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™
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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