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Education Update

As VP of Education of the ASFIP, I would like to take this opportunity to bring our members up to date on what the Education team has been working on, and in general the latest developments. 

General Education UpdatesCFA Institute has provided members with CFA Program 2017 Curriculum Updates, and further offers links to the Refresher Readings as a free member benefit. Studying these materials offers a way to replenish one's knowledge and to earn CER/SER credits.  For more information.

ASFIP Education Initiatives
  • The Education Committee has been working with multiple vendors and negotiating discounts for our members.  The discounts are for courses that help in preparing for the CFA exam, as well as to enhance comprehension of various topics (e.g., Corporate Finance, Financial Modeling). If you are interested, please visit our webpage.
  • CFA Study Groups – CFA candidates are invited to join free informal study groups that can help them meet and work with other local ASFIP members while studying for the same CFA exam level.
  • Please mark your calendar and register for the “So You Want to Be a CFA Charter Holder” event. It is scheduled for November 16th at 5:30 pm. This gathering allows CFA charter holders to share their experiences with aspiring candidates, and even people who may be undecided about whether taking the CFA exams is right for them.
  • CFA Mock Exams - The Kaplan Schweser mock exam for the December Level I is scheduled for November 12.  Join us if you are interested in practicing taking the exam prior to the big day.
Scholarship Team
  • ASFIP is actively participating in the CFAI scholarship initiatives, and will be helping CFAI to select this year's recipients of the Access Scholarships (Access Scholarships are awarded on or before December 1st, to be applied to exams in the following year). 
  • Three scholarships sponsored by Kaplan Schweser were awarded by ASFIP for the year 2016.  We will continue working with Kaplan Schweser in 2017, and will announce the number of scholarships and their application deadlines at a later date.
Research Challenge
  • After the success of the UGA team, the winner of the 2016 Southern Classic and the Regional Research Challenge, ASFIP is looking forward to this year.  The Research Challenge Committee is currently recruiting participating schools, volunteers, as well working on the schedule and logistics of the event. If you are interested in in volunteering for this initiative, please contact us at
  • University Outreach 
  • The team is working on building relationships with local universities, and will be conducting events where students will be able to learn more about the CFA designation. 
Please contact us at, if you have any questions or are interested in participating in any events or volunteering for these initiatives. Keep in mind that our updates and useful links can always be found on our website.

Natalia Mazitova, CFA
VP of Education 2016-2017

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Continuing Education Opportunity 

Harvard's Investment Decisions & Behavioral Finance Program

Investment Decisions & Behavioral Finance Program: Led by a faculty of renowned experts and leading practitioners, this two-day program explores the revolutionary science of investment decision-making and teaches you how to apply that knowledge when managing assets or constructing portfolios. Participants learn the central principles and latest findings of the psychology of decision making under conditions of risk and uncertainty, with attention to practical applications for those responsible for managing assets and constructing portfolios for investment clients. CFA members receive a 10% discount on the tuition and the program is approved by both CFA and CFP for 15 continuing education credits. When registering on the site, enter “CFA” in the financial sponsor space and you will receive a discount on your invoice.

Enjoy lunch on us! 
Your  ASFIP account has been credited with two free luncheon vouchers for the 2016-2017 program season.  They can easily be applied during the online registration process.  Contact Cathy Ford ( or 678-324-8474) for assistance.  
Check out our program line up and register today!  
Atlanta Society of Finance and Investment Professionals

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