Education Advisory Committee
The Education Advisory Committee (EAC) is responsible for providing oversight and guidance to the processes by which CFA Institute develops the competency framework, Global Body of Investment KnowledgeTM (GBIK), Bodies of Knowledge (BOK), curricula for the CFA Program, CIPM Program and any other program curriculum materials that are developed and administered by CFA Institute.
Nominations Process: The nominations process for the 2021 fiscal year will begin on 22 February 2021 and will end on 17 March 2021.
The Education Advisory Committee (EAC) is responsible for
- setting the processes for detecting signals of change in both the investment management and education industries
- selecting of body of knowledge topics to be reviewed annually
- ensuring the CFA Program and other program curriculum are aligned with Practice Analysis
This is done to ensure the CFA Institute Programs remains relevant to the finance industry. Members are expected to be actively engaged and contribute to the discussion and decision-making.
Work Location and Time Commitment:
The time commitment is approximately 10 hours per month, which includes document review, meeting preparation and meeting attendance.
Volunteer Roles and Responsibilities:
An EAC member:
- Makes recommendations for development of the practice analysis process by which the individual program Bodies of Knowledge (BOK) and competencies are developed.
- In collaboration with the curriculum team, selects BOK sections and competencies to be reviewed each year and sets priorities for the year.
- Assists in development of specialized BOK and competencies.
- Ensures that the program curricula are in line with practice analysis, individual program BOK and test specifications.
- Provides guidance in the process of managing working body members.
- Collaborate with CFA Institute Strategic Divisions (Credentialing; Professional Learning; Research, Advocacy, and Standards) and leverage the practice analysis process to support their strategic objectives.
- Identify, evaluate, and recommend potential areas of practice for future programs at CFA Institute.
- Other activities as designated by the CFA Institute staff and Board of Governors.
Volunteer Experience and Requirements:
- CFA Institute member located in Americas.
- Minimum 12-15 years of recent, relevant academic and/or professional experience in investment management in a multinational environment
- Experience in either Fixed Income or Alternative Investments required (Mandatory)
- Prefer experience in ESG Investing, Factor Investing, or Executing Investment Strategies highly desirable
- Experience in or deep understanding of the topics covered in the CFA Program curriculum, with a demonstrated ability to translate that knowledge into learning content for adult learners
- Proven ability to identify and track industry trends
- Global cultural orientation and working experience required
- Excellent interpersonal skills, including a professional and diplomatic demeanor as well as relationship building and management skills
- Excellent communication skills
Volunteer Certifications: CFA Institute Member
Professional Conduct Check Required?
Conflicts Specific to Role:
Must be a member of CFA Institute in good standing; Must disclose every relationship with a prep provider, including work for a society-sponsored prep course; Prohibited from working for a prep provider while on the EAC and for one year after completion of term; May not be currently enrolled in the CFA Program; Must disclose all work (including volunteer) for another testing, credentialing, or licensing organization in the finance industry; Prohibited from working for another such organization while on the EAC; Disclose all immediate family and household members enrolled in the CFA or CIPM Program; Disclose all working relationships with individuals enrolled in the CFA and/or CIPM Program; Prohibited from acting as a CFA or CIPM exam team member, Council of Examiners member, PCR, CFA exam proctor, CFA exam supervisor, data forensics subject matter expert, EAS personnel, or any other role in exchange for compensation from CFA Institute.
Link to Application:
If you have any questions regarding the process or the application, please send an email to email@example.com
The Education Advisory Committee is comprised of a diverse group of 10 members who reside in the following 9 countries/regions: Australia, China, India, Portugal, Romania, Singapore, Switzerland, Turkey, and United States.
Elsie M. Fletcher, CFA, is a director at Tukman Grossman Capital Management, an institutional asset management firm in Larkspur, California, USA. She is responsible for all areas of the firm’s client-facing activities including development, board presentations, and investment reporting. Prior to joining Tukman, Fletcher was the chief investment officer for Bank of America’s Pension Plans, with assets under management of USD 26 billion. In this position, she was responsible for leading and implementing the bank’s pension investment program, including asset/liability management, asset allocation, risk management, and manager selection. In addition, Fletcher managed the pension plans at Electronic Data Systems, where she was responsible for USD 2.1 billion in pension plan assets, including defined benefit and 401(k) plans.
Fletcher currently serves as past president of CFA Society San Francisco, where she has been a board member for seven years. She joined the Education Advisory Committee in 2013 and currently serves as the vice chair She has served on the Test Specification Task Force (TSTF), standards setting committees, as a grader for Level III exams, and as a mentor at CFA Society San Francisco.
Fletcher received an MBA in finance from the University of North Texas and a bachelor’s degree from the College of Chemistry and Physics at Louisiana State University. She has held the Chartered Financial Analyst (CFA) designation since 1995.
Head of Investments APAC, Rosenberg Equities and Head of AXA-IM Singapore
• Anubhuti is currently the Head of Investment for Asia and is responsible for the Asian investment strategies and client outcomes. Anubhuti is the Head of AXA-IM Singapore and is a member of the Rosenberg Equities Global Leadership team and Investment Committee.
• Prior to her current role, she served as the Head of Portfolio Management, Director and Deputy Chief Investment Officer for the region since 2015 and initially joined AXA IM in 2005 as a Portfolio Manager.
• Anubhuti was an intern with a Singapore-based hedge fund before joining AXA IM.
• Anubhuti holds a MSc in Financial Engineering from the NTU Graduate School of Business and a BEng from Nanyang Technological University (NTU) in Singapore. She also has a certificate in Computational Finance from Carnegie Mellon University Tepper School of Business. She is a holder of the Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Certificate in Investment Performance Measurement designations.
• She has been a member of the CFA Institute Education Advisory Committee since 2015 (currently serving as Vice-chair) and the Executive Committee of Singapore Chapter of CAIA Institute since 2016. She is currently serving on the Nominating Committee for CFA Institute Board of Governors.
Cristina Brízido, CFA, is Head of Investments at the asset management company of Caixa Geral de Depósitos Bank (CGD). She leads an investment team responsible for the design, implementation, and management of investment solutions for individual and institutional clients. Previously, Brízido was the Head of the Wealth Management unit. Prior to that, she was an Equity Analyst since joining the firm in 2001. Brízido has been involved in the financial services industry for over 15 years and has leveraged expertise on a variety of investment areas such as: portfolio management, wealth management, manager selection, and alternative investments. Brízido graduated with an Economics degree from Nova School of Business and Economics (Nova SBE).
Joanna Chang, CFA, FRM, is an Investment Risk Specialist at the Australian Prudential Regulation Authority (APRA). She provides advice and guidance on investment risk matters relating to regulated institutional asset owners such as pension funds and insurers. Chang’s area of specialisation is investment risk governance covering key aspects of the investing process from investment objective and strategy formulation through to implementation. Her scope of work covers all asset classes from fixed interest and listed securities through to alternative assets. Chang has also recently served as a Technical Advisor to the Australian House of Representatives Standing Committee on Economics.
Prior to joining APRA, Chang held several roles within Westpac Banking Corporation's institutional division across financial markets trading and corporate advisory areas.
She holds a Commerce degree majoring in Accounting and Finance from Macquarie University and the FRM designation.
Adrian Codirlașu, CFA, PhD, is a senior banker with over 18 years of experience in banking and financial markets and has held the CFA designation since 2006. He also holds the title of Doctor of Economics, with a specialization in international finance. Mr. Codirlasu has 5 years of experience as a Senior Options Dealer with ING Bank and 7 years of experience as a Risk Director within a Top 5 international bank operating in Romania, being in charge with managing financial risk (market and liquidity risk), operational risk and reputational risk. Previously, Adrian has been a Senior Economist in the research department of the National Bank of Romania for about 6 years. In addition, Mr. Codirlasu is an Associate Professor with DOFIN – Doctoral School of Finance and Banking for over 18 years and CEFIN - Center for Advanced Research in Finance, where he teaches subjects for MSc students such as econometrics, derivatives, fixed income, FX and money markets and risk management. For the last 12 years Mr. Codirlasu has been a member of the CFA Romania Board of Directors, as well as the association’s President from 2009 to 2011 and from 2015 to present-day. For his volunteer activity, Adrian was awarded Volunteer of the Year EMEA East by CFA Institute in 2012.
Fan Huang CFA, CPA, is currently Executive Director, Head of China Market, Private Banking, United Overseas Bank (China) LTD. Prior to his current position, he was the Head of Private Banking with Bank of Ningbo. Before joining Bank of Ningbo, he ran the Asset & Wealth management business for Deutsche Bank in China for 9 years. He has also worked for HSBC, CIBC, TD Canada Trust, and other local Asset management companies. He is a seasoned banker in the Asset & Wealth management segment of the financial industry with over 25 years of experience. Before and concurrent with his career in Finance, he has been conducting academic teaching and researching, and is a leader of campus finance laboratories with various reputable local universities. Mr. Huang is a columnist for Financial Times (Chinese Version), Forbes (Chinese Version) and other local mainstream financial media. He has also published two popular Chinese books: “Growing the wealth through easy ways” and “Effective Equity Investment Strategy to Surfing Market Turbulence”.
Kampoleak Pal is Senior Director, Head of Structured Investments, at The Guardian Life Insurance Company of America, where he is responsible for equities risk management, commodities and hedging programs. Kampo also oversees derivatives trade execution and derivatives risk activity including interest rate, currency, credit and equity. On the technical side, Kampo leads Guardian's indexed equity and commodity ETF portfolios, dynamic mark-to-market asset hedging, and guaranteed minimal withdrawal benefit hedging programs.
Prior to joining Guardian Life in 2008, Kampo served as Director of the Global Credit Risk Management Group at Constellation Energy with responsibility for managing credit portfolios and defining/implementing credit hedging strategies. Prior to this role, he spent 11 years at The Dow Chemical Company as a fixed income portfolio manager and financial risk manager. In this capacity, Kampo managed approximately USD 3 Billion in foreign exchange exposure. Kampo has 25 years of investment experience.
Kampo holds an engineering degree in computer science from Ecole Internationale Des Sciences du Traitement de l’ Information (EISTI) in Paris and an MBA from the Wharton School, University of Pennsylvania. He holds a Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society New York. Kampo speaks French and Cambodian and has a passion for mathematical modeling and analytics.
Srivathsan Ramachandran, CFA, is a sell-side analyst with over a decade of experience, and he has held the CFA designation since 2009. Sri has worked at Spark Capital Advisors since 2006 where he has lead research efforts across sectors. Mr. Ramachandran has experience in the Indian / Global Technology sector including internet and Exchanges. He has authored over 50 initiation and thematic research notes across sectors such as technology, Tech distribution, Internet and exchanges. Mr. Ramachandran has been a CFA Institute grader since 2015, a member of the Practice Analysis working body and a mentor for the research challenge since its inception in India.
Patrick Ranzijn, CFA, is global co-lead of products and finance education at UBS Business University, where he also authors learning guides and books and serves as an expert for the Wealth Management Master program. He previously founded Fontana Capital Management; served as managing director, CEO, and senior trader at All Options Helvetia AG; and traded at Timber Hill and Interactive Brokers Group, Inc. Mr. Ranzijn also holds the CAIA (Chartered Alternative Investment Analyst) and FRM (Financial Risk Manager) designations. He is currently a contributor to a finance curriculum for social entrepreneurs in conjunction with the World Economic Forum.
Stefan Whitwell, CFA, CIPM, is President and Co-Founder of National Wealth Partners, LLC. Stefan is a sought-after advisor and business funding expert serving difference makers and business owners. He helps clients define and implement strategies to support their most valued life-goals through asset protection, tax planning, investing, business exit planning, wealth transfer planning and high impact philanthropy.
Stefan started his career working alongside some of the most globally respected bankers at James D. Wolfensohn, Inc., Goldman Sachs and Credit Suisse First Boston. He has worked in New York City, London, Hong Kong and Tokyo and has a first-hand understanding of the global markets.
Stefan graduated from the Wharton School of Business at the University of Pennsylvania and subsequently earned the Chartered Financial Analyst designation and Certificate in Investment Performance Measurement, both from the CFA Institute where he serves on their global Educational Advisory Committee. In addition, Stefan serves on the Long Center Corporate Advisory Board, the Baylor Scott & White - Development Advisory Board and as a Social Venture Partner at Mission Capital.