Steps towards professional development.
"The function of education is to teach one to think intensively and to think critically. Intelligence plus character - that is the goal of true education." - Martin Luther King Jr.
Netan is continuously searching for ways to enhance his education and work towards gaining the right credentials within the investment industry. Education to Netan is a privledge and something he values very much. He will continue to seek new opportunities to learn by pursuing new designations, courses, and through mentorship opportunities.
CANADIAN SECURITIES COURSE + CONDUCT & PRACTICES HANDBOOK + EQUITY & TRADING SALES COURSE
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Overall better understanding of the Canadian financial services landscape
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Knowledge of trading methods and what is required of a Registered Representative
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In-depth awareness of how to use various financial instruments (equities, managed products, structured products, derivatvoves, etc.)
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Foundation in accurately assessing multiple companies, industries, and market performance
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Understanding of Industry Standards of Codes and Ethics
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Ultimately was better educated to serve clients and support my team with confidence
2016 LEVEL I CHARTERED FINANCIAL ANALYST (CFA) CANDIDATE
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Currently self-studying to sit in for the June 2016 Level I CFA exam
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Topics Covered:
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Standards & Codes of Ethics
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Quantitative Methods
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Economics
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Financial Reporting and Analysis
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Corporate Finance
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Equity Investments
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Fixed Income
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Derivatives
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Alternative Investments
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Portfolio Management
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CONFERENCES & CASE COMPETITIONS
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Conferences:
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Workplace Skills Conference (2013)
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University of Victoria Leadership Coferences (2014)
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Pacific Venture Capital Conference (2014)
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Case Competitions
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RBC Case Competition
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KPMG Business Simulation
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EVISORS: THE CAREER ADVISOR NETWORK
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Seeked career advice from industry professionals in areas such as:
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Capital Markets
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Investment Banking
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Corporate Finance
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LINKEDIN WORKSHOP
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Increased personal knowledge on how to best use LinkedIn
