【3月13日活动】如何通过CFA考试

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中国CFA考试网

你是否在纠结CFA考试适不适合你?CFA Charterholder在哪些领域更多更需要?或者你已报名六月的CFA考试,但却不知如何下手?如何安排时间,如何复习最有效率?不知通过与否是如何决定的?如果你的答案是Yes,那就不要错过3月13日的CFAA/DePaul KFC携手推出一年一度的CFA考试复习专场活动!

此次活动分两个环节:在第一个环节里,我们请到了Jeanne Murphy, CFA Institute的Director of Curriculum Development 来揭秘CFA教材和考试都是如何设计的,CFA适合哪些领域哪些职位,分数和通过率如何决定。第二个环节,我们安排了4位去年刚刚通过CFA各级考试的investment professionals来和大家进行roundtable discussion。他们会和大家分享他们的复习心得,你也有机会向他们面对面提问。还犹豫什么,快快报名吧!

Session I – KeynoteSpeech

Panelists Bio:

Jeanne Murphy is Director, Curriculum Development with CFA Institute. Curriculum Development oversees the planning and development of the courses of study for the CFA Program, the CIPM Program, and Claritas. Prior to joining the institute in July 2014, Ms. Murphy was the Founder Managing Partner of Acuity Investment Consulting Partners, an independent investment consulting firm serving the needs of tax-exempt institutions and family offices; served as a senior member of the investment team at Grosvenor Capital Management here in Chicago, where she established an independent risk management function integrating traditional risk management concepts into the construction of fund of hedge fund portfolios; and worked for 10 years with Towers Watson, building their research and consulting capabilities in the alternative investment space, and consulting with endowment and defined benefit plan sponsor clients across the full investment cycle.

She has broad, multi-faceted expertise across a range of complex investment issues including portfolio management, asset allocation, risk management, manager structure, and manager selection and monitoring, and has developed specialized expertise in alternative investments.

A published author and experienced presenter at industry events, Jeanne holds MBA as well the CFA, CAIA and CFP designations.


Session II – Roundtable Discussion on Exam Preparation

This round table session brings together 4 CFA members who just passed CFA exam recently to share their experience on exampreparation. You will have the opportunity to talk with them and ask specificquestions about your exam preparation. Participants include:

  • William Liu – Assistant Vice President, Bank of America Merrill Lynch (Passed CFA Level I in 2014)

  • Rita Chen – Senior Analyst at CRSP, University of Chicago (Passed CFA Level II in 2014)

  • Jen Bao - Associate, Economic and Valuation Services, KPMG (Passed CFA Level II in 2014)

  • Pengjun Shen -Investment Analyst, Morningstar Investment Management (Passed CFA Level III in 2014)


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