CFAOC retweeted
A majority of investors with advisers would like personalized products and would be willing to pay for them. Find out what else investors want in return for their trust in our latest report. cfainst.is/3rBQcjc
#CFAInstitute #Trust #Finance #FinancialServices
CFAOC retweeted
#Cryptoasset prices vary among markets. Can local #regulations and #tax considerations explain the differences? #ARXCFAInstitute cfainst.is/3qVE9MC
CFAOC retweeted
This is your opportunity to shape the future of the investment management industry. Our three-part event series is designed to deliver knowledge and professional connections to help you think beyond the horizon.
Register today. cfainst.is/30xEV98
#AlphaSummit
CFAOC retweeted
Check out the latest piece from @CFAInstituteCEO, "The financial path to a sustainable world," published today in the print edition of The Guardian and online: bit.ly/3C4UEcH #SustainableInvestingCampaign
CFAOC retweeted
From #ESG and #diversity to insider trading and reporting, our content experts explore timely issues in financial regulation and other issues affecting the global #capitalmarkets. Read the blog: bit.ly/2Ze1KOW #AVoiceforValues
CFAOC retweeted
Whether you’re a CFA Institute member or Program candidate, our self-administered quizzes are designed to test ethical awareness and knowledge on a range of topics such as transparency and client interactions. 📝 bit.ly/3nFdovw #AVoiceforValues
CFAOC retweeted
“I think that there is nothing worse for someone of integrity than to question his honesty.”
🔎 Explore the full story of a CFA Institute member who left his employer and the series of ethical missteps that ensued: cfainst.is/3Hk5UWs #AVoiceforValues
CFAOC retweeted
Designed for #investment professionals, the second edition of our #Ethics in Practice Casebook features 100 thought-provoking scenarios drawn from real-world circumstances. Download the 📘 bit.ly/3GMjkKH #AVoiceforValues
CFAOC retweeted
Register for the Level I February CFA® Exam. The registration ends October 26, so secure your spot now. Register today: cfainstitute.org/en/programs…
CFAOC retweeted
On #GlobalEthicsDay2021, and every day, let’s act with prudence, adhere to the highest standards, and actively create a culture of transparency and trust.
Discover our programs and resources: cfainst.is/3aRknKK #AVoiceforValues
@carnegiecouncil
CFAOC retweeted
Efficiency is up when working from home. 53% of investment professionals say remote working has increased efficiency with less than 20% stating the opposite according to our recent survey on the Future of Work. Read the initial report today cfainst.is/3yHrGP6
#futurework
CFAOC retweeted
In a recent study, 65% of CFA Institute members shared that they believe there will be a rise in the general level of taxation to finance government economic relief programs.
Read the latest report from CFA Institute on the impact of the COVID-19 crisis
cfainst.is/3CeSfgO
CFAOC retweeted
Want to know what @Paul_Smith told students at our @ResearChallenge in Boston this week? Check out some excerpts by visiting: cfa.is/RCPaul #ResearchChallenge
CFAOC retweeted
Congratulations to all of the participating students in the 15th annual CFAOC SMIF RFP Competiton. CFA Society Orange County (CFAOC) CFA Institute Jake Abbott, CFA Paisley Nardini, CFA Ramin Modiri, CFA Dominic Nolan, CFA Krista Zipfel, CFA …lnkd.in/gyh7HuJ
CFAOC retweeted
What can CFA Society Orange County and the CFA Institute do for you?
goo.gl/q3rsZK
CFAOC retweeted
About to share my vision for how we can create a more inclusive culture in our industry @PIMCO @CFAOC @USTrust @BankofAmerica
CFAOC retweeted
Congratulations to Chapman University for winning the Local Investment Research Challenge!! @CFAinstitute @ChapmanU #researchchallenge
CFAOC retweeted
#FamilyOffice discussion tomorrow: Building a practice for today’s emerging #HNW clients. 12 PM EST: cfa.is/2mBbhr7
#Wealth17
CFAOC retweeted
Minus 0.87%! Record low for 2-year govt #bonds in #Germany as signs of stronger #growth / #inflation offset by #Eurozone #political concerns




















