Comprehensive course analysis
Who should attend
Portfolio managers, money managers, financial research analysts and finance and/or investment professionals wishing to obtain the CFA designation
About the course
Attain the most highly respected designation in the investment management profession.
FIU Executive Education’s CFA® Certificate Program provides a structured approach to preparing for the Chartered Financial Analyst Level 1 exam and is designed to assist candidates in mastering the Candidate Body of Knowledge (CBOK). In addition to live instruction, the program also provides supplemental study tools, including a full-length practice examination, access to recorded classroom lectures, Schweser Notes and Pro Question Bank, and Schweser 3-Day Review. The instructors are all specialists in the section of the CFA curriculum that they teach. Meet, learn from and network with many high-level professionals
- Introduction and Ethical Standards
- Quantitative Methods
- Financial Reporting and Analysis
- Corporate Finance
- Equity Investments
- Alternative Investments
- Portfolio Management
- Fixed Income
CFA Institute University Affiliation Program Florida International University is proud to be an Affiliated University in the CFA Institute’s University Affiliation Program. This special designation is granted to institutions that embed a significant portion of the CFA Program Candidate Body of Knowledge (CBOK)—including the Code of Ethics and Standards of Professional Conduct—into their curriculum. The Affiliated University designation signals that the FIU Business curriculum is closely tied to the practice of investment management and helps students prepare for the CFA® Program exams.
The CFA Institute’s members represent more than 100 countries and the proliferation of Charterholders is a reflection of the global investment profession, with virtually every type of investment professional at every type of investment firm represented by the charter..
A former investment officer and portfolio manager for numerous depository institutions and trust departments, Mark Del Pezzo has performed consulting work for registered investment advisors, family offices, broker dealers, trust departments and depository institutions. He is an expert in many are...
As co-founder of WealthEngage, Eddy is responsible for investment decisions, the planning process and the overall direction of the firm. Engaging and empathetic, he helps successful individuals address complex financial situations that impact their lives and their families. His overriding object...
As president and chief operating officer, Alyssa is responsible for corporate matters, strategic planning, human resources, and new product development. In addition, Alyssa is responsible for managing the day-to-day activities and operations of the firm as well as overseeing risk management, incl...
Education PhD, Business Administration University of Nebraska, Lincoln, Nebraska Master, Business Administration University of Nebraska, Lincoln, Nebraska Bachelor, Engineering Indian Institute of Technology, Kanpur, India Areas of Expertise Banking and Bank Management Capital Budgeting Corpor...
Guillermo Rodriguez Gonzalez-Valadez, CFA, is currently Regional Director, Latin America and Head of U.S. Offshore at WisdomTree Asset Management. Before WisdomTree, Mr. Rodriguez was Managing Director of Actinver, the largest independent asset management firm in Mexico, responsible for Alternati...
Karl is a Portfolio Manager at MAS Advisors implementing and maintaining discretionary and non-discretionary accounts for institutional clients and select high net worth clients. He acts as the liaison for institutional clients with investment managers, subadvisors, asset allocators and underlyi...
Jimmy Moy is a manager at Deloitte, where he began his career and where he has provided tax consulting and compliance services to clients in the investment management industry, primarily to private equity and hedge funds. With a growing interest in investment management, he decided to pursue the ...
Jim Ulseth has been working in the ultra-high net worth advisory space for over a decade. Most recently he served as the Deputy Chief Investment Officer at WE Family Offices where he managed the firm’s investment platform and capabilities across $10B in client assets. Prior to working at WE Famil...
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.