CFA Charter Felicitation at Mumbai…




Contributed by: Kunal Sabnis, CFA

The event was flagged off by Sunil Singhania, CFA who addressed the new level III pass outs on behalf on the board of governors. He welcomed them into the growing pool of CFA charter holders. Then Nitin Mehta, CFA – Managing Director EMEA, CFA Institute gave an analysis of the perception of the financial sector. He highlighted that the financial sector post the global meltdown in 2007-08 ranks very low in terms of ethical perception. The mission of the CFA Institute is to improve this perception and many efforts are taken in that regard. The focus on ethics in the CFA curriculum is unique and meant to achieve this purpose. Nitin mentioned that it takes lifetime to build a reputation hence financial professionals should take care and do nothing to tarnish their reputation. All CFA charter holders should try to maximise their investment knowledge and give something back to their profession. Volunteering is one integral part of the CFA Institute and its societies.



Jayesh Gandhi, CFA – IAIP President started with describing the efforts he made in achieving the CFA charter. He then listed the efforts taken by the IAIP towards creating value for its members. The interesting part was the variety of events conducted for building financial knowledge as well as imparting soft skills for its members. This helps members in continuing their education and enhancing their knowledge. The speaker events as well as other organised events give opportunity to young charter holders to network and build relationships while creating their presence in the financial industry. This furthers ones career interest.

Then many prospective charter holders shared their efforts while preparing for the CFA exams. Each one had a sense of achievement and congratulated each other on achieving this very important feat. Post this, an informal interactive session started along with dinner. The new level III pass outs got a flavour of the events conducted by the IAIP.

– KS

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