CFA Information Session and Scholarship Information

Some of you might be interested in participating in an upcoming CFA Institute webinar. Here’s a copy of an email I received from Brandon Troegle about this webinar. Mr. Troegle teaches the various investment practicum courses offered by the Department of Finance, Insurance & Real Estate here at Baylor.

From: "Troegle, Brandon" <>
Date: Thursday, October 21, 2021 at 7:45 AM
To: FIRE Department Faculty
Subject: CFA Information Session and Scholarship Information


All of you teach investment-related classes and may have students who might be interested in earning the CFA charter. I typically host an information session on campus each fall discussing the charter and scholarships, but this year will instead direct students to the webinar hosted by the CFA Institute. Please share the information below regarding the CFA program with your students that may be interested in learning more. I’ve attached powerpoint slides with info on the webinar and importantly information on scholarships that are specifically available to Baylor students and cover most of the exam and registration fees. I can be contacted by you or students with any questions at “”.

Thank you,

Brandon Troegle

Webinar Info

The CFA Institute Americas University Relations team will be offering CFA Program information sessions for students at affiliated universities across the Americas region including Baylor in late October. Webinar dates, times and registration links are available below, as well as in the attached powerpoint. Presentations will be customized by sub-region, but all sessions are open to all students.

These live virtual webinars will highlight how the CFA Program equips aspiring or practicing investment professionals with the knowledge and skills to thrive in a highly competitive industry. Information will be shared on the scope of the CFA Program, benefits of the CFA charter and details on exam administration will. The webinars will include a live Q&A. All registrants will be emailed a link to the video recording of the presentation after the event, so even those who are not able to attend should register to receive the link to the recording to watch on-demand when it suits their schedule.

United States Sessions

Tuesday, 26 October, 2-2:45pm ET — US Session 1
Wednesday, 27 October, 3:30-4:15pm ET — US Session 2

Chartered Financial Analyst (CFA) Program Overview

  • Globally recognized, graduate-level curriculum that provides a strong foundation of the real-world investment analysis and portfolio management skills and practical knowledge you need in today’s investment industry.
  • Organized into three levels, each culminating in a six-hour exam. Candidates report dedicating +300 hours of study per level. Completing the entire program is a significant challenge that takes most candidates between two and five years.
  • As the global marketplace becomes increasingly competitive, employers recognize the CFA charter as a reliable way to differentiate the most qualified job applicants and the most committed employees.
  • Most popular job categories for CFA charterholders: equities, fixed income, private equity, derivatives, real estate, hedge funds, commodities, currency

CFA Info Session and Scholarship Announcement.pptx

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