The Future Financier - Skills Needed for Success

THE FUTURE FINANCIETR SKILLS NEEDED FOR SUCCESS Investment management is a highly complex and competitive field. There are a number of paths that the investment professional can choose to obtain the expertise and credentials needed to get ahead and stay ahead. The most rigorous and globally-recognized credential in the field of investment management is the Chartered Financial Analyst designation. Creighton University offers a Master in Security Analysis and Portfolio Management program with a curriculum based on the CFA Candidate Body of Knowledge taught by faculty members who have all earned the prestigious CFA designation. Follow the path below to learn about what it takes to earn a master's degree and become a CFA charterholder. SETYOURSELF APART LOOKING FOR A CAREER IN INVESTMENTS? THERE ARE MANY PATHS TO TAKE. MBA IN FINANCE CHARTERED FINANCIAL ANALYST (CFA) CERTIFIED FINANCIAL PLANNER (CFP) SPECIALIZED MASTER'S DEGREE CREIGHTON'S MASTER OF SECURITY ANALYSIS & PUKTFULIU MGMT. PREPARES STUDENTS FOR ALL 3 LEVELS OF THE CFA EXAM LACLOSERLOOKAT THE CFA EXAM BREAKDOWN OF THOSE TAKING THE CFA EXAM 23% Student Research Analyst 10% Accountant/Auditor Consultant 6% 40% Corporate Financial Analyst Relationship Manager 170 THE CFA PROGRAM INCLUDES 3 EXAMS OR LEVELS, COVERING 4 TOPIC AREAS. LESS THAN 20% OF INDIVIDUALS WHO SIGN UP FOR THE CFA PROGRAM ULTIMATELY EARN THE DESIGNATION. CHARTERHOLDEREDUCATION DEGREE LEVELS OF CFA CHARTERHOLDERS Bachelors or equivalent 56% Masters or equivalent 34% MBA Doctorate (PhD,EdD or equiv.) JD MEMBERLOCATION GEOGRAPHIC REPRESENTATION OF CFA MEMBERS 16% Europe 65% 15% Asia Pacific North America 1% 3% Middle East Latin America + Caribbean + Africa CAREER OUTLOOKS TOP OCCUPATION TITLES FOR CFA MEMBERS 30% Other [THE CFA CHARTER IS APPLICABLE TO A WIDE ARRAY OF OCCUPATIONS] 22% Portfolio Manager 14% Research Analyst 7% 5% 40% 4% Chief - Level Executive Consultant Relationship Manager Risk Manager Financial Adviser Corporate Financial Analyst 40% Investment Banking Analyst THERE ARE APPROX, 97,000 ACTIVE CFA CHARTERHOLDERS IN THE WORLD TODAY CAREER OUTLOOKS, CONT. THE TOP 5 PLACES OF EMPLOYMENT FOR CFA MEMBERS 23% Investment Company, Mutual Fund Private-Client, Wealth-Management Services, Family Office, Trust Company Broker-Dealer, Investment Banking, Self-Side Research 16% 10% Institutional Investment Management Services, Corporate Plan Sponsor, Corporate Treasury 16% Consulting Firm 8% PREPARE FOR CFA DESIGNATION WHILE EATRNINGYOUTR MASTER's. Offered on campus or online. Master of Security Analysis & Portfolio Management. FOR MORE INFORMATION VISIT ONLINE.CREIGHTON EDU/MSAPM Sources http://www.ctainstitute.org/ctaprogram/Documents/1963_current_candidate_exam_results.pdt http://www.ctainstitute.org/ctaprogram/Documents/cta_charter_brochure.pdf http://www.cfainstitute.org/cfaprogram/courseofstudy/pages/topic_area_weights.aspx http://www.cfainstitute.org/about/research/pages/index.aspx http://www.cfainstitute.org/about/Pages/facts_and_statistics.aspx CFA Institutee does not endorse, promote or warrant the accuracy or quality of the products or services offered by Creighton University. CFA Institutee, CFA®, and Chartered Financial Analyst® are trademarks owned by CFA Institutee. The CFA Institute is the sole grantor of the CFA Charter designation. Creighton UNIVĚRSI TY