Allison Adams’ Post

Thanks Dennis Chiuten, CFA

We had a #CandidTalk with a few of our Charterholder members and here’s what Shivani Chopra, CFA had to say about her CFA Program journey. Learn more: https://cfainst.is/3Q33jXx

✨ Spotlight on Excellence! ✨ We are excited to showcase Narisa Hosein, CFA, one of our distinguished CFA Charterholders, as part of our initiative celebrating their outstanding achievements and leadership in the financial industry. Continue to follow along as we highlight the stories of these incredible professionals and the value of the CFA designation. More inspiring profiles to come! Guardian Asset Management Guardian Group #CFAInstitute #CFACharterholder #CFAJourney #CFACommunity #CFASTT #GuardianAssetManagement #GuardianGroup #GAMISL #FinanceLeadership

Exciting News from the bValue team! 🎉 We’re proud to share that Patryk Jagliński has officially passed the Level III exam of the CFA Program, solidifying his expertise in finance and investment management. 💼 Patryk Jagliński is already the 3rd team member to pass all the three exams on the first try, following Leszek Orlowski and Marcel Animucki. If you’re considering taking the exam or are currently preparing for one, see below the insights on what works well from Patryk’s personal experience. 💡 #CFAProgram #Finance #InvestmentManagement #CharteredFinancialAnalyst

The CFA Society Los Angeles PORTFOLIO Conference is always one of the year's best. Whether you're an investor, wealth manager, or just passionate about financial trends, this event is a must-attend. 🔗 Register now to secure your spot! ➡ Event details in comments #Finance #Investment #WealthManagement #FixedIncome #Venturedebt #CFA #Networking #PORTFOLIO2024

I did a thing! I am happy (and kind of proud to be honest) that I invested some time and energy to dive into the world of #PrivateEquity. Thanks to the great coaches of Wharton Online and Wall Street Prep, I got the chance to learn from worldwide leading industry experts and expand my skills in fields such as #LBOmodelling #DueDiligence #PrivateEquityInvesting and #CorporateValuation. I am looking forward to leverage these skills to help #FinancialInvestors as well as #StrategicInvestors in making sound #investment decisions!

🚨 Important update for CFA candidates! 🚨 In 2024, both Level 1 and Level 2 are going through significant changes. It's crucial to stay informed about these updates to prepare effectively. Christopher Wiese sheds light on these changes in this interview by Urmi Hossain, CFA #CFA #Level1 #Level2 #Changes2024 #FinancialProfessionals #StayInformed

BRAVO Hermano👊👏👏👏 A powerful path that needs icons, we have spoken of these challenges and ALL of the pitfalls rushing at celebrities. A much needed program, and more-so a trusted leader to generate an honest space, in what is a VERY difficult topic to deal with, when all of a sudden you make it and the lights are on! #MoneyInTheMaking

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I’m proud to share that I’ve complete my Post Grad in Securities Markets (Specialization in Investment Advisory) from National Institute of Securities Markets (NISM) with a score of 9.80 CGPA and Outstanding (O) overall grade. Cheers to this roller coaster ride of emotions and excitement and cheers to my friends and family who helped me stay motivated during this course. Still a long way to go before starting my investment advisory practice, but this marks the beginning of the journey to empower investors get financially independent and live their life's full potential. #nism #pgp #investmentadvisory #financialindependence