getting ahead with the gold standard in the industry ahead … · highest standards of ethics,...

Enrique F. Fausto, CFA Research Analyst Deutsche Regis Partners, Inc.

Getting Ahead with the Gold Standard in the Industry

CFA Society Philippines 2

What am I doing here?


What do I want to be when I grow up?


?

CFA Society Philippines

WHAT IS THE CFA CHARTER?

•  Since 1963, the CFA (Chartered Financial Analyst) Charter has been recognized as the top globally recognized investment 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 for

certain licenses

If you’re looking for a passport to the world of investment

and finance, earning the CFA charter could be the most important move you make in your career.

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Benefits of the

•  Deep knowledge in finance ~ “MBA”

•  Globally-recognized credential and community

•  Chance to prove to myself that

“I can do it.”

THE CFA PROGRAM

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“Among the countless finance degrees around the world, the Chartered Financial Analyst qualification has become the gold standard.” Financial Times 13 August 2010

THE CFA CHARTER

A mark of distinction and globally recognized professional credential in the investment management industry

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Courtesy of Rip Payne


CFA CHARTER: THE GOLD STANDARD

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160,000 professionals in 166 countries

More than 425 universities around the world incorporate the CFA curriculum into their degree programs

Graduate-level investment credential

Recognized by regulatory bodies as a proxy for certain licensing requirements


THE CFA EQUATION

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+ Level I, II, III exams

4 years experience

CFA Charter + =Bachelor’s

degree


THE THREE LEVELS OF THE CFA EXAM

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LEVEL I LEVEL II LEVEL III

Ethics & Professional Standards

•  Quantitative •  Economics •  Financial Reporting

& Analysis •  Corporate Finance

Investment Tools •  Equity Investments •  Fixed Income •  Derivatives •  Alternative

Investments

Asset Classes • Portfolio

Management •  Wealth Planning

PM & Wealth Planning

Application Synthesis

Knowledge


THE VALUE OF THE CHARTER

CFA Program Benefits

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GOLD STANDARD UNMATCHED EXPERTISE

GLOBAL PASSPORT CAREER RESOURCES

STRONG ETHICAL FOUNDATION

PRESTIGIOUS NETWORK


21% EMEA Members: 34,657 CFA Program Registrations: 58,370 Societies: 40

60% AMERICAS Members: 95,798 CFA Program Registrations: 87,954 Societies: 91

19% ASIA PACIFIC Members: 29,694 CFA Program Registrations: 172,865 Societies: 20

More than 160,000

members in 166

countries; 151 member

societies

GLOBAL REACH


GROWING DEMAND FOR THE CFA CHARTER Candidate exam registration


Leads the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society

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+ Educated, ethical investment

professionals = Financial markets

that reflect CFA Institute beliefs

Global financial markets that serve the public interest


OUR STRATEGY AND OUTCOMES

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Educated, ethical

members at top positions

Deliver Member Value

High standards of entry &

professionalism

Develop Future Professionals

Regulations that align firms and

clients

Build Market Integrity

CFA Society Philippines28


WHAT CAN I DO WITH THE CFA CHARTER?

Charterholder employment by primary investment practice

.

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WHAT CAN I DO WITH THE CFA CHARTER?

Charterholder employment by title

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MEMBERS WORK FOR …

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*As of October 2016


TOP GLOBAL EMPLOYERS OF CHARTERHOLDERS

• Bank of America Merrill Lynch • BlackRock • Citigroup • Credit Suisse • HSBC • JP Morgan Chase • Morgan Stanley Smith Barney • RBC • UBS • Wells Fargo

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EMPLOYERS SEEK OUT THE CFA CHARTER

“Enrollment in or completion of a CFA designation [program] would be an asset”

-Investment Banking Analyst, Goldman Sachs, 2010

“Completed [the CFA Program] or working towards CFA designation is advantageous”

- Analyst, BlackRock, 2010

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* Listings from CFA Institute JobLine


3 exams

CFA® Program

Portfolio & wealth management

Institutional investing

Investment analysis

4 years 2 exams

CIPM® Program

Risk management

Financial planning

Manager search and selection

Investment analysis

Client relations

Two years

Ethics

Investment roles

Overview of the global investment industry

Investment Foundations™

Program

One exam NA

See program details at www.cfainstitute.org/programs

CFA Credentialing Programs


SOCIAL MEDIA

Twitter ̶ twitter.com/cfainstitute Facebook ̶ facebook.com/CFAInstitute LinkedIn ̶ linkedin.com/company/cfa-institute

Sina Weibo (China) ̶ e.weibo.com/cfainst Seeking Alpha ̶ seekingalpha.com FT Alphaville Long Room ̶ ft.com

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CFA Institute maintains an active and growing social media presence on:


BLOGS Enterprising Investor Inside Investing Market Integrity Insights

www.blogs.cfainstitute.org

•  Written by subject matter experts with deep industry knowledge •  Expert analysis and perspective on economics, emerging

markets, derivatives and more…

getting ahead with the gold standard in the industry ahead … · highest standards of ethics,...

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