Benjamin Anderson
Location:
Chicago, Illinois
Charter obtained on:
Completed L3 in May of ’21, haven’t yet put in for work experience
Bio
Cost accountant at an international steel manufacturing company, specializing in modelling manufacturing costs and their impact on financial statements
Available for Academic Counselling:
Yes
Sections available to tutor:
Level 1
All Sections
Level 2
All Sections
Level 3
All Sections
Qualifications/Accreditations:
BBA, Loyola University Chicago ‘10
Goher Sarfaraz
Location:
United Kingdom
Charter obtained on:
August 28, 2021
Bio
Brief Background:
- I am a practicing accountant, auditor and consultant, leading specialist engagements for a global audit firm
- chose CFA to have more clarity on the financial products, their dynamics and how I can better service my clients with that knowledge
- retook L2 twice and L3 once. With fresh memory
Available for Academic Counselling:
Yes
Sections available to tutor:
Level 1
All Sections
Level 2
All Sections
Level 3
All Sections
Qualifications/Accreditations:
CFA, FRM, FCCA
Maryam Kurfi
Never give up on a dream you yearn for irrespective of how long it may take to accomplish. Believe me that time will pass anyway.
Location:
Abuja Nigeria/ London United Kingdom
Charter obtained on:
13th August 2021
Bio
The CFA Charter is a natural progression for me to accomplish my goal to be an investment banker. The pursuit was long, and bumpy, I re-took every level but never got deterred. My aspiration is to reach the unbanked in Northern-Nigeria within the Fintech spectrum. My advice to aspiring candidates is to believe in yourself and put in all you can. It is a personal journey.
Available for Academic Counselling:
Yes
Sections available to tutor:
Level 1
Quantitative Methods
Fixed Income
Financial Statement Analysis
Corporate Issuers
Portfolio Management
Ethical and Professional Standards
Level 2
Fixed Income
Microeconomics
Financial Statement Analysis
Portfolio Management
Equity Investments
Ethical and Professional Standards
Level 3
Behavioral Finance
Private Wealth Management
Equity
Fixed Income
Currency Management
Portfolio Construction
Ethical and Professional Standards
Portfolio Management Pathway
Private Markets Pathway
Language(s):
Hausa, Arabic, French, Italian
Qualifications/Accreditations:
BSc Economics, MSc Economics & Finance, CFA
Mike Massare
Mike likes to actively manage his personal investment portfolio and always enjoys talking about investments!
Location:
Washington, DC
Charter obtained on:
August 01, 2021
Bio
Mike is a quantitative research analyst at the Federal Reserve, where he has worked for almost 10 years. In this role, Mike analyzes financial institutions and financial markets to evaluate industry trends and inform strategy. In addition to teaching fixed income and quantitative methods, he is also experienced in teaching portfolio management, equities, and derivatives. He enjoys helping candidates master CFA content, and he likes to coach effective study management and testing techniques.
Available for Academic Counselling:
Yes
Sections available to tutor:
Level 1
Quantitative Methods
Fixed Income
Microeconomics
Macroeconomics
Economics (2024)
Financial Statement Analysis
Corporate Issuers
Portfolio Management
Equity Investments
Derivatives
Alternative Investments
Level 2
Quantitative Methods
Fixed Income
Financial Statement Analysis
Corporate Issuers
Portfolio Management
Equity Investments
Derivatives
Alternative Investments
Level 3
Behavioral Finance
Asset Allocation
Private Wealth Management
Equity
Fixed Income
Currency Management
Institutional Investors
Derivatives
Performance Evaluation
Capital Market Expectations
Trade Strategy & Execution
Manager Selection & Performance Attribution
Portfolio Construction
Portfolio Management Pathway
Private Markets Pathway
Qualifications/Accreditations:
CFA, Master’s Degree in Finance from George Washington University, Bachelor’s Degree in Economics and Mathematics from Bates College
Steven Wilken
Like many others, I had the unique 'pleasure' of writing the CFA exams during the pandemic and the deferrals that came along with it.
Location:
Toronto, ON Canada
Charter obtained on:
Sept 2021
Bio
I currently work in the Private Wealth Management industry with experience in both the mass affluent and high net worth space. My role involves the valuation of advisory practices at my firm. I will work with Advisors and Portfolio Managers to place a value on their practice and guide them through the selling/acquiring process. In my prior role I designed the variable compensation model for my firms Financial Planner workforce
Available for Academic Counselling:
Yes
Sections available to tutor:
Level 1
None
Level 2
None
Level 3
None
Qualifications/Accreditations:
CFA