Charter Award Ceremony 2010

Vienna, November 10, 2010

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Charter Award Ceremony 2010

Vienna, November 10, 2010

Grand Hotel

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Society History

Founded in 2001

The 101st „Society“ of CFA Institute

Rapid growth from 15 members to 280+ members today.

On average 40-50 new charterholders per year in Austria!

Name change from ASIP to CFA Austria in 2006

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Membership Profile

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Vision (1)

We envision a CFA Austria that:

All serious investment professionals in the region aspire to be a part of

Investment professionals go to first when seeking the CFA credential and continuing education

Leads the industry’s thinking in the region in the area of ethics, integrity, and excellence of practice

Partners with its network of strong societies in the region to deliver on the mission

Forever derives its strength and energy from its highly qualified volunteers

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Vision (2)

Our vision builds on our beliefs that:

Financial markets should be equitable, free, and efficient so that every investor has a chance to earn a fair return

The interests of the ultimate investor must take precedence over the interests of all other market participants

High ethical principles and self-regulatory standards are as important to market efficiency and fairness as rules and regulations

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Stakeholders

Members and CFA Candidates Universities (Students und Professors) Media Potential Employers / Headhunters Regulators / Stock Exchange / Capital Market General Investing Public

In order to achieve this vision various „Stakeholders“ of the Financial Community should be involved.

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Member Activities

Professional Development Program (bi-monthly) – CFA Austria is an „approved provider“ – target 20 PD events per year

Annual Charter Award Ceremony Job Platform Annual advertisement for the new Charterholders Social networking for members (monthly CFA Austria “Stammtisch”) Social Events

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Stakeholder Activities

CFA Austria Prize (Students and Professors) Post-Exam Party, Candidates Night Kickoff – Event for candidate study groups

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Membership Questionnaire

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Professional Development Events

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Live Events

in Kooperation mit Institutional Money und Invesco Asset Management zur Buchpräsentation mit anschließender Diskussionsrunde zum Thema Risikomodellierung ein.

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Social Events

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Advertisement in “Die Presse”, June 6, 2010

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CFA Austria Prize on www.e-fundresearch.com

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CFA Austria Employer Job Service

Einmalig Euro 500 (anstatt Euro 2.000 für 12 Jobs).

CFA Austria stellt den Kontakt zwischen Stellensuchern und Personalsuchern her

Stellenangebote an CFA Austria Mitglieder (über 280) und CFA Candidates (427) in Empfang nehmen und dem Vertragspartner übersenden.

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CFA Austria 10th Anniversary Celebration 2011

An event to cover various aspects of the CFA program and the financial market in Austria for and with members, interested parties (universities), media, the financial market authority and the central bank in Austria.

Has the CFA program changed the financial community in Austria? Speaker: Member of CFA Austria

What are the driving forces of financial regulation in Austria? Speaker: Member of the OeNB or FMA in Austria

What is the value of the CFA designation? Speaker: local HR director

Financial education at the university: How did it change in Austria and what will the future bring? Speaker: professor from a university in Vienna

Roundtable discussion with all speakers and a Q and A – session with the attendees.

During the event various information material about CFA Institute and CFA Austria will be provided.

After the event we plan to organize a social event to provide networking opportunities for our members and celebrate CFA Austria’s birthday