Hey guys
Congratulations to all who cleared. I passed as well and my boss wants to send a mail to the whole team. He asked me for some concise points about the programme and I requesting you guys for some briefers. I work in a credit divison in a bank analyzing financial statement and conducting risk analysis to determine working capital lending relation with clients
Any help? Few points would do
https://www.cfainstitute.org/programs/cfaprogram/Pages/index.aspx
Read thru and it has few bits that you need.
I agree with kgsgp and PiratesSayARRR: do use the narrative from the CFA links they shared (you might want to cite it - out of an abundance of ethical caution), but also consider sharing with your boss your personal view on how it has changed you. I know it has changed my knowledge base, ability to research, and perspective on investments…
Be sure you don’t write something like one of the ethic question gimme’s:
I passed Level 3 of the CFA, and am now able to make better investment decisions than those who have not passed all 3 exams. I suggest we change the marketing by-line of our firm to “Gram’s a CFA, so we’re better than our competitors who don’t have one.”