Author Archives: Celine Li

Online Event | UBC CFA Exam Prep Workshop: Portfolio Management – March 25th, 4:30pm PT

UBC CFA Level 1 Exam Workshop – Portfolio Management

Date: Thursday March 25, 2021
Time: 4:30 – 5:30pm PT
Location: Online (Zoom)

Special Guest: Mike Keyrouz, CFA

Hosted by UBC Sauder CFA Exam Prep Program, with special guest and UBC CFA Instructor, Mike Keyrouz, this special workshop will give you the opportunity to learn about the Chartered Financial Analyst (CFA) designation, the UBC CFA Exam Prep Program, and a workshop on one of the hot topics of the CFA curriculum: Portfolio Management.

RSVP now on COOL.

The Zoom link will be sent to all RSVPs one day before the workshop.

Online Event | Boost Your Career with CFA Program Event – March 4th, 12:30pm PT

CFA Institute and CFA Society Vancouver are pleased to invite you to an exclusive webinar – specially tailored for your university – about boosting your career during summer 2021.

Event description:

  • A brief introduction to CFA Society Vancouver
  • An overview of the CFA Program and recent cutting-edge curriculum enhancements in AI/Machine Learning and ESG integration
  • Details on how to study for and pass CFA Level I during the forthcoming summer recess and get a meaningful edge with employers during final year full-time recruiting
  • Overview of the highest-profile CFA charterholder alumni in the region
  • Key job roles of the overall CFA charterholder alumni body in the region
  • Map of local test centers in your Province for your late August CFA Exam and overview of all 239 North America metro areas with CFA Exam test centers

Speakers:

  • Karim Allibhai, CPA, CA, CFA, Financial and Tax Planning Specialist, Odlum Brown Limited
  • Yoel Tewelde, FX Dealer, Global Reach Financial Solutions
  • Merridith Kauten, CAE, Manager, University Relations, Americas, CFA Institute
  • Wanda K. McClenahan, CAE, Director, University Relations, Americas, CFA Institute

Event and registration details: https://global.cfainstituteevents.org/event/4aa591a3-3909-418a-813a-5eb1ec5af61e/summary

Reminder – Online Event | CFA Society Presents “Careers in Finance” Discussion – November 3rd, 12:30pm

As a reminder, the Careers in Finance Discussion event hosted in collaboration with the CFA Society will be held on Tuesday, November 3rd, 12:30 pm.

Hosted by CFA charterholder Karim Allibhai, CPA, CA, CFA, MBA, and Yoel Tewelde, MBA, this special event will give you the opportunity to learn about the Chartered Financial Analyst (CFA) designation, a credential that has been described by the Financial Times (Aug 2010) as the “gold standard” among finance degrees around the world.

  • Learn about how to become a CFA
  • Gain an understanding about a day-in-the-life of a CFA
  • Find out about future employment opportunities in finance in Vancouver, and beyond
  • And information about UBC Sauder’s CFA Exam Prep courses

To attend the session, save the date and join the session via the Zoom link posted on COOL.



Online Event | CFA Society Presents “Careers in Finance” Discussion – November 3rd, 12:30pm

Tuesday November 3, 2020: 12:30pm – 1:45pm, Online via Zoom

Hosted by CFA charterholder Karim Allibhai, CPA, CA, CFA, MBA, and Yoel Tewelde, MBA, this special event will give you the opportunity to learn about the Chartered Financial Analyst (CFA) designation, a credential that has been described by the Financial Times (Aug 2010) as the “gold standard” among finance degrees around the world.

  • Learn about how to become a CFA
  • Gain an understanding about a day-in-the-life of a CFA
  • Find out about future employment opportunities in finance in Vancouver, and beyond
  • And information about UBC Sauder’s CFA Exam Prep courses

To attend the session, save the date and join the session via the Zoom link posted on COOL.