Thomas Evankovich™ CFA





Greetings: Do to a Data Breach and Class Action Lawsuit at Linkedin please use this Bio for Thomas Evankovich.

  • MBA, University of Notre Dame Mendoza School of Business, Magna Cum Laude
  • CFA, Chartered Financial Analyst: CFA Institute
  • BA Economics, University of Washington
  • Founder & CEO: BondHub™, Deer Valley Securities™, Deer Valley Asset Management

Thomas Evankovich


About the CFA Program

Excerpt from the CFA Institute

The Chartered Financial Analyst® (CFA) credential, is the most respected and recognized investment management designation in the world. The CFA Program provides a strong foundation of advanced investment analysis and real-world portfolio management skills.  Candidates are given 7 years to pass 3 levels; exams are given once per year.

Three Levels

The course of study is organized into three levels and each level requires passing a six-hour exam. The program curriculum increases in complexity as you move through the three levels:

Level I: Focuses on a basic knowledge of the ten topic areas and simple analysis using investment tools

Level II: Emphasizes the application of investment tools and concepts with a focus on the valuation of all types of assets

Level III: Focuses on synthesizing all of the concepts and analytical methods in a variety of applications for effective portfolio management and wealth planning

The ten topic areas throughout the three levels are:

  • Ethical and Professional Standards
  • Quantitative Methods
  • Economics
  • Financial Reporting and Analysis
  • Corporate Finance
  • Equity Investments
  • Fixed Income
  • Derivatives
  • Alternative Investments
  • Portfolio Management and Wealth Planning

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