CFA Society welcomes 12 new local charter holders

CFA Society Cayman Islands, the local member society of the CFA Institute, has announced that 12 local investment professionals have earned the Chartered Financial Analyst designation.  

“The investment professionals who we honor today have the potential to shape a more trustworthy financial industry that better serves society,” said Monique Frederick, president of the CFA Society. 

“These new charter holders have shown a continued commitment to professional integrity, education and trust in finance. We welcome them as they join the CFA Institute and CFA Society Cayman Islands’ global effort to create an environment where investors’ interests come first, markets function at their best, and economies grow. We congratulate them on their wonderful achievement.” 

To earn the CFA charter, candidates must pass three rigorous six-hour exams. The CFA curriculum includes ethical and professional standards; financial reporting and analysis; corporate finance; economics; quantitative methods; equity, fixed income, alternative investments; derivatives; portfolio management; and wealth planning. Currently, more than 120,000 investment professionals in 149 nations and territories hold the CFA charter.  

A recognition event was held in January at the George Town Yacht Club to welcome the latest group of investment professionals who have earned the CFA designation. The charters were awarded to the recipients by Bobby Lamy, the head of curriculum development at the CFA institute.  

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Education Minister Tara Rivers delivered the keynote address and thanked the CFA Society for the initiatives it has embarked upon to improve investment standards in the Cayman Islands.  


CFA charter recipients were joined at a recognition event by Minister Tara Rivers, Bobby Lamy, head of curriculum development at the CFA Institute, and Monique Frederick, president of the CFA Society Cayman Islands.
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