CFA "Level 4" Continuing Education
The CFA Program is the most amazing set of financial knowledge available anyplace. We are
the recipients of a 70-year legacy of investment acumen contained in 18 hefty volumes. Thank you CFA Institute!
Yet, in the stress of having to remember so much for the exam, we often only gloss over topics that we would like to explore. In my prep classes, candidates often ask more more detail that go beyond the learning outcome statements (LOS). CFA exam prep class is not the place to go deeper than what you need on exam day.
So, welcome to CFA "Level 4" my take on leveraging off your CFA knowledge so that you can gain new technical and personal skills.
My Calgary series of CFA continuing education series will roll out in the spring of 2020, including half- and full-day targeted courses where you will walk away with a brand-new skill that you can use immediately.
Upcoming technical classes that extend CFA topics include:
FRA: reading and interpreting financial statements and notes to financial statements
Equity: building financial models that relate to Calgary-headquartered companies
Quantitative Methods: Monte Carlo simulation techniques in Excel
Quantitative Methods and Economics: regression analysis in Excel
Economics: using market data to reverse-engineer forward-looking expectations of tea, the equity risk premium
Upcoming soft skill classes that complement investment and finance careers:
public speaking and the use (misuse) of PowerPoint
effective networking skills
leaving social media to become better focussed and more creative
toxic work situations: when to salvage what you can and when to jump ship
Current CFA prep clients can enrol in these classes with loyalty discounts. New prospective clients are welcome to drop in for a chat to explore whether these courses might be right for you. Please contact me to arrange for a chat over coffee or something stronger.