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CFA Exam

topic on 3 shows · 3 statements across 3 episodes

Innovators & Investors BigDeal Capital Allocators

3 statements about CFA Exam, every show

BIGDEAL Assertion Contradicted
Loeffler: Only 11% of CFA exam passers are women
“Only 11% of the people that pass this exam are women.”
Kelly Loeffler May 14, 2025 ▶ 17:14 Billionaire Business Expert: How Small Businesses Can Get Money - SBA Head, Kelly Loeffler
INNOVATORS & INVESTORS Insight
CFA program fails to teach investors how to evaluate CEO character
“The, in the, a exam process, you do a lot of math and you learn a lot of formulas and techniques. What you don't learn is, yeah, is how to evaluate the character of a CEO and management team.”
Dan Rizzo Jan 30, 2025 ▶ 14:34 20 - From HealthTech IPO to Family Office Success with Dan Rizzo
CAPITAL ALLOCATORS Assertion Partly supported
Ellis: 135,000 people have passed CFA exams with 250,000 in the queue
“135,000 people have passed the exams, and another 250,000 people in the queue.”
Charlie Ellis Jul 30, 2018 ▶ 20:28 Charley Ellis - Indexing and Its Alternatives (EP.62)

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