private company valuation files/mycfa.pdf · 2015. 6. 5. · online networking & social media...

43
My CFA: Online Professional Development Resources Online Networking & Social Media Education Department Asia Pacific Region

Upload: others

Post on 24-Aug-2020

2 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

My CFA:

Online Professional Development Resources

Online Networking & Social Media

Education Department

– Asia Pacific Region

Page 2: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Highlights of some key

Online Learning & Research Resources

and

Online Networking Opportunities

in CFAInstitute.org & My CFA

For more info or additional copies of this material, please contact

Education Department, Asia Pacific Regional Office:

Sam Lum [ [email protected] ]

Ian Wong [ [email protected] ]

2

Page 3: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

EBSCO – Journals & trade magazine articles: full text

getAbstract – 5-page book summaries

CFA NewsBrief – Daily news highlights for the

investment professional

Research Resources

3

Page 4: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Academic Journals & Trade Magazines

database with full articles ( FREE for members! )

Researching a topic of interest can be fast & effective !

http://bit.ly/CFAebsco

EBSCO

Researching a topic

of interest can be fast

& effective !

4

Page 5: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Book Summaries ( FREE for members! )

http://bit.ly/CFAgAbstract

getAbstract

Only 5 minutes to get

highlights & key take-

aways of a book !

5

Page 6: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Key Financial News via eMail Daily … PC, mobile phone, iPAD, …

( FREE for all … members, clients, business associates, … ! )

CFA Institute

Daily

Financial

NewsBrief

To see full sample: bit.ly/CFAFnBsamp

Over 60,000 daily

subscribers and

growing …

Asia Pacific

version coming!

6

Page 7: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Key Financial News via eMail Daily … PC, mobile phone, iPAD, …

( FREE for all … members, clients, business associates, … ! )

To subscribe – it’s FREE

FOR EVERYONE …

members, clients,

business associates,

general public, … :

bit.ly/CFAFNBsu

7

Page 8: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Topical Webpages for each of 15 Communities of Practice

Multi-media:

Webcasts & Podcasts, Take 15 interviews, … on various topics

Webcasts & Podcasts from CFA Institute events

Webcasts & Podcasts from various Society events

Online courses

Traditional print publications available online:

Research Foundation Publications, Financial Analyst Journal,

CFA Digest, Conference Proceedings Quarterly, ….

Professional Development Resources for

CE Credit, Work / Career Needs, …

8

Page 9: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Professional Development Resources … organized by Practice Community / Specialty (GBIK Topics)

Topical web-pages: •Highlights Professional

Development Resources

on each of 15

Communities of Practice,

and

•Online access facilitates

convenient resource

retrieval

* Global Body of Investment Knowledge

9

http://bit.ly/CFAcop

Page 10: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

10

Click embedded hyperlinks to

go to CFA Institute online

Professional Development

products re: the subject.

Professional Development Resources … organized by Practice Community/ Specialty (GBIK Topics)

http://bit.ly/copPM

Page 11: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Professional Development Resources … organized by Practice Community / Specialty (GBIK Topics)

It’s interactive.

Members could

send questions or

comments…

11

Page 12: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Professional Development Resources Various Delivery Methods

Multi-media

http://bit.ly/CFAmutimediaHome

12

Page 13: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Webcasts

Enhancing the impact of

conferences, seminars, …

13

Page 14: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Webcasts & Podcasts from Society Events

around the World

http://bit.ly/CFAwebcasts

14

Expanding !

More & more

societies

taking advantage of

this distribution

channel &

contributing!

Page 15: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Take 15

Interviews

http://bit.ly/CFATake15

Short interviews on

timely relevant topics

with Industry leaders

& experts … one new

interview every week!

15

Page 16: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Online Courses

16

http://bit.ly/CFAOLCourses

Page 17: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Publications

CFA Institute member magazine

(bi-monthly)

Edited conference presentations

(quarterly)conference proceedings, published quarterly

Peer-reviewed journal (bi-monthly)

– audio summaries available for

most articles/perspectives

Books and literature reviews

Position papers and books on ethics

and standards

Short summaries of current industry

research

CFA Institute Investment Series

Foundational texts grounded in the CFA Program

Candidate Body of Knowledge

CFA Institute Investment Perspectives

Practitioner-relevant compilations designed to explore

less established concepts and knowledge of prominent

thought leaders

Reviews of books of interest to

investment practitioners

17

Page 18: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Newsletters & Communications

Newsletters

Advocacy Update – standards, ethics, and advocacy

(bi-monthly)

Financial NewsBrief – financial and investment news

(daily)

Investment Performance Measurement – practical

perspectives on global and regional issues (bi-

monthly)

Private Wealth Management – investment managers

serving private clients (bi-monthly)

Selections – featuring the latest educational content

for investment professionals (bi-monthly)

Communications

Event Update – CFA Institute educational events

Executive Update – from the CFA Institute Leadership Team

18

Page 19: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Topical Newsletters Topically Oriented “Express Education”

19

Page 20: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Selections The Monthly Newsletters highlighting

What’s New in Professional Development Resources

20

Page 21: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Practice Management Tools

Research Tools

Calculators & Simulators

Templates

Practice Tools

21

Page 22: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Practice Tools Access them on MyCFA

22

http://bit.ly/CFATools

Page 23: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Tools for Practice Management

23

Page 24: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Tools for Practice Management

24

http://bit.ly/CFAPracMgmTools

Page 25: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Tools for Practice Management Example

Request for

Proposal

Templates

25

Page 26: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Tools for Practice Management Example

Marketing &

Public

Relations

Resources

26

Page 27: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Tools for Research

27

Page 28: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Tools: Calculators & Simulators

28

Page 29: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Tools: Templates

29

Page 30: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

The Enterprising Investor Blog

Communities of Practice Webpages

GBIK* Collaborative Discussion Forum

LinkedIn – CFA Member Group

Facebook – CFA Institute Fans Page

Twitter – CFA Institute

CFA Glossary

* CFA Institute Global Body of Investment Knowledge

CFA Online Communities & Networking

30

Page 31: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Join the CFA Online Communities !

31

learning events

Page 32: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

The Enterprising Investor Blog

32

Page 33: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

The Enterprising Investor Blog

33

Page 34: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

GBIK Collaborative Discussions

Chime in and

network with

CFA’s of

similar topical

interests !

34

http://bit.ly/CFAgbik

Page 35: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

LinkedIn CFA Members Group

19,000

members &

growing …. !

35

Page 36: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Facebook CFA Institute Fans Page

65,000 fans &

growing …. !

36

Page 37: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Twitter @ CFA Institute

15,000

followers &

growing …. !

37

Page 38: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Twitter @ CFA Asia

1,300

followers &

growing …. !

38

Page 39: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

CFA Glossary

Offer your

comments &

insights …

39

Page 40: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Customize your My CFA Dashboard

.

40

Page 41: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

1. Go to

www.CFAInstitute.org

and the My CFA Login

box on the upper right

of the screen.

2. Click “Manage

Account” on the

right side of the

menu bar and

customize your

MyCFA Dashboard.

41

Page 42: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

42

Page 43: Private Company Valuation Files/MyCFA.pdf · 2015. 6. 5. · Online Networking & Social Media Education Department – Asia Pacific Region . Highlights of some key Online Learning

Education Department – Asia Pacific Region

43

For more info or additional copies of this material, please contact :

Sam Lum Director, Private Wealth & Capital Markets

[email protected]

or

Ian Wong Multimedia Producer

[email protected]