Career Development

Alphabet Soup – A Practical Review of the Professional Designations CFA, CAIA, FRM, CFP, CMT, CIPM

Thursday, July 18 | 6:00 PM - 9:00 PM

Loading Events
  • This event has passed.

Overview

The event will be to highlight the various financial designations: CFA, CAIA, FRM, CFP, CMT, CIPM to examine both their usefulness and the steps required for attaining them. It will begin with a moderated panel of industry practitioners who can speak to how they have found each of the designations useful in their careers and what doors they have been able to open with them. After a question and answer period for the panel, the event will move to individual tables that have been set up for each of the designations where information materials will be available and people will be at the tables to answer questions about the process of attaining the particular designation. Following this, a catered networking reception will follow.

Agenda

6:00 PM | REGISTRATION 


6:20 PM | OPENING REMARKS


6:25 PM | PRACTITIONER PANEL DISCUSSION 

Moderator
Jim Nevola, CFA, FRM, CAIA, CIPM, Business Development & Lead Investment Risk Consultant, BNY Mellon

Panelists

Marnie Owens, CFA, CMT, CAIA, CFTe, Global Head of Technical Analysis, IGM

Michael Reuben, CFA, CAIA, CFP(R), Financial Advisor, Wells Fargo Advisors

Jed Schneider, CIPM, FRM, GIPS® compliance and performance reporting, Lazard Asset Management

Andrea Urban, CFA, CAIA, Director, KPMG


7:15 PM |  PANEL Q&A


7:30 PM |  CLOSING REMARKS


8:00 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • professional goal setting
  • career development
  • educational orientation