CFA Society Greece

A Member of the CFA Institute Global Network of Societies

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 Educational event: "Quantitative Portfolio Management using information from Options Markets"

skiadopoulos2.JPGCFA Society Greece hosted an educational event on May 24th focusing on "Quantitative Portfolio Management using information from Options Markets". Professor George Skiadopoulos (Department of Banking and Financial Management at the University of Piraeus and Professor of Finance in the School of Economics and Finance at Queen Mary, University of London) delivered a presentation merging past experience with current trends on how an investor may use information from index and equity option prices for the purposes of stock selection, market timing, risk management, equity premium calculation and the prediction of future economic conditions. 
The event was a great success and more than 90 participants had the chance to attend a presentation unique in its content in the Greek market

 Visit to the Msc in Finance & Banking of AUEB

Following the acknowledgment of the "MSc in Finance and Banking for Executives (part-time)" of Athens University of Economics and Business under the University Recognition Program of CFA Institute, the President of the CFA Society Greece, Dimitris Karydas, the Vice-President, Tasos Vasiliou and the BoD Member, Loukas Dedes visited AUEB to present the CFA Program.


The presentation took place on May 17 and many MSc students and alumni as well as academics attended the event. The benefits of obtaining the CFA Charter were highlighted in conjunction with the options available for scholarships and training. The presentation generated great interest and sparked many questions, among the participants, on CFA program and its merits.​

 Visit to the American College of Greece

cfa1.jpgThe President of the CFA Society Greece Dimitris Karydas, the Treasurer Vyron Kaklopoulos and the BoD Member Loukas Dedes visited the premises of the American College of Greece (ACG-DEREE College) to present the CFA Program. 

The presentation took place on 30/03/2016 and many ACG students as well as their professors attended the event with great interest and lot of questions. The benefits of obtaining the CFA Charter were highlighted to the participants as well as their options about scholarships and training. We are sure that we will see many of them as CFA Candidates in the near future!

 Msc in Finance & Banking of AUEB acknowledged by CFAI under the University Recognition Program

We are pleased to inform you that the MSc in Finance and Banking for Executives (part-time) of Athens University of Economics and Business has been acknowledged by the CFA Institute under the University Recognition Program. This recognition is awarded to University Programs which offer a curriculum that includes a significant portion of the CFA Program Candidate Body of Knowledge.​The newly Recognized Program will be soon featured on the CFA Institute website. Students of the program will be entitled to the scholarship package offered by the CFAI.

 The New CFA Institute Brand Campaign

​​​We are pleased to share with you the launch of "A Difference That Matters", a global CFA Institute advertising campaign designed to drive greater awareness among industry firms and investors about the importance of hiring the most rigorously trained and proven investment professionals, namely CFA charterholders. Since the end of February, the campaign has been launched in print, digital, outdoor (billboards) and social media promotions across the United States, Canada, United Kingdom, China, and India. It will be gradually launched on a global basis.
 
To learn more about the brand campaignyou can also visit the following page where you can watch the videos launch​ed as part of the campaign.

 

 

 CFA Review Course 2016

13 September 2015seminar image

CFA® Society Greece, in partnership with Hellenic Banking Institute of the Hellenic Bank Association, offers a CFA® Review Course for Level I & Level II of the CFA® Program. This Review Course provides candidates with a structured, classroom-based approach to preparing for the exam. It is designed to assist candidates in mastering the Candidate Body of Knowledge® (CBOK®) and successfully completing the CFA® exams. Classes for Level I and Level II are due to start on the 24th October 2015

>> Read More

 CFA Society Greece General Meeting

13 September 2015

Dear Members, following the decision of the Board of Directors meeting, notice is hereby given that a General Meeting of Regular Members will be held on Wednesday 23th, September 2015, at 19:30 with the purpose of electing a new Board of Directors. The venue of the General Meeting will be Polis Art Café, Pesmazoglou 5 Book Gallery, Athens.

Regular Members will be called to vote for the election of 7 directors and 3 alternate directors of the Board.

Regular Members with fulfilled financial obligations who would like to nominate themselves for a position on the Board of Directors must submit their nomination by the 16th of September, 2015 by sending an email to info@cfa.gr and attaching therein a brief resume in english, up to 300 words.

Subsequently, all Regular Members will receive, via email, the list with all nominated members with their resumes, as well as the proxy statement that may be used by any Member who will not be able to attend and would like to appoint another Member to vote instead of himself at the General Meeting.

Following the General Meeting, the newly elected members will convene and elect the President, Vice-President, Secretary and Treasurer of the Board of Directors, that will  hold office for two years.

 Membership status with CFA Institute

6 July 2015

With the recent implementation of capital controls, CFA Institute understands renewing your membership will be difficult. Please be assured that your membership status with CFA Institute and CFA Society Greece will remain active through September, and we will continue to track this situation. If we near September without relief, CFA Institute will communicate again with additional options.

 7th Annual Forecast Dinner

3 April 2015

CFA Society Greece held its 7th Annual Forecast Dinner on Thursday, 2nd April 2015, at Hilton Athens Hotel. The Annual Forecast Dinner, the flagship event for all CFA Societies around the globe, has proved, for another year, an excellent opportunity to discuss current economic and market affairs and network with professionals from the financial sector. The prominent speakers, namely, Mr. Notis Mitaraki, CFA, Member of the Parliament and former Vice Minister for Development & Competitiveness, Mr. Paschalis Bouhoris, former CEO of HRAF (ΤΑΙΠΕΔ), Mr. Elias Lekkos, Chief Economist at Piraeus Bank, Mr Tasos Vasileiou, CFA, Economist and Vice President CFA Society Greece and the distinguished participants discussed Directions and Challenges for Greece and Eurozone in the QE Era” and addressed the uncertainties surrounding Greek economy, the sustainability of European Growth debt amid slow global economic growth. Participants concluded the gathering by renewing the Event for next year.

 7th Annual Forecast Dinner Announcement

31 March 2015

CFA Society Greece organises on Thursday, April 2, its Annual Forecast Dinner for a 7th consecutive year. The Forecast Dinner is the flagship event of all CFA Societies around the globe.
It gives a unique opportunity to listen to the views of leading market participants and stakeholders and it offers a forum for productive discussions and dialogue.
The theme of the 2015 forecast dinner is "Directions and Challenges for Greece and Eurozone in the QE Era”." and the distinguished speakers who will share their views, ideas and research on this topic are:

  • Notis Mitarachi, CFA Former Vice Minister of Development & Competitiveness
  • Paschalis Bouchoris - Former CEO HRADF (ΤΑΙΠΕΔ)
  • Illias Lekkos - Group Chief Economist, Piraeus Bank
  • Tassos Vasileiou, CFA - Economist, Vice President, CFA Society Greece

In addition, you'll have the opportunity to make your own forecasts, enjoy a gourmet dinner and above all to network with professionals from all disciplines of the investment profession.

 CFA Institute Research Challenge 2014-15

20 November 2014

imageThe CFA Society Greece will host the Greek heat of the CFA Institute Research Challenge 2014-15. During the Greek heat, seven teams of three to five students from ALBA Graduate Business School, Economic University of Athens, University of the Aegean, University of Macedonia, University of Patras, University of Piraeus and Panteion University will compete by analyzing the company AEGEAN AIRLINES for a place in the regional final in Amsterdam, Netherlands in 1-2 April 2015, where they will meet other teams from EMEA region. The successful team will then compete in the global final, to be held in Atlanta, Georgia, USA in 17 April 2015.

 2015 Charter Recognition Event

17 November 2014

CFA Society Greece would like to congratulate our new charterholders. Dimitris Karydas, CFA President of CFA Society Greece, Panagiotis (Notis) Mitarakis, CFA Vice Minister for Development & Competitiveness and Dr. Giuseppe Ballocchi, CFA, Partner at Optim Invest and EMEA Board of Governors member awarded the charters during the 2015 Charter Recognition event which were held in Athens in Royal Olympic Hotel.

 CFA Review Course 2015

12 October 2014

seminar imageCFA® Society Greece, in partnership with Hellenic Banking Instituteof the Hellenic Bank Association, offers a CFA® Review Course for Level I & Level II of the CFA® Program. This Review Course provides candidates with a structured, classroom-based approach to preparing for the exam. It is designed to assist candidates in mastering the Candidate Body of Knowledge (CBOK) and successfully completing the CFA® exams. Classes for Level I and Level II are due to start on the 22nd November 2014.

>> Read More

 Schweser 2015 Study Package Discount

12 October 2014

Kaplan Schweser logoSchweser is partnering with the CFA Society Greece to offer all Greek CFA candidates registered for the June 2015 exam a 15% discount on the retail prices of all study material packages and live/online instruction.

Please find more details in the Schweser brochure. In order to receive the Schweser portal's Discount code you will need to send an email to training@cfa.gr with your name and your candidate number.

 

 Will CFA become the new MBA?

22 June 2014

Will CFA become the new MBA? Article from FT.com

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 GR FOR GROWTH: funding SMEs

14 June 2014

CFA Society Greece supports the Conference "GR FOR GROWTH: funding SMEs", organised by Athens Exchange, under the auspices of the EU Greek Presidency and the EU Task Force for Greece, to be held on June 20th, 2014 at Astir Palace Resort (40 Apollonos Str. Vouliagmeni, Athens-Greece). 

The Conference will focus mainly on the important initiatives undertaken at EU level in order to facilitate SMEs' access to funding as well as the instruments offered by the Athens Exchange (ATHEX) to provide solutions to the issue of SME funding, namely the development of listed funds, the promotion of the ATHEX Bond Market and of the Alternative Market on the ATHEX for SMEs.

The conference speakers will be senior officials from the Government, the EU Commission, the EIF and Greek and international intermediaries and institutional investors, while the conference is expected to be attended by 200 -300 representatives from the local and international investment community.

Read More

 6th Annual Forecast Dinner

27 January 2014

 Friday 24th January 2014 at Hilton Athens Hotel. The Annual Forecast Dinner, the flagship event for all CFA Societies around the globe, has proved, for another year, an excellent opportunity to discuss current economic and market affairs and network with professionals from the financial sector. The prominent speakers, namely, Themistoklis Fiotakis, Senior Economist, Goldman Sachs, Fabrice Montagne, Senior European Economist, Barclays, Athanasios Vamvakidis, Head of European G10 Foreign Exchange Strategy, BofA Merrill Lynch and the distinguished participants discussed the prospects of the Developed and Emerging financial markets in the year ahead and addressed the uncertainties surrounding global economic growth.

Particular emphasis was given to the Greek economy and the sustainability of Greek debt.

 CFA Institute Research Challenge 2014

5 December 2013

The CFA Society Greece will host the Greek heat of the CFA Institute Research Challenge 2014. During the Greek heat, four teams of three to five students from the country’s leading universities and business schools will compete for a place in the regional final in Milan, Italy, in early April next year, where they will meet other teams from EMEA region. The successful team will then compete in the global final, to be held in Bangkok, Thailand, in late April 2014.

>> View Press Release in Greek

>> Read More

 CFA Review Course 2014

18 November 2013

seminar imageCFA® Society Greece, in partnership with Hellenic Banking Institute of the Hellenic Bank Association, offers a CFA® Review Course for Level I & Level II of the CFA® Program. This Review Course provides candidates with a structured, classroom-based approach to preparing for the exam. It is designed to assist candidates in mastering the Candidate Body of Knowledge (CBOK) and successfully completing the CFA® exams. Classes for Level I and Level II are due to start on the 22nd and 23rd November 2013, respectively.   

>> View Press Release in Greek

>> Read More

 June 2014 Exam Schedule (Levels I, II, and III)

 

Registration is open for June 2014 Exam. The exam schedule is as follows: 

Late July 2013

June 2014 exam registration opens

25 September 2013

First fee schedule deadline

November 2013

Supplemental study tools, including mock exams and topic-based practice assessments, become available

3 February 2014

Awareness scholarship application deadline

12 February 2014

Second fee schedule deadline

12 March 2014

Final fee schedule deadline to register for June 2014 exam

24 March 2014

Final deadline for disability and religious alternate date accommodation requests to be received by CFA Institute

14 April 2014

Test center change request deadline

Early May 2014

Exam admission tickets become available

7 June 2014

Exam day

June–July 2014

Exams graded

July–August 2014

Exam results become available

More information:

 Schweser 2014 Study Package Discount

10 November 2013

Kaplan Schweser logoSchweser is partnering with the CFA Society Greece to offer all Greek CFA candidates registered for the June 2014 exam a 15% discount on the retail prices of all study material packages and live/online instruction.

Please find more details in the Schweser brochure. In order to receive the Schweser portal's Discount code you will need to send an email to training@cfa.gr with your name and your candidate number.

 

 CFA Program Access Scholarships 2014

4 July 2013

imageCFA Institute, in collaboration with its member societies around the world, awards over 2,600 Access Scholarships to CFA Program applicants each calendar year.

The online application for the 2014 exam cycle is now available. The deadline for applications is 15 September 2013.

 

 Announcing BSAS 2013 CFA Practice Exam for Levels I, II, and III

9 May 2013

BSAS LogoOn Saturday 18 May 2013, a CFA Practice Exam will be held by CFA Society Greece in collaboration with the Boston Security Analysts Society (BSAS).

If you would like to participate in the practice exam, you must register and pay your registration fee no later than 17:00 on Thursday, May 16th. Please find more details here.

 CFA Institute Research Challenge 2013

15 March 2013

image CFA Society Greece would like to congratulate all the teams who competed in the Greek heat of the CFA Institute Research Challenge 2013.

Congratulations to the winner, Athens University of Economics & Business, who will represent Greece in the regional final in London on April 11th, 2013.

 CFA® Review Course 2013

31 October 2012

seminar image CFA Society Greece, in partnership with the Hellenic Banking Institute of the Hellenic Bank Association, offers a CFA® Review Course for Level I & Level II of the CFA® Program. This Review Course provides candidates with a structured, classroom-based approach to preparing for the exam. It is designed to assist candidates in mastering the Candidate Body of Knowledge (CBOK) and successfully completing the CFA® exams. Classes are due to start on the 24th November 2012.

 Registration for June 2013 exams

30 October 2012

examRegistration is open for June 2013 Exam. The exam schedule is as follows:

 

 

June 2013 Exam Schedule (Levels I, II, and III):

19 September 2012

First fee schedule deadline

13 February 2013

Second fee schedule deadline

13 March 2013

Final deadline to register

1 June 2013

Exam day

June–July 2013

Exams graded

July 2013

Level I & II exam results

August 2013

Level III exam results

More information:

 Schweser 2013 study packages discount

15 October 2012

Kaplan Schweser logoSchweser is partnering with the Hellenic CFA Society to offer all Greek CFA candidates registered for the June 2013 exam a 15% discount on the retail prices of all study material packages and live/online instruction.

Please find more details in the Schweser brochure. In order to receive the Schweser portal's Discount code you will need to send an email to training@cfa.gr with your name and your candidate number.

 

 December 2012 CFA Program Scholarships

23 July 2012

image The Hellenic CFA Society is pleased to announce the December 2012 CFA Scholarships Program. Hellenic CFA Society will award up to five scholarships for December 2012 Level I CFA® exam.

 

 Announcing BSAS 2012 CFA Practice Exam for Levels I, II, and III

9 May 2012

BSAS LogoOn Saturday May 19, 2012, a CFA Practice Exam will be held by the Hellenic CFA Society in collaboration with the Boston Security Analysts Society (BSAS).

If you would like to participate in the practice exam, you must register and pay your registration fee no later than 17:00 on Thursday, May 17. Please find more details here.

 CFA Program Access Scholarships 2013

17 April 2012

imageCFA Institute, in collaboration with its member societies around the world, will award Access Scholarships beginning with the 2013 exam cycle.

The online application for the June 2013 and December 2013 exams is now available.

 

 CFA Program Society Scholarships - June 2012 Scholars

17 April 2012

The Hellenic CFA Society is pleased to announce the 2012 CFA Institute Society Scholars.

Visit now the Scholarships section for a detailed list of the scholars.

 Updating expired passport details before June exams

27 March 2012

imageIn case your passport expires before the actual exam day, you must promptly issue a new valid passport and subsequently fill-in and submit a signed Identification Information Change Request along with a copy of your passport and other applicable supporting documentation to CFA Institute at least three weeks prior to the exam date.

For more information:

 

 CFA Institute Research Challenge

15 February 2012

imageThe Hellenic CFA Society would like to congratulate all the teams who competed in the Greek heat of the CFA Institute Research Challenge 2012.

Congratulations to the winner, ALBA Graduate Business School, who will represent Greece in the regional final in London on March 15th, 2012.

 

 4th Annual Forecast Dinner

26 January 2012

imageThe Hellenic CFA Society held its 4th Annual Forecast Dinner on Wednesday 25th January 2012 at King George Palace Hotel. The Annual Forecast Dinner, the flagship event for all CFA Societies around the globe, has proved, for another year, an excellent opportunity to discuss current economic and market affairs and network with professionals from the financial sector. The prominent speakers, namely, Miranda Xafa, Investment Strategist, Joost van Leenders, Allocation & Strategy, BNP Paribas Asset Management, Tom Elliott, Global Strategist, JPMorgan Asset Management, and the distinguished participants discussed the prospects of the financial markets in the year ahead, the evolution of recent developments on Eurozone’s sovereign debt crisis outlining their views on the way forward, and addressed the uncertainties surrounding global economic growth.

 CFA Society Greece

Our society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:

  • ethical and professional standards within the investment industry
  • encourage professional development through the CFA Program and continuing education
  • facilitate the exchange of information and opinions among people within the local investment community and beyond, and
  • work to further the public's understanding of the CFA designation and investment industry

 

As one of CFA Institute member societies, our society connects members to a global network of investment professionals.

 

 

 ‭(Hidden)‬ Enroll and Register in the CFA Program

Visit the CFA Institute website to find out how to enroll and register in the CFA Program.