Tag: CFA

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Careers Events General

CFA Society Vancouver Presents: CFA Program and Careers in Finance – April 4th, 11:30 am

Special Guest: Manny Bassi, CFA Director, National Accounts (BC & Yukon Regions) with Scotiabank
Date: Thursday April 4, 2024
Time: 11:30am – 12:30pm
Location: UBC Henry Angus Building, ANGU 237

Hosted by CFA charterholder Manny Bassi, CFA, this special event will give you the opportunity to gain insight in pursuing a career in finance, as well as 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
  • Information about UBC Sauder’s CFA Exam Prep course offerings

Register now via COOL!

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Careers Events

UBC CFA Exam Prep Info Session – Wednesday March 13, 11am PT

Often called the “language” of finance, Financial Reporting & Analysis is not only a foundational module in the CFA Program – but also one the most difficult to digest and most heavily-weighted topics.

Join Darren Degraaf (a non-practicing CPA, who passed the professional accounting exams in both the U.S. and Canada) in this preview lecture.

Date: Wed Mar 13, 2024, 11am – 12pm PT

Location: HA437 (Session will also be streamed on Zoom)

This session will cover:

  •     Depreciation/inventory methods
  •     Financial statement analysis
  •     Accounting irregularities (and how to deal with them)
  •     Network with professionals who share your passion and discover how the CFA program can open doors to new horizons in your finance career.
  •     Information on the UBC CFA Exam Bootcamps

RSVP Now for the Event!

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Careers Events

UBC CFA Exam Prep Info Session – Wednesday January 31, 11am PT

The CFA Standards of Professional Conduct outline ethical guidelines for CFA candidates. Whether you’re considering the CFA exam or want to deepen your knowledge key CFA topic areas, this session, led by award-winning instructor and highly experienced CFA charterholder Darren Degraaf, CFA, MAFM, CPA (not in public practice), PRM, will equip you with the insights and expertise to navigate the world of finance and hopefully pick up a few “tips n tricks” to help you perform even better on game day.

Date: Wed Jan 31, 2024, 11am – 12pm PT

Location: HA296 (Session will also be streamed on Zoom)

This session will cover:

  •     Integrity, professionalism, and client-focused conduct.
  •     Diligence, avoiding conflicts of interest, and contributing to market integrity.
  •     Ethical behavior, transparency, and the maintenance of trust in the financial industry.
  •     Network with professionals who share your passion and discover how the CFA program can open doors to new horizons in your finance career.
  •     Information on the UBC CFA Exam Bootcamps

RSVP Now for the Event!

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Careers Events

UBC CFA Exam Prep Info Session: Exploring Fixed Income and More! – Wednesday December 6, 4pm PT

Date: Wed Dec 6, 2023, 4pm – 5pm PT

Location: HA237 (Session will also be streamed on Zoom)

Description:

Whether you’re considering the CFA exam or want to deepen your knowledge of fixed income markets, this session, led by award-winning instructor and highly experienced CFA charterholder Darren Degraaf, CFA, MAFM, CPA (not in public practice), PRM, will equip you with the insights and expertise to navigate the world of finance and hopefully pick up a few “tips n tricks” to help you perform even better on game day. This session will cover:

  • Learn how much content overlap there is between COMM 298 and other finance courses vis-a-vis the CFA curriculum. You’ll be surprised!
  • See how the rigorous curriculum designed was designed to build a comprehensive understanding of fixed income securities.
  • Learn about how fixed income as you understand it from school within the broader finance landscape.
  • Network with professionals who share your passion for mastering the fixed income market.
  • Discover how the CFA program can open doors to new horizons in your finance career (read: internships).
  • Information on the UBC CFA Exam Bootcamps

Register now to reserve your spot!

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Careers Events

UBC CFA Exam Prep Info Session: Exploring Private Capital and More! | Wed Sep 27, 4pm PT

Date: Wed Sep 27, 2023, 4pm – 5pm PT

Location: HA437 (Session will also be streamed on Zoom)

Description:

As a CFA candidate looking to broaden your knowledge and explore new horizons, this session, led by award-winning instructor and highly experienced CFA charterholder Darren Degraaf, CFA, MAFM, CPA (not in public practice), PRM, will equip you with the insights and expertise to navigate the world of private capital effectively and hopefully pick up a few “tips n tricks” to help you perform even better on game day.

In addition to the topics above, you will also learn about the UBC CFA Exam Bootcamp, designed to elevate your exam preparation with providing a thorough review of core concepts by way of exclusive lecture notes and practice questions to ensure you’re fully prepared for the CFA exam.

Register now to reserve your spot!

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Events

Online Event | Exploring CFA’s Evolving Landscape – Digital Assets, Private Capital, and More! – Thu Aug 24, 11:30am PT

Date: Thursday August 24, 2023, 11:30am – 12:30pm PT

Location: Zoom (link will be sent to RSVPs before the event)

Join us for an insightful webinar that delves into the exciting realm of alternative investments within the CFA curriculum. Led by expert instructor, Darren Degraaf, this session will explore the latest additions and modifications to the CFA learning modules, focusing on key topics such as digital assets, private capital, natural resources, and hedge funds.

The session will navigate through the dynamic landscape of digital assets and their potential as alternative investments. Discover how private capital markets are evolving and learn about the strategies employed by successful investors in this space. Gain valuable insights into the critical role natural resources play in diversifying investment portfolios and understand the key considerations for investing in hedge funds.

In addition to the topics above, you will also learn about the UBC CFA Exam Bootcamps, designed to elevate your exam preparation with providing a thorough review of core concepts by way of exclusive lecture notes and practice questions to ensure you’re fully prepared for the CFA exam.

Register now to reserve your spot!

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Careers Events

Online Event | UBC Sauder CFA Exam Prep Information Session – Thu Apr 6, 11:30am PT

Preparing for the Chartered Financial Analyst (CFA®) exams can be daunting. Join Darren Degraaf, UBC instructor and CFA® charterholder, to learn about UBC CFA Exam Prep designed to help you master the skills to succeed on exam day.

Date: Thursday April 6, 2023
Time: 11:30am – 12:30pm PT
Location: Online (Zoom)

Register for the event now. 

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Careers Events

CFA Society Presents “Careers in Finance” Discussion – March 9th, 12:30 pm

Special Guest: Manny Bassi, CFA Director, National Accounts (BC & Yukon Regions) with Scotiabank, Patrick Lau, CFA Director of Finance and Treasury and Daniel Gardiner, CFA Vice President with KPMG’s Corporate Finance Division

Date: Thursday March 9, 2023

Time: 12:30pm – 1:30pm

Location: UBC Henry Angus Building, HA 235

Hosted by CFA charterholders Manny Bassi, Patrick Lau and Daniel Gardiner, this special event will give you the opportunity to gain insight in pursuing a career in finance, as well as 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
  • Information about UBC Sauder’s CFA Exam Prep course offerings

RSVP now on COOL!

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Categories
Careers Events

CFA Society Presents “Careers in Finance” Discussion – November 17th, 12:30pm

Special Guest: Manny Bassi, CFA Director, National Accounts (BC & Yukon Regions) with Scotiabank and Yoel Tewelde, MBA Senior FX Dealer with Global Reach Group

Date: Thursday November 17, 2022

Time: 12:30pm – 1:30pm

Location: UBC Henry Angus Building, HA 237

Hosted by CFA charterholder Manny Bassi, CFA and Yoel Tewelde, MBA, this special event will give you the opportunity to gain insight in pursuing a career in finance, as well as 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
  • Information about UBC Sauder’s CFA Exam Prep course offerings

RSVP now on COOL!

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Categories
Careers Events

Online Event | UBC Sauder CFA Exam Prep Information Session – Wed Oct 26, 4:30pm PT

Preparing for the Chartered Financial Analyst (CFA®) exams can be daunting. Join Darren Degraaf, UBC instructor and CFA® charterholder, to learn about UBC CFA Exam Prep designed to help you master the skills to succeed on exam day.

Date: Wednesday October 26, 2022
Time: 4:30 – 5:30 pm PT
Location: Online (Zoom)

Register for the event now. 

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