This meeting is dedicated to Level III CFA Candidates and is an exclusive benefit of CFA Society Italy’s Members.
To know about the advantages of Junior Membership please click here.
The CFA Program environment is undergoing deep changes and is responding to how global testing and credentialing practices have recently evolved, also in recognition of the fact that the investment profession operates in a digital world.
Claudia Cevenini, CFA and Gabriele Montalbetti, CFA, CIPM, will give all the necessary information to organize your study and be prepared for the online exam. Claudia and Gabriele will also introduce you to CFA Society Italy.
This will be the occasion to meet other candidates and join a study group, supervised by CFA volunteers.
CFA Level III Exam Focus
Claudia Cevenini, CFA
Gabriele Luigi Mario Montalbetti, CFA, CIPM
Claudia is a fund selector and advisor for model portfolio at Banca di Bologna. She is a Treasury specialist and Bank Portfolio Manager. Previously she was Head of Administration at Banca di Bologna. Claudia holds a degree in Economics and Finance from the Alma Mater Studiorum of Bologna.(UNIBO). She has been a volunteer for CFA Society Italy since 2022 for the University Relations and Fund Management Challenge Committee and for the exams administered by CFA Institute.
Gabriele Luigi Mario Montalbetti
Gabriele is a Director at Consultinvest SGR, where he manages fund of funds.
Previously he was General Manager and partner of an independent asset manager and Vice President at JPMorgan Investment Management, where he was a fixed income and global balanced portfolio manager for private and institutional clients. Gabriele holds a degree in Electronic Engineering from the Polytechnic of Milan and an MBA from the Polytechnic Business School of Milan (GSOM POLIMI). He has been a volunteer for CFA Italy since 2001, where he served as board member, Treasurer and then President. He served in many CFA Institute committees, including the Education Advisory Board, the CIPM Advisory Council (also Chair), the Standards of Practice Council and the GIPS Executive Committee. He is a volunteer for the exams administered by CFA Institute.
- Registrations will close on 24 June, 6 PM CET.
- A kind reminder with intructions to connect to the Zoom platform will be sent to all registered participants the day before the event. Check your spambox.
- This event is usually held in Italian. Should you prefer the use of English please make a request at the beginning of the meeting.