Jonathan Olshock’s Post

Experiential learning emphasizes the importance of acquiring knowledge through direct experience and, crucially, reflection on that experience. It's about getting your hands dirty, diving into challenges head-on, and learning from both successes and setbacks. That's why we're thrilled to announce our collaboration with the CFA Institute, a global leader in investment education. Together, we're revolutionizing the learning experience by integrating experiential learning principles into the CFA Institute Climate Risk, Valuation, and Investing Certificate. Through the collaboration, participants will engage in hands-on activities, apply their knowledge to real-world scenarios, and reflect on their experiences to deepen their understanding and skills. We're proud to be part of this transformative journey towards experiential learning. 🔗Read more about the collaboration: https://lnkd.in/ej7aPTrQ #ExperientialEducation #ProfessionalDevelopment #CertificationPrograms #GraduateStudies #Upskilling #ContinuingEducation #LearningAndDevelopment #SkillsTraining #ProfessionalCertification #CareerGrowth #InvestmentEducation #FinanceCertification #FinancialTraining #ClimateRisk #ValuationTraining #InvestingSkills #HandsOnLearning #RealWorldExperience #ReflectiveLearning #CollaborativeLearning #IndustryPartnerships

To celebrate the one-year anniversary of the revamped Investment Foundations Certificate, the CFA Institute is hosting a series of free “Live Learning” webinars! During this series, you will hear from instructors who played a pivotal role in shaping the curriculum, and you’ll walk away with practical knowledge that can be immediately applied to your professional journey. These live learning sessions will empower you to navigate the investment industry with confidence. Whether you’re a student aspiring to enter the investment industry or a professional in marketing, project management, human resources, legal, or tech, these sessions are tailor-made to decode the language of finance just for you. ➡️Wednesday, 10 April 2024 9:00am EDT / 1:00pm GMT  “Beyond Stocks: Derivatives & Alternatives Unleashed!”  Take a deep dive into derivatives and alternative investments.    ➡️Thursday, 25 April 2024 11:00am EDT / 3:00pm GMT  “Decoding Dollars: Mastering Financial Statements”  Enhance your understanding of how investment professionals identify relevant information and how the analysis of that information affects their investment and financing decisions.    ➡️Wednesday, 22 May 2024 9:00am EDT / 1:00pm GMT  “Investment Management and ESG Investing Essentials”  Introduction to the benefits, key concepts, and approaches to ESG investing and its link to DEI. You will also learn how ethical dilemmas that arise in practice within and beyond each of these elements can be addressed through an ethical decision-making framework. 🔗 https://lnkd.in/gzvZPN9s #webinar #financialservices #financialprofessional #complianceofficer #policymaker #standards #ethics #regulations #cfacolorado #cfainstitute #sales #management #financial #financialwellness #economics #investment #success #mentorship #leadership #coaching #inspiration #education #denvercolorado #denverevents #denverbusiness #denvernetwork #denverfinance #educationfinance #financialeducation #curriculum #recognition #content 

Our November Member Spotlight features our Society's President, Ryan Tomlinson, CFA, Senior Portfolio Manager of U.S. Bank: 1. What/who in your childhood or schooling convinced you to get into investing? I first became interested in investing because of a stock-picking competition that my sixth grade teacher started. One reason I am passionate about financial education is because it can change people’s lives for the better when they become financially successful. 2. What is the hottest financial trend that you are following? Artificial Intelligence and the implications it has for investing, the job market, ethics, intellectual property and society as a whole. Furthermore, as important as AI is, will this be the next bubble, similar to the technology bubble in the late 90s? 3. Would you like to share your investing approach? In light of recent market valuations, I think it is important to remember to stay diversified and that earnings and revenue matter! It is easy to keep a level head and a long-term approach if you have done this. Also, as Warren Buffet is often quoted: “Be fearful when others are greedy, and greedy when others are fearful.” 4. What changes have you seen in the industry since you started? Passive investing versus active investing has been the biggest trend. Understanding the implications and opportunities here are important. ESG investing is probably the second biggest trend and is quickly becoming the standard rather than the exception. 5. What do you see as the best part of being a CFA Society Member? The events are interesting and engaging. The food is delicious, and it is a great opportunity to network and meet others in our field. 6. What would you like to share with those who still haven’t earned their CFA designation? The CFA curriculum is a fantastic and cost-effective way to further your education. The opportunities afforded to you by completing it are unparalleled. ###

Back to books and weekend studies….. I am happy to share that I have cleared the CFA Institute’s - "Certificate in ESG Investing" exam. After almost 18 years of my last studying days of FRM, returning to books was an arduous but challenging task. Thanks, Uday, Tushar, Mohit, and my son Atharva for helping me sit in one place for over 8 hours at a stretch and complete this course.   In today’s ever-evolving and dynamic world, staying relevant is the key, and what better option than to continue to learn?   As Mahatma Gandhi ji said - "Live as if you were to die tomorrow. Learn as if you were to live forever." CFA Institute #esginvesting #consulting #esgratings #sustainability MP Financial Advisory Services LLP #esgratingconsulting The future will be green, we don't have an option (let us be clear)

We have some research to share! Kaplan Schweser, which specializes in providing exam prep courses and study materials for financial certifications, has released its 2024 CFA (Chartered Financial Analyst) Program Survey, exploring the diverse experiences, interests, and viewpoints of charterholders and candidates. Among the survey's findings: - Artificial Intelligence: 82% of respondents say that #ai has impacted their job role in some way. Over two-thirds also believe that AI will add value to their role in the future; however, about one-quarter are unsure of whether AI’s impact will be positive. - Job Satisfaction: 60 percent of respondents were more satisfied with their career trajectories after passing their most recent exam or becoming a charterholder. This was particularly true of charterholders, at 67 percent. - ESG: CFA candidates and charterholders are split when it comes to ESG investing practices, which integrate environmental, social, and governance factors into investment decisions and promote responsible, sustainable growth by evaluating companies’ impacts on people and the planet. While 38% agree that learning about ESG investing practices will make them more effective in their field, 28% disagree, and 34% are neutral on the topic. “The CFA charter remains one of the most important and impactful designations in the investment management industry. As a result of pursuing and earning the CFA charter, professionals are more satisfied with their careers and career trajectories, and are rewarded by their employers with promotions and increased earnings. Likewise, organizations see positive returns from supporting their CFA candidates. Their employees are more satisfied and competent in their job roles, feel valued, and are more committed to their current organization," said Derek Burkett, vice president, Kaplan Schweser. "At Kaplan Schweser, we’re committed as ever to helping candidates build their knowledge and pass their CFA exams, enabling them to achieve their goals.” Check out the press release below for more! https://lnkd.in/gbkEu9dH #charteredfinancialanalyst #cfa #cfaexam #cfaexams #wealthmanagement #investing

🚀 Exciting Announcement: Project Completion with Coursera Project Network 🚀 I'm thrilled to announce the successful completion of a dynamic project offered by the Coursera Project Network! 🎉 🔍 Project Title: Seeking Investment Alpha 📚 Platform: Coursera Project Network Through this engaging journey, I delved deep into the world of investment alpha seeking, mastering essential strategies and methodologies to uncover opportunities in the financial market. 📈💼 Key Highlights: ✅ Explored advanced techniques for identifying and capitalizing on investment alpha. ✅ Analyzed real-world datasets to formulate actionable insights. ✅ Developed a comprehensive understanding of risk management and portfolio optimization. This project not only honed my skills but also expanded my perspective on the intricacies of investment strategies. 💡 A special thanks to the Coursera Project Network for providing such a enriching learning experience! 🙌 I'm now eagerly looking forward to applying these newfound insights and skills in real-world scenarios, driving impactful results in the realm of finance. 💼💰 #InvestmentAlpha #CourseraProjectNetwork #Finance #LearningJourney #SkillsDevelopment #DataAnalysis #PortfolioOptimization #RiskManagement

🎉 Thrilled to share some exciting news: our team (Ben Lopez (BA., MSc.)) recently won the Financial Conduct Authority DIFoR competition with our project, the Sustainable Finance Monitoring and Compliance System (SFCMS)! 🌿📊 This innovative system leverages data science to combat greenwashing, ensuring transparency and accountability in sustainable finance. My involvement in this project started when I was invited to present at the British Conference of Undergraduate Research, which centred around interdisciplinary research. 🔍 The SFCMS project isn't just about technology and finance; it's fundamentally about understanding human behaviour. By analyzing data through psychological principles, we can better detect deceptive practices and promote ethical standards in the industry. This approach highlights how psychology plays a crucial role in addressing complex challenges, fostering trust, and driving positive change. Interdisciplinary collaboration—combining psychology, data science, and finance—has been the cornerstone of our success. It's a powerful reminder that insights from psychology are invaluable across various fields, offering unique perspectives and solutions to modern problems. The FCA Emerging Technology and Data Innovation competition, an international platform, provided a fantastic opportunity to showcase our work on a global stage. A huge thank you to the team, the FCA, and everyone who has supported us on this journey. Let's continue to champion ethical practices and the integration of diverse disciplines for a sustainable future! 🌍💚 #SFCMS #DIFoR #SustainableFinance #InterdisciplinaryResearch #BCUR #EthicalFinance #Greenwashing #Innovation #Collaboration #Sustainability #Transparency #Accountability

🌱🌍 Exciting Announcement! 🌍🌱 After months of hard work and dedication, I am proud to present my second Udemy course on CFA ESG Investing Certification! Throughout my life, I've always been a curious cat, eager to learn anything and everything that piques my interest. However, financial constraints often posed significant hurdles on my path to knowledge. A few months back, when a student approached me seeking a budget-friendly option to prepare for the certain professional certificates, I discovered that there were limited resources available to help them. Determined to make a difference and enable aspiring learners to achieve their goals, I decided to take matters into my own hands and create an inclusive and accessible course. Balancing a full-time job and caring for my wonderful five-year-old daughter made the journey challenging, but I firmly believe in the value of doing hard things. This course includes: 📹 12 hours of engaging video sessions to grasp the core concepts effectively. 💼 Practice questions to reinforce your understanding and boost confidence. 📚 Required Readings from CFA Institutes to ensure you're well-prepared for the exam. 🗓️ A Study Planner Sheet to help you organize your study schedule efficiently. My goal is to help as many students as possible to pass the CFA ESG Investing exam with flying colors without breaking the bank. 🚀 Together, we can make a significant impact! Link to the course: https://lnkd.in/gaRyWhR2 #esginvesting #esg #Sustainability #ClimateRisk #cfa #UdemyCourse #AffordableLearning #Empowerment hashtag #LifelongLearning

Transform your investment career with the CFA UK's Level 4 Certificate in #ImpactInvesting. As sustainable finance reshapes the investment landscape, impact investing has moved from niche to necessity. Are you ready to lead this transformation? The CFA UK Level 4 Certificate equips you with: 🎯 Strategic Expertise - Master impact measurement & management - Develop sophisticated ESG integration frameworks - Navigate the latest regulatory requirements 💡 Practical Applications - Design impact-aligned portfolios - Conduct thorough impact due diligence - Implement effective stakeholder engagement strategies 🏆 Career Advancement - Join a growing network of impact investing professionals - Earn a prestigious qualification from CFA UK - Differentiate yourself in an evolving market This is the perfect learning opportunity for investment professionals looking to: - Integrate impact considerations across investment decisions - Drive measurable positive outcomes - Stay ahead of industry trends - Build credibility in sustainable finance Learn more about the certification that's setting the standard in impact investing. Link to program details in comments below ⬇️ #ImpactInvesting #Learning #CFAUK

I’m happy to share that I have obtained a new certificate: Investment Foundations, issued by the CFA Institute! The role of international #finance and #investments in today’s economy can hardly be overstated. From the EU’s plans to create a #CapitalMarketsUnion to the US #InflationReductionAct, new tariffs, and stricter global investment screening, harnessing the power of finance and investments to reach political and economic goals is a top priority. This course has taught me useful knowledge about the functioning of the #financeindustry, correctly analysing different types of investments, and evaluating risks & opportunities for companies, governments, and other shareholders. The role of #privatesector actors and other non-traditional "geopolitical animals" in this field will only continue to grow. Finally, I never thought I’d say this, but the exam was an overdue opportunity to dust off my micro-economic 'skills' from undergrad #uni days (you know, shifting demand curves around and other fun exercises…). Their practical use is much clearer to me now - thanks to my #experience at Global Counsel, where I could already apply some course learnings over the last 2 years.