SlideShare a Scribd company logo
CFA INSTITUTE’SWORK
TO ADVANCETHE
INVESTMENT
PROFESSION
ErikWissig
Introduction
• ErikWissig serves as the chief financial officer at Hixme Insurance
Solutions, Inc., a California-based technology-enabled insurance
brokerage service focused on health benefits consultations.The
former CFO of Nationwide Medical, Inc., and former director of
Duff & Phelps Corp., ErikWissig holds the Chartered Financial
Analyst (CFA) credential from the CFA Institute.
Founded in 1947, the CFA Institute functions as an international
community of investment professionals.With an objective of
fostering the investment profession worldwide, it envisions to
induce a culture of professional excellence by encouraging a high
standard of ethics and quality education among such
professionals.
CFA Institute
• With over 145,000 members from all over the world, the CFA
Institute’s main strategies include developing professionals by
offering various credentialing programs, providing opportunities to
members involved in many professional communities in addition to
garnering recognition from their employers, and establishing
standards to assess professional excellence and advocate for
causes that ensure the protection of investors and their benefits.
Guided by a Board of Governors whose main role is to formulate
the organization’s mission, strategy, and vision, the CFA Institute
has multiple divisions that are managed by a leadership team
comprised of the president and CEO in addition to other
executives.

More Related Content

What's hot

Brief profile nurin
Brief profile nurinBrief profile nurin
Brief profile nurin
Nurin Abd Hamid
 
Uae scholarships
Uae scholarshipsUae scholarships
Uae scholarships
Rit Dubai
 
Hedge Fund
Hedge FundHedge Fund
Hedge Fund
Richin Koshy
 
Scholarships for uae nationals
Scholarships for uae nationalsScholarships for uae nationals
Scholarships for uae nationals
Rit Dubai
 
IoB_PC_Financial_Crime_Prevention 2015-16
IoB_PC_Financial_Crime_Prevention 2015-16IoB_PC_Financial_Crime_Prevention 2015-16
IoB_PC_Financial_Crime_Prevention 2015-16
Association of Compliance Officers in Ireland
 
Community chest school of fundraising
Community chest school of fundraisingCommunity chest school of fundraising
Community chest school of fundraising
N/A
 
Global reach: How to approach different markets
Global reach: How to approach different marketsGlobal reach: How to approach different markets
Global reach: How to approach different markets
Associations Network
 
International Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) ProfileInternational Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) Profile
guest719079
 
CFA Institute Research Challenge 2014 Winners from Missouri
CFA Institute Research Challenge 2014 Winners from MissouriCFA Institute Research Challenge 2014 Winners from Missouri
CFA Institute Research Challenge 2014 Winners from Missouri
Ed Stavetski
 
ASIS Awards Grants to Struggling Security Professionals
ASIS Awards Grants to Struggling Security ProfessionalsASIS Awards Grants to Struggling Security Professionals
ASIS Awards Grants to Struggling Security Professionals
Emblez Longoria
 
The CAIA Association’s CAIA Charter Program
The CAIA Association’s CAIA Charter ProgramThe CAIA Association’s CAIA Charter Program
The CAIA Association’s CAIA Charter Program
Sheaff Brock
 

What's hot (11)

Brief profile nurin
Brief profile nurinBrief profile nurin
Brief profile nurin
 
Uae scholarships
Uae scholarshipsUae scholarships
Uae scholarships
 
Hedge Fund
Hedge FundHedge Fund
Hedge Fund
 
Scholarships for uae nationals
Scholarships for uae nationalsScholarships for uae nationals
Scholarships for uae nationals
 
IoB_PC_Financial_Crime_Prevention 2015-16
IoB_PC_Financial_Crime_Prevention 2015-16IoB_PC_Financial_Crime_Prevention 2015-16
IoB_PC_Financial_Crime_Prevention 2015-16
 
Community chest school of fundraising
Community chest school of fundraisingCommunity chest school of fundraising
Community chest school of fundraising
 
Global reach: How to approach different markets
Global reach: How to approach different marketsGlobal reach: How to approach different markets
Global reach: How to approach different markets
 
International Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) ProfileInternational Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) Profile
 
CFA Institute Research Challenge 2014 Winners from Missouri
CFA Institute Research Challenge 2014 Winners from MissouriCFA Institute Research Challenge 2014 Winners from Missouri
CFA Institute Research Challenge 2014 Winners from Missouri
 
ASIS Awards Grants to Struggling Security Professionals
ASIS Awards Grants to Struggling Security ProfessionalsASIS Awards Grants to Struggling Security Professionals
ASIS Awards Grants to Struggling Security Professionals
 
The CAIA Association’s CAIA Charter Program
The CAIA Association’s CAIA Charter ProgramThe CAIA Association’s CAIA Charter Program
The CAIA Association’s CAIA Charter Program
 

Similar to CFA Institute’s Work to Advance the Investment Profession

Choosing an AIF
Choosing an AIFChoosing an AIF
cfa.pdf
cfa.pdfcfa.pdf
cfa_charter_factsheet
cfa_charter_factsheetcfa_charter_factsheet
cfa_charter_factsheet
FTSA Academy
 
The Cfa charter factsheet accounting zimsec cambridge zimbabwe
The Cfa charter factsheet accounting zimsec cambridge zimbabweThe Cfa charter factsheet accounting zimsec cambridge zimbabwe
The Cfa charter factsheet accounting zimsec cambridge zimbabwe
alproelearning
 
CFA Certification
CFA Certification CFA Certification
CFA Certification
VG Learning Destination
 
Ethics and Professionalism: How Do We Know?
Ethics and Professionalism: How Do We Know?Ethics and Professionalism: How Do We Know?
Ethics and Professionalism: How Do We Know?
mcarruthers
 
Efica focus session
Efica focus sessionEfica focus session
Efica focus session
Islamic_Finance
 
Certified islamic-fintech-professional.pdf
Certified islamic-fintech-professional.pdfCertified islamic-fintech-professional.pdf
Certified islamic-fintech-professional.pdf
Shahzad Arshad
 
Post graduate-diploma-in-takaful.pdf
Post graduate-diploma-in-takaful.pdfPost graduate-diploma-in-takaful.pdf
Post graduate-diploma-in-takaful.pdf
Shahzad Arshad
 
Certified islamic-microfinance-professional.pdf
Certified islamic-microfinance-professional.pdfCertified islamic-microfinance-professional.pdf
Certified islamic-microfinance-professional.pdf
Shahzad Arshad
 
Pre postipo thoughtleadership-2506141
Pre postipo thoughtleadership-2506141Pre postipo thoughtleadership-2506141
Pre postipo thoughtleadership-2506141
Jane Morgan
 
Exploring Career Paths After Certified Financial Analyst Training
Exploring Career Paths After Certified Financial Analyst TrainingExploring Career Paths After Certified Financial Analyst Training
Exploring Career Paths After Certified Financial Analyst Training
MindCypress .
 
Post graduate-diploma-in-islamic-banking-and-finance.pdf
Post graduate-diploma-in-islamic-banking-and-finance.pdfPost graduate-diploma-in-islamic-banking-and-finance.pdf
Post graduate-diploma-in-islamic-banking-and-finance.pdf
Shahzad Arshad
 
CFP Brochure
CFP BrochureCFP Brochure
CFP Brochure
RobertTang
 
International Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) ProfileInternational Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) Profile
CherylBabcock
 
International Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) ProfileInternational Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) Profile
CherylBabcock
 
International Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) ProfileInternational Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) Profile
goldjan
 
International Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) ProfileInternational Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) Profile
CherylBabcock
 
International Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) ProfileInternational Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) Profile
CherylBabcock
 
International Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) ProfileInternational Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) Profile
guestc56a5c
 

Similar to CFA Institute’s Work to Advance the Investment Profession (20)

Choosing an AIF
Choosing an AIFChoosing an AIF
Choosing an AIF
 
cfa.pdf
cfa.pdfcfa.pdf
cfa.pdf
 
cfa_charter_factsheet
cfa_charter_factsheetcfa_charter_factsheet
cfa_charter_factsheet
 
The Cfa charter factsheet accounting zimsec cambridge zimbabwe
The Cfa charter factsheet accounting zimsec cambridge zimbabweThe Cfa charter factsheet accounting zimsec cambridge zimbabwe
The Cfa charter factsheet accounting zimsec cambridge zimbabwe
 
CFA Certification
CFA Certification CFA Certification
CFA Certification
 
Ethics and Professionalism: How Do We Know?
Ethics and Professionalism: How Do We Know?Ethics and Professionalism: How Do We Know?
Ethics and Professionalism: How Do We Know?
 
Efica focus session
Efica focus sessionEfica focus session
Efica focus session
 
Certified islamic-fintech-professional.pdf
Certified islamic-fintech-professional.pdfCertified islamic-fintech-professional.pdf
Certified islamic-fintech-professional.pdf
 
Post graduate-diploma-in-takaful.pdf
Post graduate-diploma-in-takaful.pdfPost graduate-diploma-in-takaful.pdf
Post graduate-diploma-in-takaful.pdf
 
Certified islamic-microfinance-professional.pdf
Certified islamic-microfinance-professional.pdfCertified islamic-microfinance-professional.pdf
Certified islamic-microfinance-professional.pdf
 
Pre postipo thoughtleadership-2506141
Pre postipo thoughtleadership-2506141Pre postipo thoughtleadership-2506141
Pre postipo thoughtleadership-2506141
 
Exploring Career Paths After Certified Financial Analyst Training
Exploring Career Paths After Certified Financial Analyst TrainingExploring Career Paths After Certified Financial Analyst Training
Exploring Career Paths After Certified Financial Analyst Training
 
Post graduate-diploma-in-islamic-banking-and-finance.pdf
Post graduate-diploma-in-islamic-banking-and-finance.pdfPost graduate-diploma-in-islamic-banking-and-finance.pdf
Post graduate-diploma-in-islamic-banking-and-finance.pdf
 
CFP Brochure
CFP BrochureCFP Brochure
CFP Brochure
 
International Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) ProfileInternational Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) Profile
 
International Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) ProfileInternational Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) Profile
 
International Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) ProfileInternational Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) Profile
 
International Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) ProfileInternational Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) Profile
 
International Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) ProfileInternational Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) Profile
 
International Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) ProfileInternational Institute For Franchise Education (Iife) Profile
International Institute For Franchise Education (Iife) Profile
 

Recently uploaded

acne vulgaris -Mpharm (2nd semester) Cosmetics and cosmeceuticals
acne vulgaris -Mpharm (2nd semester) Cosmetics and cosmeceuticalsacne vulgaris -Mpharm (2nd semester) Cosmetics and cosmeceuticals
acne vulgaris -Mpharm (2nd semester) Cosmetics and cosmeceuticals
MuskanShingari
 
Histololgy of Female Reproductive System.pptx
Histololgy of Female Reproductive System.pptxHistololgy of Female Reproductive System.pptx
Histololgy of Female Reproductive System.pptx
AyeshaZaid1
 
SENSORY NEEDS B.SC. NURSING SEMESTER II.
SENSORY NEEDS B.SC. NURSING SEMESTER II.SENSORY NEEDS B.SC. NURSING SEMESTER II.
SENSORY NEEDS B.SC. NURSING SEMESTER II.
KULDEEP VYAS
 
Medical Quiz ( Online Quiz for API Meet 2024 ).pdf
Medical Quiz ( Online Quiz for API Meet 2024 ).pdfMedical Quiz ( Online Quiz for API Meet 2024 ).pdf
Medical Quiz ( Online Quiz for API Meet 2024 ).pdf
Jim Jacob Roy
 
Cervical Disc Arthroplasty ORSI 2024.pptx
Cervical Disc Arthroplasty ORSI 2024.pptxCervical Disc Arthroplasty ORSI 2024.pptx
Cervical Disc Arthroplasty ORSI 2024.pptx
LEFLOT Jean-Louis
 
Recent advances on Cervical cancer .pptx
Recent advances on Cervical cancer .pptxRecent advances on Cervical cancer .pptx
Recent advances on Cervical cancer .pptx
DrGirishJHoogar
 
Nano-gold for Cancer Therapy chemistry investigatory project
Nano-gold for Cancer Therapy chemistry investigatory projectNano-gold for Cancer Therapy chemistry investigatory project
Nano-gold for Cancer Therapy chemistry investigatory project
SIVAVINAYAKPK
 
Know the difference between Endodontics and Orthodontics.
Know the difference between Endodontics and Orthodontics.Know the difference between Endodontics and Orthodontics.
Know the difference between Endodontics and Orthodontics.
Gokuldas Hospital
 
The Nervous and Chemical Regulation of Respiration
The Nervous and Chemical Regulation of RespirationThe Nervous and Chemical Regulation of Respiration
The Nervous and Chemical Regulation of Respiration
MedicoseAcademics
 
Hemodialysis: Chapter 5, Dialyzers Overview - Dr.Gawad
Hemodialysis: Chapter 5, Dialyzers Overview - Dr.GawadHemodialysis: Chapter 5, Dialyzers Overview - Dr.Gawad
Hemodialysis: Chapter 5, Dialyzers Overview - Dr.Gawad
NephroTube - Dr.Gawad
 
Artificial Intelligence Symposium (THAIS)
Artificial Intelligence Symposium (THAIS)Artificial Intelligence Symposium (THAIS)
Artificial Intelligence Symposium (THAIS)
Josep Vidal-Alaball
 
Travel Clinic Cardiff: Health Advice for International Travelers
Travel Clinic Cardiff: Health Advice for International TravelersTravel Clinic Cardiff: Health Advice for International Travelers
Travel Clinic Cardiff: Health Advice for International Travelers
NX Healthcare
 
Local anesthetics 2024/ Medicinal Chemistry pdf
Local anesthetics 2024/ Medicinal Chemistry pdfLocal anesthetics 2024/ Medicinal Chemistry pdf
Local anesthetics 2024/ Medicinal Chemistry pdf
NarminHamaaminHussen
 
“Psychiatry and the Humanities”: An Innovative Course at the University of Mo...
“Psychiatry and the Humanities”: An Innovative Course at the University of Mo...“Psychiatry and the Humanities”: An Innovative Course at the University of Mo...
“Psychiatry and the Humanities”: An Innovative Course at the University of Mo...
Université de Montréal
 
Demystifying Fallopian Tube Blockage- Grading the Differences and Implication...
Demystifying Fallopian Tube Blockage- Grading the Differences and Implication...Demystifying Fallopian Tube Blockage- Grading the Differences and Implication...
Demystifying Fallopian Tube Blockage- Grading the Differences and Implication...
FFragrant
 
Computer in pharmaceutical research and development-Mpharm(Pharmaceutics)
Computer in pharmaceutical research and development-Mpharm(Pharmaceutics)Computer in pharmaceutical research and development-Mpharm(Pharmaceutics)
Computer in pharmaceutical research and development-Mpharm(Pharmaceutics)
MuskanShingari
 
NAVIGATING THE HORIZONS OF TIME LAPSE EMBRYO MONITORING.pdf
NAVIGATING THE HORIZONS OF TIME LAPSE EMBRYO MONITORING.pdfNAVIGATING THE HORIZONS OF TIME LAPSE EMBRYO MONITORING.pdf
NAVIGATING THE HORIZONS OF TIME LAPSE EMBRYO MONITORING.pdf
Rahul Sen
 
How to Control Your Asthma Tips by gokuldas hospital.
How to Control Your Asthma Tips by gokuldas hospital.How to Control Your Asthma Tips by gokuldas hospital.
How to Control Your Asthma Tips by gokuldas hospital.
Gokuldas Hospital
 
Pollen and Fungal allergy: aeroallergy.pdf
Pollen and Fungal allergy: aeroallergy.pdfPollen and Fungal allergy: aeroallergy.pdf
Pollen and Fungal allergy: aeroallergy.pdf
Chulalongkorn Allergy and Clinical Immunology Research Group
 
PGx Analysis in VarSeq: A User’s Perspective
PGx Analysis in VarSeq: A User’s PerspectivePGx Analysis in VarSeq: A User’s Perspective
PGx Analysis in VarSeq: A User’s Perspective
Golden Helix
 

Recently uploaded (20)

acne vulgaris -Mpharm (2nd semester) Cosmetics and cosmeceuticals
acne vulgaris -Mpharm (2nd semester) Cosmetics and cosmeceuticalsacne vulgaris -Mpharm (2nd semester) Cosmetics and cosmeceuticals
acne vulgaris -Mpharm (2nd semester) Cosmetics and cosmeceuticals
 
Histololgy of Female Reproductive System.pptx
Histololgy of Female Reproductive System.pptxHistololgy of Female Reproductive System.pptx
Histololgy of Female Reproductive System.pptx
 
SENSORY NEEDS B.SC. NURSING SEMESTER II.
SENSORY NEEDS B.SC. NURSING SEMESTER II.SENSORY NEEDS B.SC. NURSING SEMESTER II.
SENSORY NEEDS B.SC. NURSING SEMESTER II.
 
Medical Quiz ( Online Quiz for API Meet 2024 ).pdf
Medical Quiz ( Online Quiz for API Meet 2024 ).pdfMedical Quiz ( Online Quiz for API Meet 2024 ).pdf
Medical Quiz ( Online Quiz for API Meet 2024 ).pdf
 
Cervical Disc Arthroplasty ORSI 2024.pptx
Cervical Disc Arthroplasty ORSI 2024.pptxCervical Disc Arthroplasty ORSI 2024.pptx
Cervical Disc Arthroplasty ORSI 2024.pptx
 
Recent advances on Cervical cancer .pptx
Recent advances on Cervical cancer .pptxRecent advances on Cervical cancer .pptx
Recent advances on Cervical cancer .pptx
 
Nano-gold for Cancer Therapy chemistry investigatory project
Nano-gold for Cancer Therapy chemistry investigatory projectNano-gold for Cancer Therapy chemistry investigatory project
Nano-gold for Cancer Therapy chemistry investigatory project
 
Know the difference between Endodontics and Orthodontics.
Know the difference between Endodontics and Orthodontics.Know the difference between Endodontics and Orthodontics.
Know the difference between Endodontics and Orthodontics.
 
The Nervous and Chemical Regulation of Respiration
The Nervous and Chemical Regulation of RespirationThe Nervous and Chemical Regulation of Respiration
The Nervous and Chemical Regulation of Respiration
 
Hemodialysis: Chapter 5, Dialyzers Overview - Dr.Gawad
Hemodialysis: Chapter 5, Dialyzers Overview - Dr.GawadHemodialysis: Chapter 5, Dialyzers Overview - Dr.Gawad
Hemodialysis: Chapter 5, Dialyzers Overview - Dr.Gawad
 
Artificial Intelligence Symposium (THAIS)
Artificial Intelligence Symposium (THAIS)Artificial Intelligence Symposium (THAIS)
Artificial Intelligence Symposium (THAIS)
 
Travel Clinic Cardiff: Health Advice for International Travelers
Travel Clinic Cardiff: Health Advice for International TravelersTravel Clinic Cardiff: Health Advice for International Travelers
Travel Clinic Cardiff: Health Advice for International Travelers
 
Local anesthetics 2024/ Medicinal Chemistry pdf
Local anesthetics 2024/ Medicinal Chemistry pdfLocal anesthetics 2024/ Medicinal Chemistry pdf
Local anesthetics 2024/ Medicinal Chemistry pdf
 
“Psychiatry and the Humanities”: An Innovative Course at the University of Mo...
“Psychiatry and the Humanities”: An Innovative Course at the University of Mo...“Psychiatry and the Humanities”: An Innovative Course at the University of Mo...
“Psychiatry and the Humanities”: An Innovative Course at the University of Mo...
 
Demystifying Fallopian Tube Blockage- Grading the Differences and Implication...
Demystifying Fallopian Tube Blockage- Grading the Differences and Implication...Demystifying Fallopian Tube Blockage- Grading the Differences and Implication...
Demystifying Fallopian Tube Blockage- Grading the Differences and Implication...
 
Computer in pharmaceutical research and development-Mpharm(Pharmaceutics)
Computer in pharmaceutical research and development-Mpharm(Pharmaceutics)Computer in pharmaceutical research and development-Mpharm(Pharmaceutics)
Computer in pharmaceutical research and development-Mpharm(Pharmaceutics)
 
NAVIGATING THE HORIZONS OF TIME LAPSE EMBRYO MONITORING.pdf
NAVIGATING THE HORIZONS OF TIME LAPSE EMBRYO MONITORING.pdfNAVIGATING THE HORIZONS OF TIME LAPSE EMBRYO MONITORING.pdf
NAVIGATING THE HORIZONS OF TIME LAPSE EMBRYO MONITORING.pdf
 
How to Control Your Asthma Tips by gokuldas hospital.
How to Control Your Asthma Tips by gokuldas hospital.How to Control Your Asthma Tips by gokuldas hospital.
How to Control Your Asthma Tips by gokuldas hospital.
 
Pollen and Fungal allergy: aeroallergy.pdf
Pollen and Fungal allergy: aeroallergy.pdfPollen and Fungal allergy: aeroallergy.pdf
Pollen and Fungal allergy: aeroallergy.pdf
 
PGx Analysis in VarSeq: A User’s Perspective
PGx Analysis in VarSeq: A User’s PerspectivePGx Analysis in VarSeq: A User’s Perspective
PGx Analysis in VarSeq: A User’s Perspective
 

CFA Institute’s Work to Advance the Investment Profession

  • 2. Introduction • ErikWissig serves as the chief financial officer at Hixme Insurance Solutions, Inc., a California-based technology-enabled insurance brokerage service focused on health benefits consultations.The former CFO of Nationwide Medical, Inc., and former director of Duff & Phelps Corp., ErikWissig holds the Chartered Financial Analyst (CFA) credential from the CFA Institute. Founded in 1947, the CFA Institute functions as an international community of investment professionals.With an objective of fostering the investment profession worldwide, it envisions to induce a culture of professional excellence by encouraging a high standard of ethics and quality education among such professionals.
  • 3. CFA Institute • With over 145,000 members from all over the world, the CFA Institute’s main strategies include developing professionals by offering various credentialing programs, providing opportunities to members involved in many professional communities in addition to garnering recognition from their employers, and establishing standards to assess professional excellence and advocate for causes that ensure the protection of investors and their benefits. Guided by a Board of Governors whose main role is to formulate the organization’s mission, strategy, and vision, the CFA Institute has multiple divisions that are managed by a leadership team comprised of the president and CEO in addition to other executives.