Resource Center
Resource Center

CFA Institute Tag Page 1


Articles associated with this tag:

 12NextLast1-10 of 11
CFA Society of Orlando presents the Investors First Podcast: Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes
CFA Society of Orlando presents the Investors First Podcast: Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes Tue, Mar 15, 2022 In this episode of Investors First Podcast Jason Zweig will compare traders vs. investors and discuss the gamification of investing, time on device, and the boredom market hypothesis. Read More
By CFA Society of Orlando

How to choose a financial advisor: 6 tips for finding the right one
How to choose a financial advisor: 6 tips for finding the right one Fri, May 21, 2021 “Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the pro... Read More
By James Royal at bankrate.com

Colby Donovan & Chris Cannon, CFA - Tamar Frankel: State of the Union with the Godmother of Fiduciary
Colby Donovan & Chris Cannon, CFA - Tamar Frankel: State of the Union with the Godmother of Fiduciary Tue, Feb 23, 2021 CFA Society of Orlando: Investors First Podcast 40: Tamar Frankel: State of the Union with the Godmother of Fiduciary hosted by Colby Donovan and Chris Cannon, CFA Read More

The Types of Fiduciary Financial Advisors
The Types of Fiduciary Financial Advisors Thu, Dec 17, 2020 Here we talk about the requirements to call yourself a fiduciary and the different types of fiduciary financial advisors, including: Fee-only fiduciaries. Certified financial planner fiduciaries. Registered investment advisor fiduciaries. Retir... Read More
By U.S. News and World Report

CFA Society of Orlando - Investors First Podcast with Michael Falk, CFA & Chris Cannon, CFA: 6 Deadly Sins of Investing
CFA Society of Orlando - Investors First Podcast with Michael Falk, CFA & Chris Cannon, CFA: 6 Deadly Sins of Investing Thu, Nov 05, 2020 CFA Society of Orlando Investors First Podcast with Michael Falk, CFA and Chris Cannon, CFA discussing the 6 deadly sins of investing. Read More

What is a Fiduciary Financial Advisor?
What is a Fiduciary Financial Advisor? Wed, Sep 02, 2020 A fiduciary is defined by the legal and ethical requirement to put your best interest before their own. Read More
By U.S. News and World Report

The Truth About Financial Advisors’ Services And Fees
The Truth About Financial Advisors’ Services And Fees Tue, Sep 01, 2020 So, you have decided you want to leave the DIY behind and get some help with your money. That is until you start searching and find that you need a degree in finance just to understand the different types of services and fees. Save yourself some t... Read More
By as seen in Forbes

2020 VOLUNTEER OF THE YEAR AWARD WINNERS
2020 VOLUNTEER OF THE YEAR AWARD WINNERS Tue, Aug 25, 2020 As a former president and long-time board member, Chris Cannon has a deep history with CFA Society Orlando. He has also served on the CFA Institute US Advocacy Advisory Council and the CFA Institute Annual Conference Committee. Most recently, he serv... Read More
By CFA Institute

Paul Smith, CFA & Chris Cannon, CFA - COVID-19: Around the World and Back Again
Paul Smith, CFA & Chris Cannon, CFA - COVID-19: Around the World and Back Again Thu, Jul 23, 2020 CFA Society Orlando's Investors First Podcast titled "COVID-19: Around the World and Back Again." Read More

Chris Cannon, CFA, CIO at FirsTrust, Selected as a Finalist for CFA Institute's 2020 Volunteer of the Year Awards
Chris Cannon, CFA, CIO at FirsTrust, Selected as a Finalist for CFA Institute's 2020 Volunteer of the Year Awards Tue, Jul 14, 2020 We are happy to announce that Chris Cannon, CFA, CFA Society Orlando Board Member, was selected as one of 3 finalists for CFA Institute’s 2020 Volunteer of the Year Awards in the Americas Region! Read More

 12NextLast1-10 of 11