CFA Institute Program
The University of Canterbury is part of the Chartered Financial Analyst (CFA) Institute University Recognition Program. This program acknowledges that our Bachelor of Commerce (BCom) major in Finance incorporates at least 70 percent of the CFA Programme Candidate Body of Knowledge (CBOK), positioning students well to sit the CFA Exam Level 1.
Through the CFA Institute University Recognition Program, the Department of Economics and Finance offers some of the best learning experiences available to finance students. We offer a limited number of scholarships for Finance-majored students to take the CFA Exam Level 1 in June and December each year.
CFA Global Investment Research Challenge
In this Challenge, student teams compete to present the best company analysis, research report, and presentation for an opportunity to vie for the regional and global titles. For business and finance students, it’s an extraordinary CV builder and a chance to interact with the industry’s top firms.
The UC team competes against six teams of undergraduate and postgraduate students from other New Zealand universities. Each team prepares a sell-side investment report and presents their work to the judges, who are CFA Charter holders and work for top fund managers in New Zealand.
The team included five undergraduate students - Dylan Beardsley, Echo Guo, Alice Lee, Robyn Nuttall and Sung Park. They were mentored by Dr Huong Dieu Dang, CFA, and Roger Armstrong.
Back from left: Alice Lee, Beini (Echo) Guo (Analyst, Murray & Co),
UC teams have performed extremely well in the Challenge since it was first organised in New Zealand in 2008.
|Year||UC team placings|
|2014||No rankings were announced|
Past news stories:
- Research challenge tests young financial analysts (11 Dec 2013)
- Investment of time and energy pays off with challenge win (22 Oct 2009)
- College team takes top place 2nd year in a row! (15 Oct 2009)
- Finance students take out top prize (18 Nov 2008)
CFA examinations and PRM qualification
The UC curriculum is closely tied to professional practice and is well-suited to preparing students to sit the CFA examinations. The BCom program with a major in Finance is a CFAI-recognised program and covers more than 70 percent of the curriculum of the CFA exam Level I. Each year the Department is eligible to award a limited number of scholarships to UC students to take the CFA exam Level I.
Students also have the option to obtain the Professional Risk Manager (PRM) qualification.
About the CFA Institute Recognition Program
The CFA Institute (CFAI) is the global association of investment professionals that sets the standard for professional excellence and administers the industry gold standard CFA charter.
UC’s professional affiliation with CFAI ensures our students gain the core knowledge, skills and abilities ideintified by practitioners worldwide as essential for successful practice. Plus they have access to an internationally-recognised faculty and resources such as the Bloomberg Business Database. By mastering the fundamentals of the CFA Program as well as the Code of Ethics and Standards of Professional Conduct, our students gain a strong foundation that helps prepare them to be future investment professionals.
CFA recognition signals to students, employers and the marketplace that UC Finance graduates have a strong foundation in finance before they join the growing CFA Insitute community.
For more information contact:
Department of Economics and Finance
Phone: +64 3 369 3989