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This website can be used to
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Please use the links at the top of
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Did you know that the average beautician
has to have more formal training than the
average stock broker, financial planner, or
money manager? Scary but true.
Beauticians have to have hundreds of hours
of training while money manager only have
to acquire licenses which can take between
50 and 100 hours of study time. Not much
of a hurdle to manage someone’s life
savings. Unlike being a doctor or lawyer or
even a beautician, the money management
business has some of the lowest standards of
any professional industry. |
Holmes Osborne holds the Chartered Financial Analyst designation
(CFA). What is the CFA? It is a
three year, three part test that covers ethics, statistics,
accounting, currencies, economics, and anything
else that is germane to the stock and bond market. Each
of the three levels takes about 200 hours of
study time. If you don’t pass one level, too bad.
You must wait an entire year to take the test again.
With the proliferation of people taking the test, pass rates
have fallen all of the way down to 40% for
Level I in June 2006. |
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Frequent contributor to investment
newsletters such
as the Motley Fool, Quality Stocks for Women, and
Gurufocus.com |
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Owner of website Stockroyalty.com
that
conducts interviews with the best money
managers in the country and posts interviews
for sale |
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Holder of the Chartered Financial
Analyst
designation, the preferred designation in the money
management business |
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Member of the Pacific Council on
International
Policy. A by invitation-only think tank that has
the some of the top politicians and Fortune 500
executives as members. |
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Board member of the local chapter
of the National
Association of Business Economists (Alan
Greenspan used to be president of the national
association) |
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Board member of the Behavioral
Finance
Committee of the CFA Society of Los Angeles |
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Degree in Finance from Syracuse
University |
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