Who's Who CFA Catalogue April 2007

8/22/2019 Who's Who CFA Catalogue April 2007

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CFA - the Ultimate Distinction inInvestment Management Profession

A globally recognized designation of professional excellenceconferred by CFA Institute

First awarded in 1963 in the USA to 268 investment analysts

More than 120,000 investment professionals from more than160 nations enrolled for the 2007 examinations

Global network of more than 76,000 charterholders


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Benefits of the CFA Program

Competitive AdvantageDemonstrates your firms commitment to knowledge and highethical standards

Meets investors selection criteria for the firms and individualswho manage their financial assets

Global ReputationThe global investment community at large recognizes the CFAdesignation as a symbol of professional excellence.


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ABN Amro

Allianz AG

Bank of America Corporation

Barclays Group

BMO Financial Group

CIBC

Citigroup

Credit Suisse Group

Deutsche Bank Group

Fidelity Investments

The Goldman Sachs Group

HSBC

ING Group NV

JP Morgan Chase &Co

Lehman Brothers

Marsh & McLennanCompanies inc

Mellon Financial Corporation

Merrill Lynch & Co, Inc

Morgan Stanley

PriceWaterhouseCoopersInternational Ltd

Royal Bank of Canada

Scotiabank Group

TD Bank Financial Group

UBS

Wachovia Corporation

Employers with Largest Numbers of CFACharterholders


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CFA Institute Mission

To lead the investment profession globally by setting thehighest standards of ethics, education, and professionalexcellence.


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CFA Institute Members

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CFA Institute Members IndustryClassification (% )

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Investment Banking

Investment/ Mutual Fund

Banking

Other

Consulting Firm

Insurance

Foundation

Government/ Reg. Agency


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CFA Romania

A fast growing professional Society with 64 regular and affiliatemembers working in banking, insurance, investments, andindustrial companies;

One of the 134 member societies of CFA Institute in 55

countries around the world;

A recognized voice in the investments field.

CFA Romania - Our Mission

To establish and promote the highest educational andprofessional standards in the professional practices of financialanalysis investment management, securities analysis and othersimilar professions (collectively, the Investment Decision-Making Process), according to the Code and standards.


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CFA Romania - Our Values

Professional Excellence

Integrity

Strength of Community and Cooperation

Volunteer Service


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Achieving Our Goals: Excellence

Organize seminars and workshops on various topics of interestto investment professionals in Romania;

Invite guest speakers from the US and Europe to lecture on hot

topics in finance in front of Romanias top experts;

Deliver educational information on the CFA program tomembers and candidates;

Raise standards of education and competence on the financialindustry in Romania;

Offer at least 5 scholarships every year to CFA candidates;

Develop a library with educational materials and books;


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Achieving Our Goals: Integrity

All CFA charterholders abide to a strict code of professionaland ethical standards;

Their conduct is monitored directly and continuouslyby the Society, while each members signs annually aprofessional conduct statement;

CFA Institute Performance Presentation standards gain growingglobal acceptance, being recognized as the national standardin many countries.


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Achieving Our Goals: Cooperation

Most of our programs address the investment communityas a whole;

Through members and CFA candidates, we extend our reach totop employers in Romania;

We recognize and encourage the strength of cooperationbetween investment professionals in Romania.


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Achieving Our Goals: Volunteering

CFA Romanias activity and management, like those of the CFAInstitute, rely on volunteer contribution from its members;

Giving back to the profession - the core of our beliefs andpractice;

Our volunteers take active stances on advocacy issues, trainingprograms, seminars, conferences, and management of theassociation.


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Annual Events Plan

CFA Charter Award ceremony

Annual Meeting

Speaker retainer conferences, including webcasts

Forecast dinner

Post-exam party

Scholarships for the CFA exams candidates.


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How to Contact Us

Websitehosted on the CFA Institutes site (www.cfainstitute.org)

AddressNerva Traian 7, Bl. M66, apt. 27, sector 3

Contact personEmilia Bunea, President of CFA Institute

E-mail: [email protected]

Mobile: 0040723165511

Documents

Who's Who CFA Catalogue April 2007