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DTSTART;TZID=America/New_York:20260103T130000
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CREATED:20251106T161259Z
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UID:10114-1767445200-1767452400@cfanorthcarolina.org
SUMMARY:Level III Essay Writing Workshop
DESCRIPTION:Are you ready for the Level III CFA Exam? How about the Essay Portion? Knowing the best strategies and methods on how to answer essay questions is almost as important as knowing the actual CFA curriculum content\, and a lot of candidates don’t take the necessary time to prepare. \n\n\n\nPlease join Glen Holden\, Jr.\, CFA as he guides you through the essay writing process of the Level III CFA Exam. This workshop will take you through the CFA Institute Essay Grading Methodology\, Test Taking Tips\, and Pitfalls that can occur during the Level III Exam.
URL:https://cfanorthcarolina.org/event/level-iii-essay-writing-workshop-3/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members
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DTSTART;TZID=America/New_York:20260110T130000
DTEND;TZID=America/New_York:20260110T143000
DTSTAMP:20260524T005928
CREATED:20251106T161102Z
LAST-MODIFIED:20251106T161103Z
UID:10112-1768050000-1768055400@cfanorthcarolina.org
SUMMARY: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 Erik Johnsen\, CFA\, CIPM\, CPA 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 2026 Level III CFA Curriculum Volume 5\, Module 1-4: \n\n\n\nRecommend practices and procedures designed to prevent violations of the Asset Manager Code. \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.
URL:https://cfanorthcarolina.org/event/level-iii-ethics-workshop-2/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members
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DTSTART;TZID=America/New_York:20260115T190000
DTEND;TZID=America/New_York:20260115T203000
DTSTAMP:20260524T005928
CREATED:20251106T160830Z
LAST-MODIFIED:20251106T160831Z
UID:10110-1768503600-1768509000@cfanorthcarolina.org
SUMMARY:Overview of the Global Investment Performance Standards (GIPS)
DESCRIPTION:Come join Kim Cash\, CFA\, CAIA\, CIPM\, CSCP a specialist in GIPS compliance consulting\, verification\, and education as she breaks down the GIPS Standards portion of the Level I CFA Curriculum. \n\n\n\nIf you’re a CFA Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®)\, or if you’re looking to learn how to best apply the GIPS Standards or get the most out of them for your firm and clients\, then this event is for you. \n\n\n\nThe GIPS Standards were referenced in the SEC’s marketing rule for investment advisors 26 times\, and private fund presentations are now required by FINRA to show GIPS compliant capital funding ratios. With practical lessons for every skill level and expertise\, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals.
URL:https://cfanorthcarolina.org/event/overview-of-the-global-investment-performance-standards-gips-4/
CATEGORIES:Candidate Focused Event,Special Invitation for CFANC Members
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