CFA Society Toronto’s Post

Well done to Jeremy Wik, CFA, Jonathan (Jonny) So, CFA and Andre De Gregorio, CFA for passing the CFA Level 3 exam and earning the #CFA designation!   Your dedication and commitment to excellence are an asset to Palisades and the investment community. Kudos to you for this outstanding accomplishment.   Click the link to see the full exam results and learn more about their achievement: https://lnkd.in/gUgZU8ia #investments #cfa #cfalevel3 #bloomberg

Value investing. Watch the full video, 👉https://lnkd.in/drp3_k8U Mr. Vikas Agrawal, Mr. Samit Vartak, CFA #aifpms #aif #pms #aiffunds #pmsfunds #aifperformance #pmsperformance

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

Nice to receive a certificate to show off my Charted Fellow status with The Chartered Institute for Securities & Investment (The CISI) This will look good on the office wall alongside my Certified Financial Planner™️ and Chartered Wealth Manager ones. #cisi #chartered #fellow #cfppro

As most of you know, being a CFA Charterholder and going through the CFA Program comes with it’s unique set of challenges. Keep pushing forward and lean on our community for help! ___ #cfasocietydfw #cfainstitute #investmentmanager #cfaprogram #financeprofessional #investmentdecisionmaker #investmentdecisionmakers #financecommunity

Thrilled to have cleared the NISM X-A (Investment Adviser Level-1) certification with a score of 74%! Excited to apply this knowledge to better serve my clients and help them achieve their financial goals. #NISM #InvestmentAdvisory

Day 117 of 120: Hey everyone! Here’s the update for Day 117 of my 120-day journey preparing for the CFA Level 2 and FRM Part 1 exams scheduled for August. CFA Update: Started with Alternative Investments. FRM Update: Doing Practice and Revision. That’s the progress for today! More updates to come as I continue on this journey. #CFA #FRM #InvestmentBanking

A Tax-Free Savings Account (TFSA) is a popular registered investment account due to its accessibility and tax efficiency. TFSAs are versatile and can hold various investments, such as alternative investments like private real estate, and offer flexibility around withdrawals. In this month’s Insights Blog, you will learn about the fundamentals and functionality of a TFSA and how you can invest in private real estate through this investment vehicle. Click the link to read the full article. https://lnkd.in/gZGMgCXb #TFSA #PrivateRealEstate #MarketInsights #RealEstateInsights

Can't believe it's been a year since I conquered the CFA Investment Foundation exam! Grateful for the knowledge gained and the doors it's opened in the financial world. #CFA #CFAInvestmentFoundation #CFAInstitute #FinancialJourney"

Why Investment Banks Prefer CFAs? I got you covered through this post. Repost to help others. Save it for later. Ready to elevate your CFA | FRM | SCR | ESG | CAIA journey? Fintelligents and me are just a tap away 💡 I help people build a career in Finance. Book a Call now. 📞 (https://lnkd.in/dhX5KC2H) #cfa #finance #investmentbanking