Stamford CFA

CFA Program Identification Policy Change

wenbert — Thu, 19 Apr 2012 03:49:38 +0000

CFA Institute requires an international travel passport* from every candidate. This policy sets forth one global standard, in the form of a single document that is both internationally obtainable and recognizable, that allows us to confirm the identity of our candidates, and to ensure that all candidates receive identical treatment during the exam day admissions process.

This policy applies to all new and returning candidates, and is strictly enforced.

It is your responsibility to read and understand the instructions and requirements below.

You must enter and verify your valid international travel passport* information to enroll in and register for the CFA Program.
If your passport information changes (e.g., name, passport number, country of issuance), you must update your CFA Institute account (PDF).
You must present your international travel passport* on exam day, and the name†, date of birth, passport number, expiration date, and country of issuance on your passport must match exactly the information you provided to CFA Institute.
On exam day, if you do not present a valid international travel passport or the information in our records does not match the information on your passport, you will not be permitted to take the exam and you will forfeit your registration fee. Failure by proctors to detect an invalid passport does not imply the passport is valid or that your results will ultimately be reported.

Is Your International Travel Passport Valid?

In order for your passport to be considered valid it must:
Be a current (not expired) international travel passport*
Include a recognizable photograph on the passport data page.
Contain your name†, date of birth, passport number, expiration date, and country of issuance. How to locate this information on your passport (PDF).
Exactly match the information you provided to CFA Institute.
Be an original document. Photocopies will not be accepted.

*An international travel passport is a document issued by a national government which certifies, for the purpose of international travel, the identity and nationality of its holder. It is the only acceptable form of identification for the CFA Program. Passport cards, national identification cards, limited travel documents, and internal passports are not valid forms of identification for the CFA Program. Read more detailed information.

†Name Variations

Examples of acceptable name variations are provided below.

Please contact us if you have any questions or concerns about our identification policy.

CFA Institute ID info page: www.cfainstitute.org/ID

NYSSA – Bermuda Conference

wenbert — Tue, 17 Apr 2012 01:40:37 +0000

The Stamford CFA Society is invited to the Investing in Bermuda Conference at NYSSA on May 2^nd. The luncheon speaker will be Bermuda’s Premier, the Hon. Paula A. Cox, JP, MP.

The program will consist of expert government and private sector bankers including Bermuda’s Ministry of Finance, the Bermuda Monetary Authority, the Ministry of Business Development & Tourism, the International Tax Information Exchange treaty team who will be joined by a spokesman from Bermuda’s investment banking, legal, accountancy, trusts, fund administration, insurance, re-insurance, captive firms and the banking sectors.

Introductory remarks will be made by the Hon. Wayne Furbert, Minister of Business Development & Tourism and Other speakers will Jeremy Cox, Chairman of the Bermuda Monetary Authority and Wayne Brown, Assistant Secretary, Ministry of Finance and Leader of Bermuda’s Tax Information Exchange Agreement group.

Following the morning’s panel sessions and luncheon, there will be breakaway sessions where attendees might meet with individual speakers to discuss their areas of business.

For more information or to register, please go to the website http://www.nyssa.org/programs/mastercalendar/tabid/121/vw/3/itemid/420/d/20120502/Investing-in-Bermuda-Conference.aspx

FPA CT Conference, April 25th, Aqua Turf

wenbert — Tue, 17 Apr 2012 01:33:36 +0000

FPA PLANNERS CONFERENCE 2012

Wednesday, April 25, 2012, Aqua Turf Club, Plantsville, Connecticut

CFA Society members receive a special rate of $150 if pre register by April 22

FPA CT Planners Conference, April 25, 2012, 7:30-5:30, earn up to 7 CFP credits and 4 CT state insurance credits. Breakfast keynote is Michael Kay, CFP, who spoke at the FPA National Conference 2011 to rave reviews. Lunch Keynote is “Outlook for the Financial Markets” with Bob Froehlich, Chief Investment Strategist for Wealth Management at the Hartford. The final keynote speaker is The Honorable David Walker, Founder, President and CEO of The Comeback America Initiative and former Comptroller General of the US. In between keynoters are 3 breakout tracks to choose from. For more information and to register visit www.fpact.org and click on the Conference link, email fpact@snet.net or call 860-721-1060. CFA Society members receive a special rate of $150 if pre-registered by April 22nd. Includes breakfast, lunch and a cocktail hour at 4:30.

Middle East Realignment

wenbert — Sat, 25 Feb 2012 12:07:32 +0000

“Middle East Realignment”
Herbert I. London, PhD
President Emeritus, Hudson Institute

World Affairs Forum
Great Decisions Presentation
Monday, February 27, 2012
Refreshments Courtesy of The Greenwich Library
7:00 pm – Presentation and Q&A
8:30 pm – Conclusion
Admission: Free
2012 Great Decisions Briefing Books for Sale

Greenwich Library
Cole Auditorium
101 West Putnam Avenue

Co-sponsored by The Greenwich Library

Stamford CFA Society 2012 Forecast Contest

wenbert — Tue, 31 Jan 2012 14:13:09 +0000

In keeping with the sprit of our annual Forecast Dinner, the SCFAS invites you to submit your estimates for the closing 2012 levels for the following markets/securities:

S&P 500 price: *

10-year U.S. Treasury Note yield: *

Gold, spot price: *

TIEBREAKER, Super Bowl winner and score *

We’ll award a prize to the three members whose prognostications come closest to the closing values on the last business day of the year. Please be sure to submit your entry before 12:00 PM Sunday, February 6 2012.

Prizes will be a giftcard of your choice in the following amounts:

First place: $150.00
Second place: $75.00
Third Place: $25.00

Winners will be announced in January 2013 on the website and at next year’s Forecast Dinner.

Your First Name *

Your Last Name *

Your Contact Number

(Optional)

Your Email Address *

* Required inputs.

2012 Harvard Business School Investment Conference at the School

wenbert — Fri, 27 Jan 2012 08:54:06 +0000

Welch MBA Forum to Present Kathy Giusti of the Multiple Myeloma Research Foundation

wenbert — Fri, 27 Jan 2012 07:20:34 +0000

Pension Risk Management and Governance: Challenges and Opportunities in a New Era

wenbert — Thu, 05 Jan 2012 07:31:59 +0000

Live Seminar October 6th – Jason Hsu

wenbert — Thu, 29 Sep 2011 14:49:29 +0000

Dear Society Leaders, We are offering another audio presentation live via our website. We welcome societies to promote this upcoming program to members by posting information on their website and/or notifying members via email. Please note that the program is free and individuals who are

New Levers of Control: Candid Discussions about Becoming an RIA

wenbert — Tue, 27 Sep 2011 02:16:46 +0000

Join MarketCounsel’s founder and managing director, Brian S. Hamburger, JD, CRCP, AIFA, as he navigates through some of the most pressing legal and compliance considerations to becoming an independent Registered Investment Advisor (RIA).

http://www.nyssa.org/programs/mastercalendar/tabid/121/vw/3/itemid/180/d/20111020/New-Levers-of-Control-A-Candid-Discussion-about-Becoming-an-RIA-.aspx