Jump to content


Photo

Cfa, Stock Broker And Other Finance Related Licensure Exams


  • Please log in to reply
23 replies to this topic

#1 mike168

mike168

    Hottie

  • (05) Regular
  • PipPipPipPipPipPipPip
  • 391 posts

Posted 13 January 2008 - 08:15 PM

hi there peeps ask o lang sana anyone here took the cfa exams? balak ko sana kumuha eh probably this year december but my problem is pwede ba ko mag review before hand? or kelangnan ko muna mag register sa exam before they release the esam coverage/materail to me. btw if sobrang hirap cfa i may pursue a career as a stock broker, ano naman po mga licensure exam kelangan ko kunin para dito or may maisuggest ba kayo other finance related licensures?

#2 jaydawg

jaydawg

    Chaser

  • (04) Casual
  • PipPipPipPip
  • 52 posts

Posted 20 January 2008 - 02:19 AM

mahirap ang CFA exam/s. hindi yan basta basta lang. you really have to review. plus CFA certification has many exams

#3 JWalker09

JWalker09

    Looker

  • (04) Casual
  • PipPipPipPipPip
  • 100 posts

Posted 28 January 2008 - 08:40 PM

pwede ka din mag RFP - Registered Financial Planner of the Philippines. Katulad mo sina Mr. Francisco Colayco etc.

#4 D. Sanchez

D. Sanchez

    Wanton

  • (05) Regular
  • PipPipPipPipPipPipPipPipPipPipPip
  • 798 posts
  • Location:Lungsod ng Quezon
  • Interests:Napoleon Dynamite RuleZ!

Posted 01 May 2008 - 07:41 PM

Stock Broker Exams - you can call or visit Securities and Exchange Commission (SEC) Office located in EDSA Mandaluyong near Robinsons Galleria. The exam is Securities 7 exam. Once you pass you are a Certified Securities Representative a.k.a. Stock Broker.

Website: www.sec.gov.ph

Edited by D. Sanchez, 01 May 2008 - 07:42 PM.


#5 JWalker09

JWalker09

    Looker

  • (04) Casual
  • PipPipPipPipPip
  • 100 posts

Posted 13 May 2008 - 02:32 PM

Review for those who wish to stock brokers. here is a memo link at Philippine Stock Exchange Website:
http://www.pse.com.p...O_2008-0256.pdf
The review will be on June and July 2008.

#6 JWalker09

JWalker09

    Looker

  • (04) Casual
  • PipPipPipPipPip
  • 100 posts

Posted 13 May 2008 - 02:48 PM

PSE Ateneo Certified Securities Specialist: Attached File  PSE_Ateneo_20CCE_20poster_website_20announcement.pdf   307.15KB   15 downloads to those who want to study the 6 months course.

#7 idunno

idunno

    Hottie

  • (03) Newbie
  • PipPipPipPipPipPipPip
  • 351 posts

Posted 02 June 2008 - 10:41 PM

hindi naman daw ganoon kahirap yang cfa exam. you can do it if you put your heart into it man!

#8 ice_x2004

ice_x2004

    Cutie

  • (04) Casual
  • PipPipPipPipPipPip
  • 218 posts
  • Gender:Male

Posted 06 August 2009 - 10:41 PM

planning on taking this cfa thing, any advise? or can anybody help me here? of course for a fee

#9 neKnock

neKnock

    All-American Reject

  • (07) Avid Member
  • PipPipPipPipPipPipPipPipPipPipPipPipPipPipPipPipPipPip
  • 5282 posts
  • Gender:Male
  • Location:Sta. Mesa
  • Interests:basketball, football, rock, Magic: The Gathering

Posted 11 September 2009 - 03:59 AM

walang nagtatanong kung pano maging licensed insurance agent? :lol:

#10 malivogueako

malivogueako

    Looker

  • (04) Casual
  • PipPipPipPipPip
  • 100 posts
  • Gender:Female
  • Interests:Rich Hot Men

    Car

    Pick Up Lines

    Pinoy Jokes

    Pinoy Love Quotes

    PamataynaBanat.blogspot.com

Posted 27 June 2010 - 02:43 AM

nakakatulong ba ang pagiging CFA pag maglalaro ka na sa stock market???

I think stock market is some sort of gamble, so basically konti lang magagamit mo sa pinag-aralan mo when you are going to play in the market. CFA i think is puro theoritical how to compute but i think that shouldn't be the case.

Im not sure though. Please rebut my statements for those who disagree. nakakatulong po ba? thanks

#11 Dr_PepPeR

Dr_PepPeR

    do not disturb - already disturbed!

  • Ambassador
  • 8460 posts
  • Location:Formerly Makati Central Business District

Posted 30 June 2010 - 10:02 PM

nakakatulong ba ang pagiging CFA pag maglalaro ka na sa stock market???

I think stock market is some sort of gamble, so basically konti lang magagamit mo sa pinag-aralan mo when you are going to play in the market. CFA i think is puro theoritical how to compute but i think that shouldn't be the case.

Im not sure though. Please rebut my statements for those who disagree. nakakatulong po ba? thanks


It will help you trade in stocks but it is no guarantee you will be successful.

#12 malivogueako

malivogueako

    Looker

  • (04) Casual
  • PipPipPipPipPip
  • 100 posts
  • Gender:Female
  • Interests:Rich Hot Men

    Car

    Pick Up Lines

    Pinoy Jokes

    Pinoy Love Quotes

    PamataynaBanat.blogspot.com

Posted 02 July 2010 - 06:24 AM

It will help you trade in stocks but it is no guarantee you will be successful.


thanks for the confirmation. yeah i think even if you're a CFA there's no really guarantee. I mean, even the CFAs in the leading brokerage houses cannot make a winning recommendation. I'm using a certain stockbroker and most of the time they're recommending some stocks for us, customers, to buy but darn, their recommended buy is not a "good" buy. Most of the time, they suck at their recommendations. 90% of their recos failed.

Im not saying CFA is completely useless but in my opinion, the reality is that those who can get the firsthand infos in companies, those who can predict the future, and those are extremely lucky are the winners of the stock market. Not those who extensively studied how to calculate certain indicators.

Just my two cents

Edited by malivogueako, 02 July 2010 - 06:25 AM.


#13 danibbler

danibbler

    Looker

  • (04) Casual
  • PipPipPipPipPip
  • 135 posts
  • Gender:Male

Posted 27 August 2010 - 10:09 AM

Yeah, even if you do have your CFA it is extremely unlikely that you will be able to choose the stocks that are going to zoom up in value. As an individual investor you're much better off investing in index ETFs.

That being said, I do own some Apple stock from quite a few years back. Yay!

#14 rooster69ph

rooster69ph

    Philanderer

  • (09) Manic Poster
  • PipPipPipPipPipPipPipPipPipPipPipPipPipPipPipPip
  • 3458 posts
  • Gender:Male
  • Interests:May langaw na papansin ...

Posted 23 September 2010 - 02:12 PM

thanks for the confirmation. yeah i think even if you're a CFA there's no really guarantee. I mean, even the CFAs in the leading brokerage houses cannot make a winning recommendation. I'm using a certain stockbroker and most of the time they're recommending some stocks for us, customers, to buy but darn, their recommended buy is not a "good" buy. Most of the time, they suck at their recommendations. 90% of their recos failed.

Im not saying CFA is completely useless but in my opinion, the reality is that those who can get the firsthand infos in companies, those who can predict the future, and those are extremely lucky are the winners of the stock market. Not those who extensively studied how to calculate certain indicators.

Just my two cents


There are 2 types of stock analyst, the technical and fundamental analyst.

A CFA is trained to be proficient in the fundamentals. As such they may recommend a Target Price based on valuation and recommend a buy below the TP. However it would definitely be hard to bottom fish.

#15 swami

swami

    Looker

  • (04) Casual
  • PipPipPipPipPip
  • 134 posts

Posted 27 September 2010 - 06:01 PM

How about the PSE Certified Securities Specialist course? http://www.pse.com.p... CCPED CCSC.pdf

I don't think i would venture to try a different career for myself. I just would like to invest in the stock market, without being totally clueless about it, or worse, being totally dependent on stock brokers who, more often than not, are mere salesmen eager to sell the stocks of companies who induced them to sell their stocks.

#16 rooster69ph

rooster69ph

    Philanderer

  • (09) Manic Poster
  • PipPipPipPipPipPipPipPipPipPipPipPipPipPipPipPip
  • 3458 posts
  • Gender:Male
  • Interests:May langaw na papansin ...

Posted 28 September 2010 - 04:05 PM

How about the PSE Certified Securities Specialist course? http://www.pse.com.p... CCPED CCSC.pdf

I don't think i would venture to try a different career for myself. I just would like to invest in the stock market, without being totally clueless about it, or worse, being totally dependent on stock brokers who, more often than not, are mere salesmen eager to sell the stocks of companies who induced them to sell their stocks.


the pse from time to time do come up with seminars on both fundamental and technical analysis geared towards educating the investors.

#17 swami

swami

    Looker

  • (04) Casual
  • PipPipPipPipPip
  • 134 posts

Posted 29 September 2010 - 05:11 PM

the pse from time to time do come up with seminars on both fundamental and technical analysis geared towards educating the investors.



But I think this PSE certified securities specialist course is highly intensive. It runs for 5 months, and there's an exam at the end of the course. Will this be the best option?

I have just browsed the book FWallstreet, and the author says not to trust stock brokers. Why? Because more often than not, stock brokers/analysts are only after sale of stocks, not really much caring about the investors' predicament. So, it's best to do the investing yourself.

The way I figure it, I might as well learn the fundamentals myself. My question is, will this course be the best option I have to FULLY educate myself about the stock market. The fee is 45k. I am willing enough to shell out that much money just to learn.

Hope you could enlighten me.

Thanks

#18 rooster69ph

rooster69ph

    Philanderer

  • (09) Manic Poster
  • PipPipPipPipPipPipPipPipPipPipPipPipPipPipPipPip
  • 3458 posts
  • Gender:Male
  • Interests:May langaw na papansin ...

Posted 30 September 2010 - 09:20 AM

But I think this PSE certified securities specialist course is highly intensive. It runs for 5 months, and there's an exam at the end of the course. Will this be the best option?

I have just browsed the book FWallstreet, and the author says not to trust stock brokers. Why? Because more often than not, stock brokers/analysts are only after sale of stocks, not really much caring about the investors' predicament. So, it's best to do the investing yourself.

The way I figure it, I might as well learn the fundamentals myself. My question is, will this course be the best option I have to FULLY educate myself about the stock market. The fee is 45k. I am willing enough to shell out that much money just to learn.

Hope you could enlighten me.

Thanks


Passing the CSR exam I believe is required if your work in the securities business/industry. As an investor you don't need that.

As to the course itself, well it will be a chance to learn most if not all the theories needed in investing in the stock market. However, at the end of the day, you don't become a good trader/investor by merely mastereing all what has been taught. I still believe that having a good "FEEL" of the market will still make you a good trader. Remember, the fundamental and technical analysis which will be taught are only tools in making your investment decisions. They are not fool proof coz in the end, it is still the market that will decide the movement of the prices.

As to your query whether this course be your best option? Hard to say but I know it will help in increasing your knowledge. I know some people who just relied on their brokers but earned good money. Yes, as you said there are brokers who are just after the trade to earn their commissions. However, in a society, there are both good and bad individuals. If the broker is only up to getting commission rather safeguarding your interest, then you eventually should know that and there is no one stopping you to drop him for another.

As such I believe it is still important to be able to have a well-trusted broker since he would be the one to feed you all the news/market rumors and recommendations. It is up to you now to be able to further evaluate the recommendation based on your knowledge in investing.

#19 erika123

erika123

    Player

  • (05) Regular
  • PipPipPipPipPipPipPipPipPipPipPipPipPip
  • 991 posts
  • Gender:Female
  • Location:QC
  • Interests:beach, travel, sports, margarita, sangria, books, hanging out with fun people

Posted 19 October 2011 - 04:05 PM

I just saw this thread.

Im CFA and I conducted CFA preparation exams for a number of years. If you have any questions on CFA, feel free to send me a PM and I will try to answer your questions.

As for job opportunities, having the designation of CFA really opens doors.

#20 kerrmit

kerrmit

    Tenken

  • (08) Fanatical Member
  • PipPipPipPipPipPipPipPipPipPipPipPipPipPipPip
  • 2170 posts
  • Location:-anywhere but here-

Posted 23 November 2011 - 01:03 AM

Saw an ad along the Anonas LRT for globally-recognized certifications (CIA, CISA, CFE, etc.). Any info here?




1 user(s) are reading this topic

0 members, 0 guests, 0 anonymous users


    Google (1)