALIFICATION - OVERVIEW The CFA Program is the benchmark of the highest professional excellence and ethical standards in the investment industry on a global basis To earn the CFA designation, candidates must - pass three exams, - have four years professional experience, - and abide by the Code of Ethics and Standards of Professional Conduct annually. 8

9 CANDIDATE BODY OF KNOWLEDGE 9

10 WITH THE CFA CHARTER You have a comprehensive investment perspective You are current with practical investment analysis and management skills You have credibility with industry peers You have the flexibility to work in any market You are sought out by top industry employers You have demonstrated a commitment to ethics

11 AGENDA CFA Institute and the The CFA Qualification CFA Charterholders in Germany The CFA Institute Research Challenge 11

12 THE CFA SOCIETY GERMANY A YOUNG, EXPERIENCED AND SOPHISTICATED COMMUNITY Education MBA Doctorate - PhD, EdD or equiv. Bachelors or equivalent Masters or equivalent 4,4% 6,6% 32,0% 71,1% More than half of CFA Society Germany members have more than 10 years of experience Represents 64% of members. Age Breakdown 22,1% 1,0% 6,0% A dynamic society with exceptional potential 30 or Younger Years Old Years in Industry 2,7% 1,6% 10,3% 7,6% 5 Years or Less 6-10 Years Years 70,6% Years Old Years Old 40,7% 37,1% Years More than 20 Years Not Applicable 12

13 MEMBERS OF THE CFA SOCIETY GERMANY Professional Position Expertise Regional Representation Portfolio Manager 23,5% Consultant 11,9% Research Analyst 9,3% Corporate Financial Analyst 8,9% Risk Manager 7,3% Investment Banking Analyst 6,7% Relationship Manager 5,8% Financial Advisor 5,0% Chief Executive 4,2% Strategist % Other % Equities 27,2% Fixed Income 24,5% Not specified 17,2% Other 6,8% Private Equity 6,6% Derivatives 6,0% Structured Products 4,9% Real Estate 2,4% Hedge Funds 1,2% Foreign Currrency 1,0% Commodities 1,0% Venture Capital 0,8% Indexed 0,4% Frankfurt 34,8% Munich 17,3% Rhine/Ruhr 14,1% Hamburg 4,6% Stuttgart 3,1% Berlin 2,5% Other 23,7% 13

14 AGENDA CFA Institute and the The CFA Qualification CFA Charterholders in Germany The CFA Institute Research Challenge 14

15 CFA INSTITUTE RESEARCH CHALLENGE GERMANY An educational initiative that promotes best practices in equity research among the next generation of analysts. The CFA Institute Research Challenge is an annual global competition which provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student participant will be tested on their analytic, valuation, report writing and presentation skills and gain realworld experience as they assume the role of a research analyst. 15

16 CFA INSTITUTE RESEARCH CHALLENGE GLOBAL NETWORK In the first eight years of this annual competition, 15,000+ students from more than 1,000 universities around the world participated with the help of thousands of dedicated volunteers. 16

17 PARTICIPANTS In these universities took part in Germany: European Business School Frankfurt School of Finance and Management Goethe Business School RWTH Aachen TH Nürnberg TU München Universität Hamburg Universität Hohenheim Only one team of 3-5 students per university is admitted to take part. 17

18 GERMAN CHAMPIONS: TH NÜRNBERG The winning team from TH Nürnberg Their Industry Mentor was Krzystof Stryjecki, CFA The team was coordinated by Prof. Dr. Andreas Weese 18

19 THE STUDENT EXPERIENCE - Candid feedback from mentors, graders, and judges helped me to understand the industry - It was an honor to win US$10,000 for my university - Understanding: opportunity favors the prepared mind - My sell-side research report opened doors to a fantastic internship - I was offered a job in the investment industry where jobs are difficult to find. 19

20 THE PROCESS Form team of 3 5 students Mentoring by an industry professional (CFA Charterholder) Interview company management Compete against the world s top teams Present to a panel of industry experts Write an equity report 20

21 RULES AND TIMELINE The Challenge starts in October 2015 and ends with a presentation in early It consists of the following components: Analysis of a Public Company: Teams research the same public company, selected by the, including a question and answer session with the company management. Mentoring by a Financial Professional: Each team is mentored by a professional research analyst, who reviews and critiques the team's report. Research Report: Each team writes a research report on the subject company which is then critiqued and evaluated by experienced financial experts. Presentation of Research: the 3 best teams (selected by their reports) present to a high-profile panel of CFA Charterholders and executives from the financial industry. The winning team will be selected based on the combined scores for the written report and the presentation. The winner will take part in the CFA Institute Regional Challenge for the EMEAregion and in case of success in the Global Final held in April. 21

22 TIMELINE (1) Beginning of October Universities submit team applications to Society Mid October Kick-off conference call Beginning of November Teams submit up to 3 questions for the subject company to Society Mid November Subject Company Visit: Teams to attend Company presentation - Travel expenses will be partially reimbursed (based on guidelines of the ) January Teams submit final reports to Society by 5pm Exact schedule will be available in September

23 TIMELINE (2) February Local Final held in Frankfurt - Overall winner announced at Final April EMEA Regional Final/ Global Final Exact schedule will be available in September

24 SUBJECT COMPANY The same company will be analyzed by all teams In 2011 the subject company was Pfeiffer Vacuum In 2012 the subject company was adidas Group In 2013 the subject company was HUGO BOSS In 2014 the subject company was Kabel Deutschland In 2015 the subject company was Wacker Chemie 24

CHARTERED FINANCIAL ANALYST (USA)

CHARTERED FINANCIAL ANALYST (USA) CHARTERED FINANCIAL ANALYST (USA) CFA (USA) The CFA qualification is the gold standard in the fields of Investment Banking and Finance. Endorsed by over130 Countries in the world, it has an annual registration

More information

CFA SOCIETY PORTUGAL Institutional Profile

CFA SOCIETY PORTUGAL Institutional Profile Institutional Profile January 2015 CFA INSTITUTE CFA Institute Global community of more than 120.000 investment professionals in more than 145 countries Develops and promotes professional and ethical standards

More information

October 2015 2015 FINANCIAL COMPENSATION SURVEY

October 2015 2015 FINANCIAL COMPENSATION SURVEY October 2015 2015 FIACIAL COMPESATIO SURVEY Letter from the President Dear Colleagues, A key component of CFA Society Chicago s mission is to serve as the premier local resource for CFA charterholders,

More information

10/21/2009. The CFA Program: For the professional designation of Chartered Financial Analyst. CFA Institute Mission

10/21/2009. The CFA Program: For the professional designation of Chartered Financial Analyst. CFA Institute Mission The CFA Program: For the professional designation of Chartered Financial Analyst CFA Society of Atlanta So you want to be a CFA Charterholder? Tuesday October 20 th, 2009 By Charles E. Appeadu, Ph.D.,

More information

CFA. Chartered Financial Analyst

CFA. Chartered Financial Analyst CFA Chartered Financial Analyst About Institute for Financial Analysts IFA CFA Program at IFA IFA s live preparation courses are the best choice for you. We move step by step with every candidate through

More information

dual degree international MBA master in advanced finance

dual degree international MBA master in advanced finance dual degree + international MBA master in advanced finance why the dual degree international MBA master in advanced finance +? The following are just some of the advantages afforded by the Dual Degree:

More information

Polish your potential and let your CFA dream shine. With ICICIdirect Centre for Financial Learning s CFA Level 1 training programme.

Polish your potential and let your CFA dream shine. With ICICIdirect Centre for Financial Learning s CFA Level 1 training programme. Polish your potential and let your CFA dream shine. With ICICIdirect Centre for Financial Learning s CFA Level 1 training programme. ICICIdirect Centre for Financial Learning (ICFL): ICICIdirect Centre

More information

POST GRADUATE PROGRAMME IN WEALTH MANAGEMENT (PGP-WM)

POST GRADUATE PROGRAMME IN WEALTH MANAGEMENT (PGP-WM) POST GRADUATE PROGRAMME IN WEALTH MANAGEMENT (PGP-WM) Duration: 11 months weekend programme An initiative under Introduction Wealth Management is an advanced form of financial planning that provides Individuals,

More information

FINANCE AND INVESTMENTS COURSES

FINANCE AND INVESTMENTS COURSES FINANCE AND INVESTMENTS COURSES Finance is a branch of economics that deals with the management of funds, financial resources and other assets. In broader terms, finance is raising or investing money either

More information

Italian Investment Research Challenge Where opportunity favors the prepared mind

Italian Investment Research Challenge Where opportunity favors the prepared mind Italian Investment Research Challenge Where opportunity favors the prepared mind 2010 Champions University of the Philippines The purpose Teach best and ethical practices in equity research through a real-world

More information

Wealth Management Built on Integrity and Experience

Wealth Management Built on Integrity and Experience Wealth Management Built on Integrity and Experience How Successful Portfolios Can Help You Prepared March 1, 2011 www.successfulportfolios.com 300 South Duncan Avenue, Suite 166 Clearwater, FL 33755 (800)

More information

Letter from the President

Letter from the President 2014 FINANCIAL COMPENSATION SURVEY Letter from the President CFA Society Minnesota is dedicated to being a trustworthy source of information for investment professionals in the Twin Cities, as well as

More information

Investment Management Group. Investments & Endowments A Primer for Nonprofit Leaders

Investment Management Group. Investments & Endowments A Primer for Nonprofit Leaders Investment Management Group Investments & Endowments A Primer for Nonprofit Leaders Investment Management Group The Chartered Financial Analyst (CFA) designation is conferred by the CFA Institute to financial

More information

Co-Operative Learning @ SAP

Co-Operative Learning @ SAP Co-Operative Learning @ SAP We make the world run better WHO ARE WE? SAP was founded in 1972 by five engineers who had a vision to help businesses run better, faster and more efficiently with software

More information

Chartered Financial Analyst (CFA) Program

Chartered Financial Analyst (CFA) Program Chartered Financial Analyst (CFA) Program CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by IMS Proschool. CFA Institute, CFA and Chartered

More information

CFA - CHARTERED FINANCIAL ANALYST - LEVEL I, II & III

CFA - CHARTERED FINANCIAL ANALYST - LEVEL I, II & III CFA - CHARTERED FINANCIAL ANALYST - LEVEL I, II & III LIVE CLASSES E-LEARNING SCHWESER MATERIALS I would like to thank you for the excellent quality of classes at Top Finance, the course organisation,

More information

FINANCE ADMISSIONS CRITERIA PROGRAM HIGHLIGHTS HIGH DEMAND PROGRAM COST ADMISSION CONNECTION

FINANCE ADMISSIONS CRITERIA PROGRAM HIGHLIGHTS HIGH DEMAND PROGRAM COST ADMISSION CONNECTION THE AGGIE I THE AGGIE I THE AGGIE I CURRICULUM The Mays MSF is a 10-month (August-May), 36-credit-hour program offering a unique and diverse curriculum designed to prepare individuals for corporate finance,

More information

RUSSELL REAL ESTATE ADVISERS, INC.

RUSSELL REAL ESTATE ADVISERS, INC. RUSSELL REAL ESTATE ADVISERS, INC. Part of Russell Investments 1301 Second Avenue, 18 th Floor Seattle, WA 98101 206-505-7877 WWW.RUSSELL.COM March 19, 2015 The following Brochure Supplements provide information

More information

Work Experience Guidelines For Eventual Award of the CFA Charter

Work Experience Guidelines For Eventual Award of the CFA Charter Work Experience Guidelines FOR THOSE CANDIDATES WHO WERE REGISTERED BEFORE THE 2005 EXAMINATION YEAR AND WHO BECOME A REGULAR MEMBER BY 1 JULY 2007, THE FOLLOWING REQUIREMENTS AND WORK EXPERIENCE GUIDELINES

More information

The CAIA Program: The smartest investment you can make.

The CAIA Program: The smartest investment you can make. The CAIA Program: The smartest investment you can make. High standards. Superior results. Success in today s complex world of alternative investments demands a strong foundation of knowledge and an unwavering

More information

FRM Financial Risk Manager

FRM Financial Risk Manager FRM Financial Risk Manager FRM Certification The Financial Risk Manager (FRM) is the certification recognized among financial risk professionals worldwide, with 17,673 FRM holders in 90 countries across

More information

Study investments, corporate finance, advanced economic theory, financial markets and much more in the MS in Finance online and on-campus program.

Study investments, corporate finance, advanced economic theory, financial markets and much more in the MS in Finance online and on-campus program. MS in Finance MS in Finance A Smart Investment in Your Future Earn an MS in Finance online or on campus from Southern New Hampshire University and position yourself for greater success in the world of

More information

PPM Competency Profiling

PPM Competency Profiling PPM Competency Profiling 1 What we do... Our strength comes from the expertise of our people, the structure of our processes, the scale of our operation and our years of experience in providing learning

More information

Welcomed into CFA Institute University Recognition Program

Welcomed into CFA Institute University Recognition Program Bucharest University of Economic Studies in Romania Faculty of Finance, Insurance, Banking and Stock Exchange DAFI Master of Financial Management and Investments Welcomed into CFA Institute University

More information

BUSINESS SCHOOL SINCE 1995. Post Graduate Certificate Program- Global Financial Markets (PGCP-GFM) By National Stock Exchange POWER YOUR POTENTIAL

BUSINESS SCHOOL SINCE 1995. Post Graduate Certificate Program- Global Financial Markets (PGCP-GFM) By National Stock Exchange POWER YOUR POTENTIAL BUSINESS SCHOOL SINCE 1995 Post Graduate Certificate Program- Global Financial Markets (PGCP-GFM) By National Stock Exchange POWER YOUR POTENTIAL Brochure 2016 Program Background The World Bank has predicted

More information

Traff Asset Management BROCHURE SUPPLEMENTS ADV PART II

Traff Asset Management BROCHURE SUPPLEMENTS ADV PART II BROCHURE SUPPLEMENTS BROCHURE SUPPLEMENT JASON D. TRAFF This Brochure Supplement provides information about Jason D. Traff that supplements the Traff Asset Management ADV Part II Brochure. If you have

More information

CBRE CAPITAL ADVISORS. Financial Analyst Programme

CBRE CAPITAL ADVISORS. Financial Analyst Programme CBRE CAPITAL ADVISORS Financial Analyst Programme 2015 AGENDA CBRE & Capital Advisors The Opportunity What Next? 2 CBRE GRADUATE ANALYST CBRE IN THE UK UK SUMMARY KEY FACTS/HIGHLIGHTS 15* offices Over

More information

BF in International Finance SWISS QUALITY EDUCATION, INTERNATIONAL NETWORK AND PERSONALIZED MENTORING. www.gbsge.com

BF in International Finance SWISS QUALITY EDUCATION, INTERNATIONAL NETWORK AND PERSONALIZED MENTORING. www.gbsge.com SWISS QUALITY EDUCATION, INTERNATIONAL NETWORK AND PERSONALIZED MENTORING SWITZERLAND SPAIN RUSSIA KAZAKHSTAN UNITED ARAB EMIRATES SAUDI ARABIA USA BACHELORS MASTERS CFA DOCTORATES www.gbsge.com BF in

More information

Finance & Investment Programs. Advance Your Career in the World of Finance. explore. experience. expand. Business, Management & Legal

Finance & Investment Programs. Advance Your Career in the World of Finance. explore. experience. expand. Business, Management & Legal explore. experience. expand. getty rm (95605642) Need to purchase alamy rm (AG9621) Need to purchase Business, Management & Legal Finance & Investment Programs Advance Your Career in the World of Finance

More information

EE ALL IDES A GLOBAL NETWORK OF FINANCIAL INFORMATION, BUSINESS INTELLIGENCE, PEOPLE AND IDEAS

EE ALL IDES A GLOBAL NETWORK OF FINANCIAL INFORMATION, BUSINESS INTELLIGENCE, PEOPLE AND IDEAS >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> A GLOBAL NETWORK OF FINANCIAL INFORMATION, BUSINESS INTELLIGENCE, PEOPLE AND IDEAS EE ALL IDES WELCOME / / / / / / / / / / / / / / / / / / / / /

More information

Technical Analysis: Certificate Launch Seminar

Technical Analysis: Certificate Launch Seminar Technical Analysis: Certificate Launch Seminar http://scatc.sca.ae www.sca.gov.ae scauae sca.uae sca_uae About the event: The Securities and Commodities Authority is sponsoring the first official introduction

More information

ECONOMICS. What can I do with this major?

ECONOMICS. What can I do with this major? ECONOMICS What can I do with this major? ECONOMICS Specialties Include: Micro Macro and Monetary Financial International Industrial Organizational Demographic or Labor Natural Resource and Environmental

More information

Chartered Financial Analyst (CFA) Frequent Asked Questions

Chartered Financial Analyst (CFA) Frequent Asked Questions Chartered Financial Analyst (CFA) Frequent Asked Questions 1. How old is CFA Certification? The Journey of CFA starts with establishment of, the Financial Analysts Federation (FAF) in 1947. So the journey

More information

EXECUTIVE MBA PROGRAM

EXECUTIVE MBA PROGRAM EXECUTIVE MBA PROGRAM INTERNATIONAL EXECUTIVE MASTER OF BUSINESS ADMINISTRATION #1 EMBA GLOBALLY FOR CAREER PROGRESS 2012, 2013, 2014, 2015 THE FINANCIAL TIMES EMBA RANKING BENEFITS FOR YOUR CAREER EMBA

More information

Investment Management and Financial Analysis (MIM)

Investment Management and Financial Analysis (MIM) 2014-2015 Creighton University Catalog 1 Investment Management and Financial Analysis (MIM) Program Director: Dr. Randy Jorgensen Program Office: Harper Center Graduate Study in Investment Management and

More information

Certificate Program in Finance and Accounting

Certificate Program in Finance and Accounting Certificate Program in Finance and Accounting Understanding the Language of Business Program Overview Certificate Program in Finance and Accounting Understanding the Language of Business The ability to

More information

RUSSELL INVESTMENT MANAGEMENT COMPANY

RUSSELL INVESTMENT MANAGEMENT COMPANY RUSSELL INVESTMENT MANAGEMENT COMPANY Part of Russell Investments 1301 Second Avenue, 18 th Floor Seattle, WA 98101 206-505-7877 WWW.RUSSELL.COM March 19, 2015 The following Brochure Supplements provide

More information

MSc in Finance and Investment1

MSc in Finance and Investment1 THE UNIVERSITY OF EDINBURGH PROGRAMME SPECIFICATION FOR MSc in Finance and Investment1 1) Awarding Institution: The University of Edinburgh 2) Teaching Institution: The University of Edinburgh (Business

More information

October 2015 2015 FINANCIAL COMPENSATION SURVEY

October 2015 2015 FINANCIAL COMPENSATION SURVEY October 2015 2015 FIACIAL COMPESATIO SURVEY Letter from the President As premier professional organizations for investment professionals in our region, CFA Society Madison and CFA Society Milwaukee are

More information

M.S. Finance. Upon completion of the program, graduates are expected to:

M.S. Finance. Upon completion of the program, graduates are expected to: M.S. Finance The Master of Science in Finance degree program prepares students for career advancement in a variety of managerial and professional positions in a wide range of firms. As a result of the

More information

Northern Illinois University. Report to the University Assessment Panel Fall 2007

Northern Illinois University. Report to the University Assessment Panel Fall 2007 Northern Illinois University Report to the University Assessment Panel Fall 2007 Program: EdD in Instructional Technology The Doctor of Education program in Instructional Technology prepares students to

More information

RUSSELL IMPLEMENTATION SERVICES INC.

RUSSELL IMPLEMENTATION SERVICES INC. RUSSELL IMPLEMENTATION SERVICES INC. Part of Russell Investments 1301 Second Avenue, 18 th Floor Seattle, WA 98101 206-505-7877 WWW.RUSSELL.COM March 19, 2015 The following Brochure Supplements provide

More information

BROCHURE SUPPLEMENTS (ADV PART 2)

BROCHURE SUPPLEMENTS (ADV PART 2) BROCHURE SUPPLEMENTS 2015332 1 BROCHURE SUPPLEMENT BRADFORD A. EVANS This brochure supplement provides information about Bradford A. Evans that supplements the Heartland Advisors, Inc. Brochure (ADV Part

More information

MA in Finance and Investment online. Study an online MA in Finance and Investment in partnership with the Quality Label awarded Uninettuno University

MA in Finance and Investment online. Study an online MA in Finance and Investment in partnership with the Quality Label awarded Uninettuno University London School of Business Finance ONLINE online Study an online in partnership with the Quality Label awarded Uninettuno University Shaping success in business & finance Class profile The connects you

More information

Central Banks Operations from Academics Perspective Introduction

Central Banks Operations from Academics Perspective Introduction Central Banks Operations from Academics Perspective Introduction Prof. Dr. Rolf Tilmes Dean, EBS Business School Managing Director, EBS Executive Education GmbH 17 November 2010, Frankfurt Euro Finance

More information

CFA INSTITUTE RESEARCH CHALLENGE OFFICIAL RULES 2017

CFA INSTITUTE RESEARCH CHALLENGE OFFICIAL RULES 2017 CFA INSTITUTE RESEARCH CHALLENGE OFFICIAL RULES 2017 17 RULE 1: INTRODUCTION AND GENERAL PROVISIONS 3 1.1 CONFLICTS OF INTEREST... 3 1.2 PLAGIARISM... 3 1.3 USE OF REPORTS... 3 RULE 2: TEAMS4 2.1 TEAM

More information

Description of Designations Held by The Colony Group Personnel

Description of Designations Held by The Colony Group Personnel Description of Designations Held by The Colony Group Personnel Accredited Estate Planner (AEP ) The AEP designation is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognized

More information

Guidelines for Doctoral Programs in Business and Management

Guidelines for Doctoral Programs in Business and Management Guidelines for Doctoral Programs in Business and Management Version EIASM EDAMBA, September 15 th, 2015 Background to this document The EIASM and EDAMBA have long standing traditions and experiences with

More information

SPONSORSHIP OPPORTUNITIES

SPONSORSHIP OPPORTUNITIES SPONSORSHIP OPPORTUNITIES Reach hundreds of key financial and investment decision makers with a sponsorship in CFA Society Pittsburgh! Our goal is to generate more recognition and networking opportunities

More information

Michael Sedlak, CFP, CFA, CEPA, MBA

Michael Sedlak, CFP, CFA, CEPA, MBA Item 1: Cover Page Michael Sedlak, CFP, CFA, CEPA, MBA Golden Trail Advisers, LLC Managing Member of Golden Trail Advisers LLC www.golden-trail.com mikes@golden-trail.com 11S270 Jackson Street Suite 101

More information

Business Associate Program Class of 2016

Business Associate Program Class of 2016 A TRUSTED ADVISER AND STRATEGIC PARTNER TO CLIENTS WORLDWIDE Wellington Management LLP Tracing our roots to 1928, Wellington Management Company LLP is one of the world s largest independent investment

More information

Table of Contents. The faculty and staff of the finance program look forward to working with you and helping you explore this dynamic program.

Table of Contents. The faculty and staff of the finance program look forward to working with you and helping you explore this dynamic program. Master of Finance Table of Contents Penn State s Online Master of Finance...3 Why Penn State...4 Master of Finance Curriculum...5 On-Campus Residency Experience...6 Your Application Portfolio...7 For More

More information

Helping shape your future Chartered Financial Analyst (CFA)

Helping shape your future Chartered Financial Analyst (CFA) www.pwc.com/me Helping shape your future Chartered Financial Analyst (CFA) PwC s Academy 2014 Contents About PwC s Academy 1. About PwC s Academy 2 2. About the CFA 4 3. Getting qualified 5 4. Our CFA

More information

True Financial Analysts Know CFA is the One of the Best Investments That Does Not Depreciate.

True Financial Analysts Know CFA is the One of the Best Investments That Does Not Depreciate. INTRODUCTION TO CFA Since its introduction, the Chartered Financial Analyst (CFA) charter has become one of the most respected and recognized professional credentials in the world. Earning the CFA charter

More information

Accounting Programs Faculty of Business and Economics

Accounting Programs Faculty of Business and Economics Accounting Programs Faculty of Business and Economics About the presenter DR CATRIONA LAVERMICOCCA DEPUTY HEAD OF DEPARTMENT OF ACCOUNTING AND CORPORATE GOVERNANCE Professional background working as a

More information

Evolutionary different.

Evolutionary different. Evolutionary different. 2010 COREALCREDIT BANK AG, Frankfurt am Main Design: LinusContent AT A GLANCE COREALCREDIT is the real estate financier assisting real estate professionals in Germany with flexibility,

More information

Course Description. Professor Name DeenKemsley. Professor Title Professor. Professor Bio

Course Description. Professor Name DeenKemsley. Professor Title Professor. Professor Bio Course Name:ACCN 7130 Credits:3 Class Contact:8 hours a day for 4 days; 2 hours a day for 2 evenings; 4 hour final assessment This course is designed to teach students the elements of using financial statement

More information

Siemens AG Supply Chain Management Entry Level Programs Project Future Your application

Siemens AG Supply Chain Management Entry Level Programs Project Future Your application Siemens AG Corporate Human Resources CHR CU CSCM Mr. Markus Kreysa St.-Martin-Straße 76 81541 Munich phone: +49 89 636 25 447 e-mail: recruiting.cscm@siemens.com Your application Take the initiative and

More information

CAIA Level II. Advanced Core Topics in Alternative Investments. 2nd Edition

CAIA Level II. Advanced Core Topics in Alternative Investments. 2nd Edition Brochure More information from http://www.researchandmarkets.com/reports/3060314/ CAIA Level II. Advanced Core Topics in Alternative Investments. 2nd Edition Description: "The CAIA certification program

More information

YourPortfolio101.com. 2011 Guide Guide. In the Jungle of Finance Professional Certifications. Page 2

YourPortfolio101.com. 2011 Guide Guide. In the Jungle of Finance Professional Certifications. Page 2 Page 2 Page 2 YourPortfolio101.com 2011 Guide Guide In the Jungle of Finance Professional Certifications. In time of crisis, one is looking for an edge over competition. During the last three years, the

More information

Jennifer Salerno Campus Relationship Manager Credit Suisse Campus Recruiting phd.recruiting@credit-suisse.com

Jennifer Salerno Campus Relationship Manager Credit Suisse Campus Recruiting phd.recruiting@credit-suisse.com To all Ph.D. and Quantitative Master's Degree students: In our last communication to you, we announced that Credit Suisse posted several full-time and summer opportunities through your University's Career

More information

MScF in International Finance SWISS QUALITY EDUCATION, INTERNATIONAL NETWORK AND PERSONALIZED MENTORING. www.gbsge.com

MScF in International Finance SWISS QUALITY EDUCATION, INTERNATIONAL NETWORK AND PERSONALIZED MENTORING. www.gbsge.com SWISS QUALITY EDUCATION, INTERNATIONAL NETWORK AND PERSONALIZED MENTORING SWITZERLAND SPAIN RUSSIA KAZAKHSTAN UNITED ARAB EMIRATES SAUDI ARABIA USA BACHELORS MASTERS CFA DOCTORATES www.gbsge.com MScF in

More information

The Guide to PMI and the PMP. Rev 2 Philips Excellence Project Management Practice

The Guide to PMI and the PMP. Rev 2 Philips Excellence Project Management Practice The Guide to PMI and the PMP Rev 2 Philips Excellence Project Management Practice Contents Philips Excellence & The Project Management Practice What is the Project Management Institute (PMI)? What is the

More information

Center for Doctoral Studies in Economics (CDSE) PhD Programs in Business, present our Economics other and exchange ideas."

Center for Doctoral Studies in Economics (CDSE) PhD Programs in Business, present our Economics other and exchange ideas. Center for Doctoral Studies in Economics (CDSE) TRAINING TOMORROW S The Center for Doctoral Studies in Economics (CDSE) administers the PhD program at the OUTSTANDING Department of Economics. RESEARCHERS

More information

CFA Society of Houston Membership Meeting Agenda. December 2, 2009 12:00 PM 1:30 PM

CFA Society of Houston Membership Meeting Agenda. December 2, 2009 12:00 PM 1:30 PM CFA Society of Houston Membership Meeting Agenda December 2, 2009 12:00 PM 1:30 PM 1 Introduction Meeting Agenda Jim Jordon, President Board activities and membership Scholarship Program Investment Research

More information

For young managers. UBIS University of Business and International Studies

For young managers. UBIS University of Business and International Studies GROUP ONLINE MBA For young managers UBIS University of Business and International Studies 45/47 A Rue de Lausanne, 1201 Geneva, Switzerland T : +41 (0) 22 566 23 01 F : +41 (0) 22 732 62 83 Email :MBA@ubis-geneva.ch

More information

1. Participation and Judging Criteria

1. Participation and Judging Criteria FINAL PROPOSAL GUIDELINES Final Proposals are due Friday, March 18, 2016 by 6:00PM The Proposal describes your project to our panel of judges and makes the case for why your team should receive an award

More information

TIMOTHY E. JARES. 501 20th Street - CB #128 e-mail: tim.jares@unco.edu Greeley, CO 80639 OBJECTIVE

TIMOTHY E. JARES. 501 20th Street - CB #128 e-mail: tim.jares@unco.edu Greeley, CO 80639 OBJECTIVE ATTACHMENT A VITA SUMMARY TIMOTHY E. JARES University of Northern Colorado (970) 351-2347 (office) Monfort College of Business (MCB) (970) 590-7796 (cell) 501 20th Street - CB #128 e-mail: tim.jares@unco.edu

More information

Innovation Challenge Programme

Innovation Challenge Programme Innovation Challenge Programme The Innovation Challenge Programme is a proven method of building your organisation s innovation capability. It uses a competition framework to teach 10 to 50 participants

More information

Chartered Financial Analyst Examination

Chartered Financial Analyst Examination Chartered Financial Analyst Examination Exam Review Programs Offered by 7city in New York www.7city.com Extra help is at hand According to CFA Institute,the key to success is preparation. We have several

More information

WHY SHOULD I USE A FINANCIAL ADVISOR?

WHY SHOULD I USE A FINANCIAL ADVISOR? The relationship between you and your financial advisor is an important one, and there are questions you should ask before proceeding. As with any important personal decision, you should devote time to

More information

Project Management Professional (PMP) Examination Content Outline

Project Management Professional (PMP) Examination Content Outline Project Management Professional (PMP) Examination Content Outline Project Management Institute Project Management Professional (PMP ) Examination Content Outline Revised August 2011 Published by: Project

More information

Financial Statement Analysis and Securities Valuation

Financial Statement Analysis and Securities Valuation From the Zicklin School of Business AN EXECUTIVE MS PROGRAM Financial Statement Analysis and Securities Valuation Newman Vertical Campus at 24th Street & Lexington Avenue Message from the Academic Director

More information

Discover Viterbi: Financial Engineering Professor Petros Ioannou USC Viterbi School of Engineering

Discover Viterbi: Financial Engineering Professor Petros Ioannou USC Viterbi School of Engineering Discover Viterbi: Financial Engineering Professor Petros Ioannou USC Viterbi School of Engineering February 26, 2013 WebEx Quick Facts Will I be able to get a copy of the slides after the presentation?

More information

CFA Institute Contingency Reserves Investment Policy Effective 8 February 2012

CFA Institute Contingency Reserves Investment Policy Effective 8 February 2012 CFA Institute Contingency Reserves Investment Policy Effective 8 February 2012 Purpose This policy statement provides guidance to CFA Institute management and Board regarding the CFA Institute Reserves

More information

Securing the best financial services talent for your business

Securing the best financial services talent for your business Securing the best financial services talent for your business The power of people Offices globally About Cobalt Recruitment Cobalt Recruitment was set up in London over a decade ago to provide specialist

More information

Graduate Business Programs SDSU College of Business Administration. MBA Program of Study Worksheet. Finance Specialization

Graduate Business Programs SDSU College of Business Administration. MBA Program of Study Worksheet. Finance Specialization Graduate Business Programs SDSU College of Business Administration MBA Program of Study Worksheet Finance Specialization Program of Study Worksheet: MBA Finance Specialization The MBA requires a 30 48

More information

WHY YOU SHOULD HIRE A CFA CHARTERHOLDER

WHY YOU SHOULD HIRE A CFA CHARTERHOLDER WHY YOU SHOULD HIRE A CFA CHARTERHOLDER Well regarded Canadian employers seek out finance professionals who have earned the CFA designation. Improve your competitive advantage by tapping into this rich

More information

BBA in Oil & Gas Management SWISS QUALITY EDUCATION, INTERNATIONAL NETWORK AND PERSONALIZED MENTORING. www.gbsge.com

BBA in Oil & Gas Management SWISS QUALITY EDUCATION, INTERNATIONAL NETWORK AND PERSONALIZED MENTORING. www.gbsge.com SWISS QUALITY EDUCATION, INTERNATIONAL NETWORK AND PERSONALIZED MENTORING SWITZERLAND SPAIN RUSSIA KAZAKHSTAN UNITED ARAB EMIRATES SAUDI ARABIA USA BACHELORS MASTERS CFA DOCTORATES www.gbsge.com BBA in

More information

L INDEN & C OMPANY WHAT YOU EXPECT RESPONSIBILITY. INVOLVEMENT. JUDGMENT. QUALITY. PERSPECTIVE. TRANSPARENCY.

L INDEN & C OMPANY WHAT YOU EXPECT RESPONSIBILITY. INVOLVEMENT. JUDGMENT. QUALITY. PERSPECTIVE. TRANSPARENCY. WHAT YOU EXPECT RESPONSIBILITY. You look for the executive who will play an influential role in determining and guiding your company s direction and development in the years to come. INVOLVEMENT. Selecting

More information

John Cook School of Business http://slu.edu/x13227.xml

John Cook School of Business http://slu.edu/x13227.xml John Cook School of Business http://slu.edu/x13227.xml The School of Business was founded in 1910 as a distinct unit of Saint Louis University, one of the first schools in the American West to provide

More information

Manages A$96 billion in currency across the company at 31 December 2012

Manages A$96 billion in currency across the company at 31 December 2012 State Street Global Markets Manages currency for MLC (since 2000) Manages A$96 billion in currency across the company at 31 December 2012 Currency management team is located in Boston, USA Highly sophisticated

More information

The Beginners Guide to Select Your Career MBA or CFA or FRM 2013, EduPristine

The Beginners Guide to Select Your Career MBA or CFA or FRM 2013, EduPristine The Beginners Guide to Select Your Career MBA or CFA or FRM Business Largest & Authorized training provider for international certifications like CFA, FRM, PRM in India Pioneer and leader in skill oriented

More information

SPECIAL EDUCATION COORDINATOR POSITION DESCRIPTION

SPECIAL EDUCATION COORDINATOR POSITION DESCRIPTION ORGANIZATION POSITION LOCATION REPORTS TO ENVISION SCHOOLS COLORADO SPECIAL EDUCATION COORDINATOR DENVER, CO VICE PRINCIPAL BACKGROUND SPECIAL EDUCATION COORDINATOR POSITION DESCRIPTION Envision Schools

More information

Adams State College Graduate School and School of Business Proposed Masters of Business Administration

Adams State College Graduate School and School of Business Proposed Masters of Business Administration Adams State College Graduate School and School of Business Proposed Masters of Business Administration Overview of the Proposed Program: Name of Program: Business Administration Degree Type: Masters of

More information

TU General Education courses (18) College Specific required courses (7)

TU General Education courses (18) College Specific required courses (7) DEPARTMENT OF BANKING AND FINANCE BACHELOR OF SCIENCE IN BANKING AND FINANCE Program Description The B.Sc. Banking and Finance degree program is intended to train professionals for the storing and protecting

More information

PMP Passport. Project Management Passport. Ireland s Premier Project Management Certification Authority

PMP Passport. Project Management Passport. Ireland s Premier Project Management Certification Authority PMP Passport Passport The passport to what every project manager needs to know in order to successfully pass the PMP exam is presented in this four-day course. Students gain an understanding of how the

More information

Your future after AAT

Your future after AAT Your future after AAT Trust Kaplan to take you where you want to go Building futures one success story at a time 1 Accountancy Our expertise Kaplan is a market leader in the delivery of accountancy training

More information

A PLACE FOR PEOPLE GOING PLACES

A PLACE FOR PEOPLE GOING PLACES GRADUATE DEGREES The architectural curves of Bloch Executive Hall underscore a popular saying at the school: The path of innovation is never a straight line. A PLACE FOR PEOPLE GOING PLACES Innovation

More information

DeBondo Capital Limited Presents FRANKFURT STOCK EXCHANGE : LISTING OVERVIEW

DeBondo Capital Limited Presents FRANKFURT STOCK EXCHANGE : LISTING OVERVIEW DeBondo Capital Limited Presents FRANKFURT STOCK EXCHANGE : LISTING OVERVIEW TABLE OF CONTENTS 2 DEBONDO CAPITAL - INTRODUCTION THE GERMAN STOCK MARKET THE FSE LISTING PROCESS DEBONDO SERVICES DEAL FLOW

More information

Kulig Financial Advisors PO Box Longmeadow, MA (413)

Kulig Financial Advisors PO Box Longmeadow, MA (413) Kulig Financial Advisors PO Box 60474 Longmeadow, MA 01116 (413) 565-2839 nkulig@kuligfinancial.com www.kuligfinancial.com Carrie Nola Kulig, CFA, CFP Investment Advisor Representative Form ADV Part 2B

More information

A Comparison of National Certifications Across School Professionals

A Comparison of National Certifications Across School Professionals PURPOSE The NBPTS is an independent, nonprofit, nonpartisan organization created in 1987, whose purpose is to improve student learning in America s schools by developing a new system of advanced voluntary

More information

CAPSEE Conference September 19, 2014

CAPSEE Conference September 19, 2014 CAPSEE Conference September 19, 2014 Widening gaps only make filling positions more difficult 65% of job openings will require at least some postsecondary education by 2020. 1 96% of higher ed leaders

More information

REGISTER AT IIF.COM/TRAINING

REGISTER AT IIF.COM/TRAINING IIF EXECUTIVE PROGRAM ON PRIVATE BANKING AND WEALTH MANAGEMENT Evolving Wealth Transformation in Dynamic Growth Markets November 16-17, 2015 Singapore IN COOPERATION WITH COURSE DESCRIPTION IIF EXECUTIVE

More information

Riley College of Education and Leadership Ed.D. Administrator Leadership Student Performance on Program Major Assessments

Riley College of Education and Leadership Ed.D. Administrator Leadership Student Performance on Program Major Assessments Ed.D. Administrator Leadership Student Performance on Program Major Assessments Percentage of EdD Administrator Leadership Candidate Scores by Major Assessment in the Unacceptable, Acceptable, and Target

More information

Master of Public Policy

Master of Public Policy Master of Public Policy Understand today. Shape tomorrow. Hertie School of Governance founded and supported by Welcome The Hertie School of Governance is an international teaching and research centre of

More information

Steinbach & Partner Executive Consultants

Steinbach & Partner Executive Consultants Steinbach & Partner Executive Consultants Driven by Vision www.steinbach-partner.com Steinbach & Partner The wider view We...... are working in Executive Search and Management Consulting since 1984...

More information

Master in Finance. Economics. Corporate Finance. Part-time berufsbegleitend. Financial management. Risk Management. Mergers and Acquisitions

Master in Finance. Economics. Corporate Finance. Part-time berufsbegleitend. Financial management. Risk Management. Mergers and Acquisitions master in finance Part-time berufsbegleitend Master in Finance Financial management Risk management Capital Markets and Asset Pricing Economics Risk Management Management Control Systems Applied Credit

More information

Peter Miller Robert Hofmann, CFP Paulette Greenwell, CFA, MBA Mark Frombach, CFA, MBA Susan Arnold Ryan Crooks, MBA Tucker Schade Lori Blum

Peter Miller Robert Hofmann, CFP Paulette Greenwell, CFA, MBA Mark Frombach, CFA, MBA Susan Arnold Ryan Crooks, MBA Tucker Schade Lori Blum 1835 Market Street, Suite 500 Philadelphia, PA 19103 215-981-1030 The Following Investment Committee Members are presented in this Supplement. Peter Miller Robert Hofmann, CFP Paulette Greenwell, CFA,

More information

Preparatory Course for Chartered Alternative Investment Analyst (CAIA ) Examination

Preparatory Course for Chartered Alternative Investment Analyst (CAIA ) Examination Preparatory Course for Chartered Alternative Investment Analyst (CAIA ) Examination > > Kaplan Financial and Kaplan Schweser an unbeatable combination in CAIA training > > Schweser study materials including

More information