CFA Society Greece

A Member of the CFA Institute Global Network of Societies

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 Event on "Corporate Governance: Developments in Greece and in the European Union and the role of investors"

​On Thursday, October 11, 2018, the CFA Society Greece, in cooperation with the Athens Stock Exchange Group, organized an event on "Corporate Governance: Developments in Greece and in the European Union and the Role of Investors". The keynote speakers were Ms. Josina Kamerling, Head of Regulatory Outreach of CFA Institute, Richard Schreuder, Member of Corporate Disclosure Policy Committee of CFA Institute, Haroula Apalagaki, Secretary General of the Hellenic Bank Association. Mr. Socrates Lazaridis, CEO of the Athens Stock Exchange, and Mr. Loukas Dedes, CFA, President of the CFA Society Greece, welcomed the meeting.

Press Coverage: euro2d​ay.gr   

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 CFA Review Course 2019

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 & Level III​ 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 and successfully completing the CFA exams. Classes for Level I and Level II are d​ue to start on the 10th of November 2018.​

 The presence of CFA Society Greece at the 83rd TIF («ΔΕΘ»)

​In the context of the 83rd Thessaloniki International Fair (TIF), an informative conference / talk was held about the Roots program, attended by the Vice President of the CFA Society Greece. The CFA Society Greece will provide educational material and know-how from its members in Greece and abroad to the Roots program, in cooperation with the Athens Exchange Group (ATHEXGroup).

Press Coverage: euro2day.gr    tanea.gr

 

 Event with IFFR - The Economics of Value

A great joint event with the newly established Institute οf Finance and Financial Regulation (IFFR). Northwestern Kellogg's Professor Dr Dimitris Papanikolaou delivered a presentation on "Τhe Εcοnοmίcs οf Valυe" and the optimal hedge against technological displacement.

Press Coverage: euro2day.gr  

 

 Global Exam Results - June 2018

​CFA Institute announced that of 35,518 candidates who sat for the Level III CFA® Program exam in June, 56% have passed. They will join more than 154,000 charterholders around the globe and lead the investment industry by promoting the highest standards of professionalism to build a better world for investors. Of 79,507 candidates who sat for the Level I exam in June, 43% were successful and of 64,216 candidates who took the Level II exam, the pass rate was 45%. The total number of candidates who sat for a CFA Program exam in June grew 18% globally year-over-year, with a 25 percent increase in Level I candidates for the same time period. The June Level I, II, and III exams were administered in 285 test centers in 185 cities worldwide. The top 10 markets with the largest number of candidates tested are: mainland China (50,642), United States (31,988), India (18,949), Canada (13,125), United Kingdom (11,380), Hong Kong SAR (5,862), Australia (4,986), Singapore (3,369), South Korea (2,409) and South Africa (2,359).

 

 Interview with our Member, Stamatis Draziotis,CFA, Senior Director, Equity Research at Eurobank Equities

Our Member Stamatis Draziotis, CFA, Senior Director, Equity Research at Eurobank Equities was announced for the 6th time during the last 7 years as the best equity analyst for the Greek Market according to the Extel Survey which is the leading survey of the investment community. Stamatis kindly accepted to answer to a set of questions related to his success, skills and how has the CFA Charter affected his career.

Interview with Stamatis Draziotis, CFA

 Event on Blockchain-Fintech

BLOCKCHAIN EVENT.jpgCFA Society Greece co-hosted with MBA AUEB an event on “Blockchain - Fintech”. Five distinguished speakers joined us and presented on the “Blockchain technology” (Haris Linardakis, IBM Cloud Leader, Greece & Cyprus), the “API Economy” (Nikolaos Karatzas, IBM), “Banking strategies in Fintech and the NBG approach” (Konstantinos Kalogerakis, Be Finnovative Programme Lead, Digital Channels Division, National Bank of Greece), “Blockchain and Cryptocurrency: New challenges” (Vassiliki Lazarakou, Attorney at Law, J.S.D., ex Vice President of the Hellenic Capital Market Commission) and “Fintech and the Capital Markets: Fintech literacy, Fintech adoption / technologies - benefits and areas of attention” / “ICOs and Virtual Assets: Cross-border content / dimensions and topics being studied within the EU” (Marie Markosian, Hellenic Capital Market Commission, Supervisor and National Expert at ESMA, EIOPA, European Commission and Council of the European Union Committees/Task Forces/ Working parties). 

Press Coverage: euro2day.gr

 

 Advertorial with www.in.gr

CFA Society Greece presents a summary of its mission with www.in.gr.
Please visit the following link.
http://www.in.gr/2018/06/27/plus/ta-nea-tis-agoras/cfa-society-greece/

 

 Interview of the President of CFA Society Greece with Euro2day.gr

Loukas Dedes, CFA, the President of CFA Society Greece in an interview with Euro2day about the CFA designation, the Greek Society and the recent developments in the Greek Stock Market.

Interview with Euro2day

 Event with PIMCO on the "2018 GLOBAL OUTLOOK"

On Monday, June 18, 2018 CFA Society Greece in cooperation with ALBA Graduate Business School, the American College of Greece hosted an event on “The state of the Global Economy and Financial Markets”. Spyros Michas, CFA, Vice-President and Portfolio Manager at PIMCO, one of the world's premier investment management firms, presented PIMCO's global outlook for 2018. Mr Michas discussed on risks and opportunities across the investment landscape and potential implications for investors in the years to come.PHOTO1.jpgPHOTO2.jpg

 Workshop on "Executive Presence and Storytelling"

CFA Society Greece in cooperation with RADA (Royal Academy of Dramatic Art), London organized an exclusive workshop on “Executive presence and Storytelling”. The workshop which focused on the improvement of the relevant soft skills of the participants was attended by 25 Members of CFA Society Greece. It was hosted at the premises of OTE Academy. 

Press Coverage: euro2day.gr

 Presentation of the CFA Program to the “University of Macedonia” and the “IHU”

IMG_3315-1_ΠΑΜΑΚ.jpgCFA Society Greece kindly accepted an invitation by University of Macedonia – Student’s Finance Club to present the CFA program and its value to the students of the University who are interested to know more about the certification. The presentation was delivered by the Chair of the Society’s University Relations Committee Dr Nikos Kagkarakis, CFA and it was attended by many students. ​Dr Kagkarakis also presented the program to the students of the International Hellenic University (IHU). CFA Society Greece is committed to continue coordinating closely with the said Universities to raise awareness of the CFA charter all over Greece.

 Lecture on "Providing investment insights with Big Data and Artificial Intelligence"

"CFA Society Greece" co-hosted along with the "Open University of Cyprus" and the "House of Cyprus" a lecture on “Providing investment insights with Big Data and Artificial Intelligence”. The lecture was delivered by Dr. Spyros Mesomeris, Managing Director and Global Head of the Quantitative Strategy & Quant Investment Solutions, Research Group at Deutsche Bank. The Rector of the Open University of Cyprus Professor Sokratis Katsikas and the President of "CFA Society Greece" Mr Loukas Dedes, CFA welcomed the 70 participants with their opening remarks.

Press Coverage: euro2day.gr

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 Seminar: "Best Practice Financial Modeling & Risk Analysis using excel"

CFA Society Greece in cooperation with “Financial Arena” organized a two-day seminar on Friday and Saturday 11-12/05/2018, at the premises of the "Hellenic Banking Institute", on “Best Practice Financial Modeling & Risk Analysis using Excel”. This seminar was addressed exclusively to Members of CFA Society Greece as part of our training activities. The cost of the seminar was subsidized by CFA Society Greece. All participants were awarded a “Certificate of Attendance”.

Press Coverage: euro2day.gr

 CFA Institute Research Challenge 2018

CFA Society Greece is happy to announce that the winner of the local "CFA Institute Research Challenge 2017-2018" is the team from the"Athens University of Economics & Business (AUEB) - Accounting & Finance Department". Our warmest congratulations and best wishes to the winning team which will represent Greece at the EMEA region final in Dublin on April 5th 2018.

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 10th ANNUAL FORECAST DINNER

​​First page.jpgCFA Society Greece hosted its "Annual Forecast Dinner" on February 13th, 2018. More than 100 participants had the opportunity to attend this fully booked event and to listen to the very inspiring presentations of our three speakers, namely Colin Ellis, Chief Credit Officer, EMEA, Managing Director, Credit Strategy at Moody's Investors Services, Emil Yiannopoulos, Client and Markets Leader at PwC Greece and Agathi Pafili, Senior Regulatory Policy Advisor at EFAMA (European Funds and Asset Management Association). The President of CFA Society Greece Loukas Dedes, CFA delivered the opening speech, presented the awards to the 3 winners of the last year's forecast competition as well as to the winner of the newly presented award for the Society's "Volunteer of the Year". The event was sponsored by PwC. Capital.gr was the media sponsor, the MBA AUEB was the academic sponsor and it was held under the auspices of the Hellenic Banking Union and the Hellenic Banking Institute.

Press Coverage: cnn.gr  capital.gr

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 CFA CHARTER AWARD CEREMONY 2017

IMG_2490 Loukas.JPGCFA Society Greece hosted on Wednesday 29th November the annual CFA Award Ceremony for the new CFA charterholders. 27 new charterholders had the opportunity to celebrate their great achievement and get inspired by the speeches of our invited speakers Mr George Spentzos, CFA, Member at CFA Institute Board of Governors and Mr Xenofon Avlonitis, Vice President B' of the Hellenic Capital Markets Commission. Mr Loukas Dedes, CFA, President of CFA Society Greece also delivered an opening speech. Congratulations to our new Members of CFA Society Greece​!

 

 CFA Review Course 2018

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 & Level III 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 and successfully completing the CFA exams. Classes for Level I and Level II are d​ue to start on the 11th of November 2017.​

 Future of Finance Event

CFA Society Greece hosted a "Future of Finance" event with the CFA Institute's President and CEO Paul Smith as the main​ speaker. The event was overbooked and attended by over 110 Members, Candidates and Friends of the Society. 

 
It was a great honour for us to host a CEO of the CFAI for the first time in Greece!

 CFA Institute Research Challenge 2017

Research Challenge 2017 Winner 1.JPGThe team of the Accounting & Finance Department of the Athens University of Economics and Business (AUEB) was the winner of the local CFA Research Challenge competition for 2017. 

 
The board of the CFA Society Greece wishes the team good luck for the upcoming EMEA region final and Global final in Prague, Czech Republic, at the end of April. ​


 

CFA Society Greece would also like to thank all the teams participated in the competition, all the volunteers and the company OPAP SA for both taking part in the competition and hosting the event at Horse Races premises in Markopoulo.

 CFA CHARTER AWARD CEREMONY 2016

Award 1.JPGAward 3.JPGCFA Society Greece would like to congratulate our new charterholders. Dimitris Karydas, CFA, President of CFA Society Greece, Colin McLean, FSIP (Vice Chair of the Board of Governors of CFA Institute & CEO SVM Asset Management and Constantinos Botopoulos,​ Advisor to the Governor, Bank of Greece & Former President​ of the Hellenic Capital Markets Committee awarded the charters at the 2016 Charter Recognition Ceremony which was held in Athens on November 24th.

 Educational Event on "IFRS 9"

​​​​​​​Image3.JPGCFA Society Greece hosted an educational event on November 1st  2016 on the forthcoming financial accounting standard "IFRS 9 - Financial Instruments" with the kind contribution of the advisory firm "Deloitte". Mr Kostas Stathopoulos (Partner)  and Mr Thanos Papanikolaou (Principal) presented to more than 70 attendees the implications of the new standard which is coming into effect on 01/01/2018, the foreseen challenges and the grey areas. The financial institutions that will adopt the standard are expected to face a great challenge in order to implement it, to develop, maintain and verify the appropriate measurement models and to provide the required disclosures to regulators and investors.

 Schweser 2016-17 Study Package Discount

​​Schweser is partnering with the CFA Society Greece to offer all Greek CFA candidates registered for the June 2017 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​.

 CFA Review Course 2017

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 and successfully completing the CFA exams. Classes for Level I and Level II are due to start on the 22nd October 2016.​

 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.

 

 

Equity Research Analysis Workshop

Nov 8, 8:30 AM - Nov 9, 5:00 PM

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 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.​

 Contact Us

Membership: ​membership@cfa.gr
Prepare for the CFA exam: training@cfa.gr
Scholarships: scholarships@cfa.gr
Employ a CFA Charterholder: employers@cfa.gr
General information: ​​​​info@cfa.gr​

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