Developed alongside the highly respected CFA Institute, this handy guide will pay dividends for years to come.
Most large investment-advisory firms comply with strict rules on performance reporting set by the CFA Institute.
WSJ: The Intelligent Investor: New Ways to Weigh Your Adviser
Of late, though, the CFA Institute has been a strong advocate for investor protection.
FORBES: Fiduciary Now! How to Protect Main Street from Wall Street's Casino Culture
For more on understanding your own risk profile, see Chapter 1 of the Forbes CFA Institute Investment Course book.
The CFA Institute published a commentary Monday on Forbes warning against the stock.
In 1992, I enrolled in the program through the CFA Institute and passed all three exam levels in the minimum three-year period.
On 16 December, Aswath Damodaran a professor at NYU Stern and a speaker at a recent CFA Institute conference posted an interesting perspective.
Three academics, including CFA Institute senior managing director Robert Johnson, say stocks typically do their worst in the second year of a four-year presidential term.
The CFA Institute is currently holding its annual conference in Boston.
Stephen Horan, director of private wealth at the CFA Institute, an organization of financial analysts, urges investors to think of "aspirations" as another form of leverage.
For more information on commodities, check out this summary of the talk given at the CFA Institute 2011 Annual Conference by the respected commodities investor Jim Rogers.
The CFA Institute, a nonprofit association of financial analysts, also is working on new standards for presenting returns to retail clients, says an executive director there, Jonathan Boersma.
WSJ: The Intelligent Investor: New Ways to Weigh Your Adviser
Visit TrustCFA.org for more CFA Institute Investor Education materials.
Michael McMillan, a chartered financial analyst and director of ethics and professional standards for the CFA Institute, wrote a thoughtful post on the CFA Institute blog recently that illuminates this issue.
FORBES: Fiduciary Now! How to Protect Main Street from Wall Street's Casino Culture
He is a member of the CFA Institute.
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The authors, Mitchell Conover of the University of Richmond, Gerald Jensen of Northern Illinois University, Robert Johnson of the CFA Institute and Jeffrey Mercer of Texas Tech University, studied data from December 1970 through August 2007.
For strategies that invest in a range of asset classes, such as bonds and commodities, investors and advisers should come up with a more-balanced benchmark, says Jonathan Boersma, executive director of Global Investment Performance Standards for the CFA Institute.
She had done pre-med for four years, but she had to start all over again, training herself on practice mops and sweeping the dirt around on the ground at the CFA summer institute in Phoenix.
On November 17, 2011 Wallace Forbes, CFA, president of Forbes Investors Advisory Institute, hosted a Forbes Investment Roundtable discussion among several leading investment authorities.
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Wallace Forbes, CFA, president of Forbes Investors Advisory Institute which publishes the Forbes Special Situation Survey, Forbes Growth Investor and the Forbes Stock Market Course.
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