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CFA Charter Awards 2010
Bucharest, November 18, 2010
“Though the finance industry absorbs many with Masters degrees in Business Administration and finance degrees, the Chartered Financial Analyst qualification, pursued part-time by those already hired, has become the industry’s benchmark.”
Financial Times, 2009
“Whereas there are tens of thousands of finance degrees available around the world, ranging from the excellent to the worthless, there is only one CFA… explosive growth has made it, in effect, global currency.”
-The Economist, 2005
Nikkei Financial Daily
“The Chartered Financial Analyst (CFA) qualification is highly rated in financial circles around the world. In many countries it is essential for people working for financial institutions to obtain the license.”
Nikkei Financial Daily, 2004
Employers with the largest number of CFA Charterholders Allianz AG, Bank of America Corporation,
Barclays Group, Citigroup, Credit Suisse Group, Deutsche Bank, The Goldman Sachs Group, Inc., HSBC, ING Groep N.V., JPMorgan Chase & Co, Merrill Lynch & Co., Inc., Morgan Stanley, PricewaterhouseCoopers International Limited, RBC, State Street, TD Bank Financial Group, UBS, Wachovia Corporation
CFA Exams
Three 6 hour sequential exams Examinations well known for their rigor, verifying
not only understanding of the curriculum but also the ability to synthesize complex investment principles and apply financial instruments in a professional manner
Historically, only one in five people who registers completes the program
CFA Exams Curriculum 1/2
Ethical and professional standards Quantitative methods Economics (micro and macro) Corporate finance Financial reporting and analysis (IFRS and
GAAP)
CFA Exams Curriculum 2/2
Equity investments Fixed income Derivatives Alternative investments Portfolio management and wealth planning
Earning CFA Designation
Adhere to the CFA Code of Ethics and Professional Conduct
Pass the exams Have four years of relevant professional
experience Two sponsors Become member of a CFA Society
CFA Romania
Members - Trends
2004 2005 2006 2007 2008 2009 2010Total Members 28 32 46 63 73 83 119*Annual Growth Rate 14% 44% 37% 16% 14% 45%
* Out f which 110 regular membersSource: CFA Institute
Source: CFA Institute
Members – Top Employers
RZB GroupING Group
UniCredit Group
EFG Group
General Electric
Piraeus Bank
Source: CFA Institute
Members - EmploymentInstitutional Asset Type % of Total
Bank/Investment Bank 45.8%
Endowment/Foundation 0.0%
External Corporations 0.0%
Government/Municipal Entity 0.0%
Hedge Fund 4.2%
Insurance Company 12.5%
Internal Corporate/Proprietary 4.2%
Mutual Fund/Investment Company 12.5%
Pension Fund 4.2%
Private Equity Fund 16.7%
Other 0.0%
Years in Industry % of Total
Not Applicable 7.1%
5 years or less 15.0%
6 to 10 years 44.2%
11 to 15 years 29.2%
16 to 20 years 4.4%
Over 20 years 0.0%
Source: CFA Institute
Members - OccupationOccupation % of Total
Accountant/Auditor 4.6%Broker 1.9%Chief Executive 11.1%Consultant 6.5%Corporate Financial Analyst 13.9%Financial Advisor 5.6%Investment Banking Analyst 7.4%Manager of Managers 3.7%Portfolio Manager 6.5%Private Banker 0.0%Relationship Manager 1.9%Research Analyst 14.8%Risk Manager 11.1%Strategist 1.9%Trader 5.6%Other 3.7%
Source: CFA Institute
Members – Asset ClassesInvestment Practice % of Total
Commodities 8.3%Derivatives 27.8%Equities 43.5%Fixed Income 38.9%Foreign Currency 30.6%Hedge Funds 4.6%Indexed 0.9%Private Equity 21.3%Real Estate 16.7%Structured Products 20.4%Venture Capital 9.3%Other 13.0%
Source: CFA Institute
MembersGender % of Total
Female 37.9%Male 62.1%
Age Range % of Total21 - 25 0.0%26 - 30 23.9%31 - 35 45.1%36 - 40 15.0%41 - 45 10.6%46 - 50 3.5%51 - 55 1.8%56 - 60 0.0%61 - 65 0.0%> 65 0.0%
Degree % of TotalMasters or equivalent 52.4%
MBA 9.8%
Doctorate - PhD, EdD or equiv. 2.4%
Source: CFA Institute
New CFA Charterholders 2010
Cristian Antoci, CFA Este senior advisor cu experienta in M&A la
Corporate Finance Advisors din 2008. A avutproiecte in ultimii doi ani in domeniile: minerit, procesarea metalelor, industrie alimentara, energie, materiale de constructii.
A mai lucrat ca senior associate la European Privatization and Investment Corporation.
A absolvit cursurile de leadership creativERISMA.
Este iubitor de ascensiuni montane si fotografieartistica.
Catalin Florinel Dragomirescu-Gaina, CFA
Din 2004 lucreaza ca economist la BNR, realizand prognoze macroeconomice, analize si evaluari ale deciziilor de politica monetara.
Si-a inceput cariera ca specialist la Comisia Nationala a Valorilor Mobiliare.
Se implica in activitatile organizate de ASE si scoala doctorala de finante si banci: networking, predare de seminarii.
Catalin este pasionat de dans, fotbal si patinaj.
Corina Mihaela Dobre, CFA Expert in cadrul departamentului reglementare si
licentiere din cadrul BNR, calitate in care contribuie la implementarea proiectului Basel II in bancile din Romania.
A lucrat si ca programator si asistent universitar in cadrul ASE Bucuresti
Nicoleta Liana Badea, CFA Este risk manager in cadrul departamentului de
ADMINISTRARE A RISCULUI SI EVALUARE A PEROFMANTEI din SAI Raiffeisen Asset Management.
A mai lucrat in departannetul de control intern si divizia corporate din BCR, dar si ca specialist piete reglementate din CNVM.
Alexandru Penciu, CFA Si-a inceput cariera in anul 2004 la BNR.
In prezent este Arbitrajist principal cu atribuţii de administrare a riscurilor, membru al Comitetului de Administrare a Rezervelor Internaţionale din cadrul BNR.
Alexandru are abilitati deosebite in zona de modelare si este o persoana analitica.
Dan-Gabriel Tincu, CFA A urmat programul de dezvoltare a leadershipului de la
Harvard Business Publishing si este si membru ACCA din 2005.
A scris articole in ‘Forbes’ magazine, ‘Adevarul–pornind de la experienta de investitor si trader
Este din septembrie 2009 VP, Financial Controller la WNS Global Services Romania, pozitie pe care a ocupat-o dupa ce a condus in calitate de Management Information Manager departamentul de controlling de laProvident Financial (member of IPF, UK)
A lucrat la Phillip Moris si la UPC Romania, dar si ca inspector de taxe in cadrul Ministerului de Finante.
Alina Rus, CFA Director in Divizia de Risk a Bancii Raiffeisen din
2008, Alina lucreaza in cadrul bancii din 2004 si si-a inceput cariera in cadrul departamentului IT.
A urmat numeroase cursuri in domenii tehnice si de soft skills.
Ii place sportul si sa cante la pian.
Vlad Stefan Ciobanu, CFA Este seful departamentului Institutii financiare
din cadrul Bancii Raiffeisen.
Din anul 2003 cand a absolvit Universitatea Alexandru Ioan Cuza din Iasi a lucrat in diverse departamente din cadrul bancilor Raiffeisen si Pireus.
Bianca Neagu, CFA Analist financiar in cadrul SAI Raiffeisen Asset
Management, Bianca lucreaza in cadrul acestei firme de la inceputul carierei profesionale din 2005.
Este o persoana integra, perseverenta, tenace si optimista.
Stelian vezentan, CFA Este auditor senior la Ernst&Young si si-a inceput
cariera profesionala ca editor la Ziarul Financiar. Este o persoana motivata si decisa sa se dezvolte
permanent lucrand in medii competitive. Cauta calitatea in fiecare aspect al vietii sale. A descoperit ca pasiunea pentru matematica si interesul pentru psihologie se imbina perfect in economie si in special in pietele financiare despre care a invatat de la maestri precum Soros, Schumpeter or Keynes.
Ii plac pshologia si filozofia, dar si sahul si fotbalul.
Corina Negut, CFA
Este director adjunt Trezorerie in Piraeus Bank Romania
Ana Maria Mogina, CFA
Alina Ionita, CFA
Este director financiar, Katan Consulting
Otilia Ciotau, CFA
Este economist sef, Piraeus Bank Romania
Passed Level III in June 2010 Ana Maria Stancescu Andrei Anghel Bogdan-Andrei Halac Constantino Navarro Cristina Mihailescu Daniela Diaconescu Dumitru Furtuna Florin Ciobotaru
Johannes Kevelam Madalina Militaru Manuta Dumitrache Marian Serban Mihaela Moleavin