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Two UPEI Business students win CFA scholarships

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The Atlantic Canada Chartered Financial Analyst (CFA) Society recently awarded scholarships to University of Prince Edward Island students, Graham McNabb and Travis Bertram. Based on academic performance, the scholarships are awarded to those who plan to write the CFA Level I exam in the current calendar year.

McNabb and Bertram are both enrolled in the Business Administration program at UPEI. While McNabb will graduate in May, Bertram graduated in 2008 but returned this year to take a full load of accounting courses. There are only a total of ten of these prestigious recognitions given out in the Atlantic region.

'We are thrilled for Travis and Graham,' said Dr. Roberta MacDonald, dean of the UPEI School of Business. 'Both students have a strong work ethic and will no doubt succeed in the CFA program after their UPEI graduation. It is also wonderful to see the Society supporting future students.'

Bertram, McNabb, and the other eight winners will be acknowledged at the Society's Annual Forecast Dinner in Halifax, April 20.

'It is always a great honour to have academic achievement recognized,' said Travis Bertram. 'Both Graham and I know that our previous coursework at UPEI will offer a solid foundation as we work towards our CFA designation.'

The CFA program is a globally recognized, graduate-level curriculum that provides a strong foundation of the real-world investment analysis and portfolio management skills, and practical knowledge needed in today's investment industry. It emphasizes high ethical and professional standards and develops the broad range of skills needed for a career in the investment profession. The program is organized into three levels, each culminating in a six-hour exam. The three exams are one component in earning the CFA charter. There are currently more than 90,000 CFA charter holders working in over 135 countries around the world.

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Nicole Phillips
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