The CFA Society of Pittsburgh will sponsor a free review session for level 3 candidates from 1:00 pm - 3:00 pm on Tuesday, May 22, 2018. The review session will consist of test taking skills necessary for success on the level 3 exam, including a topic by topic discussion of the main points covered in the curriculum. Special attention will be focused on the preparation of investment policy statements for private wealth and institutional investor clients as well as the procedure for selecting an optimal asset allocation. A question and answer session will follow.
The session will conducted by Dr. Greg Filbeck, CFA, FRM, CAIA, Professor of Finance from Penn State Behrend - and President of the CFA Society of Pittsburgh. Greg has been training level 3 candidates for the CFA exam for over 18 years on a world-wide basis.
Light snacks and beverages will be provided.
Please register no later than May 17th at 2:00 pm.