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DTSTART;TZID=America/New_York:20230715T130000
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DTSTAMP:20260419T094335
CREATED:20230530T151712Z
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UID:5681-1689426000-1689440400@cfanorthcarolina.org
SUMMARY:CFA Exam Level I Accounting Review Workshop
DESCRIPTION:Financial Statement Analysis is the largest topic at Level I with an exam weight range of 13% – 17%. Many Level I candidates have a difficult time with this topic due to the breadth of accounting knowledge required for this section. \n\n\n\nPlease join Brian Cronin\, CFA for a workshop designed to dive directly into the exam material by covering approximately forty questions across all ten learning modules. The workshop will review questions involving the income statement\, balance sheet\, cash flow statement\, along with financial analysis techniques\, inventory methods\, income taxes\, financial reporting quality\, and applications of financial statement analysis.
URL:https://cfanorthcarolina.org/event/cfa-exam-level-i-accounting-review-workshop/
CATEGORIES:Candidate Focused Event,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/05/General_1-8.png
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DTSTART;TZID=America/New_York:20230722T130000
DTEND;TZID=America/New_York:20230722T143000
DTSTAMP:20260419T094335
CREATED:20230508T141758Z
LAST-MODIFIED:20230508T141759Z
UID:5660-1690030800-1690036200@cfanorthcarolina.org
SUMMARY:CFA Exam Level III Ethics Workshop
DESCRIPTION:Professions can only exist within an industry when those acting with transparency\, integrity\, candor\, and trust reach a critical mass. Come join Ken Yee\, CFA\, CPA\, JD as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct and its relationship to the Asset Manager Code within the Level III CFA Curriculum. \n\n\n\nThis discussion will follow CFA Institute’s Learning Outcome Statements for 2023 Level III CFA Curriculum Study Session 15 Reading 31\, 32\, 33 and Study Session 16 Reading 34: \n\n\n\n\nDescribe the structure of the CFA Institute Professional Conduct Program and the disciplinary review process for the enforcement of the CFA Institute Code of Ethics and Standards of Professional Conduct.\n\n\n\nExplain the ethical responsibilities required by the Code and Standards\, including the sub-sections of each standard.\n\n\n\nDemonstrate a thorough knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct by interpreting the Code and Standards in various situations involving issues of professional integrity.\n\n\n\nRecommend practices and procedures designed to prevent violations of the Code and Standards.\n\n\n\nEvaluate practices\, policies\, and conduct relative to the CFA Institute Code of Ethics and Standards of Professional Conduct.\n\n\n\nExplain how the practices\, policies\, or conduct does or does not violate the CFA Institute Code of Ethics and Standards of Professional Conduct.\n\n\n\nExplain the purpose of the Asset Manager Code and the benefits that may accrue to a firm that adopts the Code.\n\n\n\nExplain the ethical and professional responsibilities required by the six General Principles of Conduct of the Asset Manager Code.\n\n\n\nDetermine whether an asset manager’s practices and procedures are consistent with the Asset Manager Code.\n\n\n\nRecommend practices and procedures designed to prevent violations of the Asset Manager Code.
URL:https://cfanorthcarolina.org/event/cfa-exam-level-iii-ethics-workshop/
CATEGORIES:Candidate Focused Event,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/05/General_1-1.png
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DTSTART;TZID=America/New_York:20230729T130000
DTEND;TZID=America/New_York:20230729T143000
DTSTAMP:20260419T094335
CREATED:20230508T142103Z
LAST-MODIFIED:20230530T152615Z
UID:5662-1690635600-1690641000@cfanorthcarolina.org
SUMMARY:CFA Exam Level II Fixed Income Workshop
DESCRIPTION:Are you ready for the Level II CFA Exam? How about the Fixed Income section? While Fixed Income at Level II is only 10% – 15% of the exam there’s a lot of complex quantitative material to digest that can feel overwhelming if you have not seen it before. Are you ready to answer questions on forward interest rates\, how to price a bond using a variety of different valuation methodologies\, as well as discuss yield curves\, credit spreads\, and credit default swaps? \n\n\n\nPlease join Peter Stutz\, CFA as he helps prepare you for the fixed income section of the Level II CFA Exam. This workshop will take you through some key concepts as well as provide you with 30-40 exam-type questions covering each of the five learning modules. Mr. Stutz will work through solutions to these problems and provide test taking tips specific to the fixed income portion of the exam.
URL:https://cfanorthcarolina.org/event/cfa-exam-level-ii-fixed-income-workshop/
CATEGORIES:Candidate Focused Event,Virtual
ATTACH;FMTTYPE=image/png:https://cfanorthcarolina.org/wp-content/uploads/2023/05/General_1-2.png
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