SaT associates pass CFA exam

Strategy and Transactions (SaT) Associates Gabriel Luis A. Danguilan and John Carlos A. Plata recently passed the Chartered Financial Analyst (CFA) Level 1 examination. They are now one step closer to completing the CFA program.

Offered by the CFA Institute, the CFA credential is the standard of choice for investment professionals with real-world analytical skills, technical competence, and high ethical and professional standards. Level 1 tests a candidate’s knowledge and comprehension of investment tools, while Level 2 focuses on the application of these tools and analysis for asset valuation. Finally, Level 3 synthesizes all learnings in the portfolio management context and incorporates a constructed response component. Candidates who have completed all three levels of the exam may seek to earn the CFA Charter after meeting the required professional work experience. 

Congratulations, Glad and JC!