2016 university presentation

7/24/2019 2016 University Presentation

1/22

THE CFA CHARTERThe Chartered Financial Analyst Designation

The most widely known and respected investment credential in the world


2/22

ABOUT CFA INSTITUTE

CFA Institute is the global association of

investment professionals that has set the

standard for professional excellence since1947. The CFA Institute community includes

135,000 members in 150 countries around the

world.


3/22

ABOUT CFA INSTITUTE

Mission: To lead the investment profession

globally by promoting the highest standards of

ethics, education, and professional excellence

for the ultimate benefit of society.

Becoming a CFA Charterholder brings you into

an elite group of practitioners focused on globalfinancial excellence.


4/22

WHAT IS THE CFA CHARTER?

Since 1963, the CFA (Chartered Financial Analyst)

Charter has been recognized as the top globally recognizedinvestment credential since 1963

Deemed the gold standard by industry leaders and employers

A designation held by over 90,000 investment professionals in

more than 135 countries Top employers

- Regulators in 19 countries recognize the charter as a proxy forcertain licenses

If youre looking for a passport to the world of investmentand finance, earning the CFA charter could be the mostimportant move you make in your career.

4


5/22

HOW DOES THE CFA PROGRAM DIFFERFROM A GRADUATE PROGRAM?

FOCUS: While MBA programs cover abroad range of topics, the CFA Programfocuses specifically on investmentknowledge.

FORMAT: The self-study format makes iteasier for you to work full time while youearn the charter.

WORK EXPERIENCE: 48 months


6/22

GROWING DEMAND FOR THE CFA CHARTER

Candidate exam registration

0

50,000

100,000

150,000

200,000

250,000

1997 1999 2001 2003 2005 2007 2009 2011 2013 2015


7/22

CFA Institute Members by Region


8/22

CFA Program Candidates by Region


9/22

9


10/22

WHAT CAN I DO WITH THE CFA CHARTER?

Portfolio ManagerRisk ManagerCompliance

AnalysisEquityFixed IncomeAlternativesDerivatives

Corporate Finance

Academia

Financial AdvisorWealth Management

Trader / Broker

Relationship ManagerSales & MarketingInvestor Relations


11/22

GLOBAL EMPLOYMENT OPPORTUNITY


12/22

TOP 10 CFA EMPLOYERS IN MN

Ameriprise (80)

Wells Fargo (67)

US Bank (49)

Thrivent Financial (40)

Nuveen Investments (34)RBC (31)

Advantus Capital Management, Inc. (29)

Jeffrey Slocum & Associates (24)

Sit Investment Associates, Inc. (24)Parametric Portfolio Associates LLC (22)


13/22

EDUCATION + CHARTERHOLDER STATUS


14/22

Alternatives and derivativesEconomic theory

Ethics

Financial reporting

Investment (equity and fixed income) analysis

Performance measurement & evaluation

Portfolio management

Quantitative methodsRisk management

Wealth planning

WHAT WILL I STUDY?


15/22

THE THREE LEVELS OF THE CFA EXAM


16/22

THE LOWDOWN ON THE LEVEL 1 EXAM

When: You can sit for Level I during your senior year or after youhave graduated, but not sooner

Dates: Your options are the 1st Saturday of December or June

Register: Online at www.cfainstitute.org

Exam locations: Hundreds of testing centers worldwide,including Minnesota

How long to study: 300 hours over 4-5 months is considerednecessary

Cost: $450 one-time program fee + $860 exam registration(early registration costs less; late costs more)


17/22

ABOUT CFA SOCIETY MINNESOTA

Job postings

Exam review weekend

Career development

workshops Compensation survey

Member directory

LinkedIn group

Internships

Advice

CFA Institute ResearchChallenge

Attend any of 70 eventsper season

Discounts


18/22


19/22


20/22

The 2016 Local Competition

Participating Universities

Augustana UniversityBethel University

College of St. Benedict & St. John'sMinnesota State University Moorhead

North Dakota State UniversityUniversity of Minnesota

University of Minnesota, DuluthUniversity of North Dakota

University of St. Thomas

CFA INSTITUTE RESEARCH CHALLENGE

In this annual program universitystudents work in teams toresearch and analyze the stockof the publicly traded subjectcompany.

Students meet face-to-face with

company management and withtheir CFA Charterholdermentors. Each team producesan initiation-of-coverage report.

The 4-5 teams with the highestscores present and defend their

thesis to a panel of local industryveterans.

Local & regional winnersadvance to the Americascompetition and global final.


21/22

WHO IS A CFA CHARTERHOLDER?

CREDIBLE: Has demonstrated a mastery of acomprehensive body of knowledge, fulfilled four years ofon-the-job experience, and adheres to a code of ethics.

COMMITTED: Has dedicated an average of 900 hours

of study to pass all three levels of the rigorous CFAexaminations.

CURRENT: Has access to continuing education andlifelong learning resources.

CONNECTED: Is a member of a network of more than135,000 investment professionals in 150 countries.


22/22

2016 university presentation

Documents