CFA Society Ukraine has recently secured project funding for a series of conferences on the Investment Professional of the Future research. Here, the Society explains how the funding is helping, what the project entails and what will be key to the success of this initiative.
Q. How has this project funding helped CFA Society Ukraine to achieve its goals?
A. CFA Society Ukraine aims to become an opinion leader for the local investment and finance market. This initiative will include a series of five events, with 20-120 participants, followed by multiple PR activities. The project funding gives the Society an exceptional opportunity to build its presence locally and to increase its association with the CFA brand of professional development events – targeting both members and other local investment professionals.
Q. How is CFA Society Ukraine bringing Investment Professional of the Future to life?
A. The Investment Professional of the Future initiative will include a series of five events devoted to the development of the skills of local investment professionals and industry participants. The events will help prepare these individuals for future changes in the profession. The idea is to make a series of events that will cover different topics in a variety of formats to help our members upskill. The series will cover:
- Smart HR Dinner: Finance and Investment Professionals of the Future. The event will target HR specialists and promote CFA charterholders and CFA Program candidates to this audience. It will aim to help increase the value of the CFA charter locally.
- Business Networking Event: Be ready for the Future. During this event, we will present the results of the Investment Professional of the Future research and inform our members of the skills that will be required in the future.
- Valuation & Portfolio Management Workshop Marathon: Newest techniques of financial modelling and asset allocation. Currently, there is no alternative platform locally, which means that we will create quite a new opportunity for industry representatives to exchange knowledge between professionals in equity research, valuation, financial modelling, and portfolio construction.
- Ethics Days: Reputation – sustainable investment for the future. CFA Society Ukraine is targeted to become the strongest advocate of ethics in the investment profession locally. Through this event, we plan to gain the support of investment industry representatives on the importance of ethics locally.
- “Beyond the Numbers”: A series of soft-skill workshops for members. Society members are eager to receive specific knowledge of soft skills to help give them a competitive advantage in the workplace.
The series of the events will be supported by a huge PR campaign targeting local media and social networks.
Q. What do you think will be key to the success of this initiative?
A. The main idea of the whole initiative is not only to present the results of the CFA Institute Investment Professional of the Future research, but to provide members and representatives of the local investment industry with the chance to upgrade their hard and soft skills to prepare themselves for the future changes in the industry. This massive skills training will increase the competitiveness of Society members in the local and global job markets.
Among the keys to the success of the project are:
- Single umbrella branding of the series of events, which increase the level of brand recognition and will help to position Society as opinion leader locally.
- Different event formats targeted to a diversified audience; creating additional continuing education and professional development opportunities for Society members, Program Candidates and wider audience.
- Creation of a special platform for HRs working in the recruitment of finance and investment professionals that will help to promote CFA charterholders as candidates for local top-employers, as well as build sustainable institutional partnerships for Society.
- Attraction of the media to the research and coverage of this initiative and activities of CFA Society Ukraine in general.
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