CFA Society Hawaii Seminar

November 27, 2018

05:45 PM - 06:30 PM

UB 209

, busadmin@hpu.edu


Keoni Lee, Representative for the University Relations of the CFA Society of Hawaii, will be hosting a discussion about the CFA Program and the CFA Society of Hawaii. He is also a Financial Advisor at Morgan Stanley. He focuses on individual wealth management and retirement planning. He joined Morgan Stanley in 2010 and has been in the financial services industry for over 6 years.

He will be cover the following topics:

- Overiew of the CFA Program and CFA Society of Hawaii

- Benefits of Earning the CFA Charter

- Personal experience of sitting through the exams

- Personal experience at HPU and hot it relates to the business world

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