March 16 - April 4, 2020 Exam  register here   

As per December 10, 2019 the online class requirements have changed. Learn more here. 


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Guen Dondè
Head Of Research at Institute of Business Ethics. Co-researcher "IBE Ethics at Work" and "Implications of AI on business ethics
January 22, 2020 - 11am EST  

Some of the topics that will be discussed:

  • What is the impact of the GDPR from an ethical standpoint?
  • Can codes of ethics help?
  • How involved should regulators be?

Note: Three readings on the upcoming exam are published by the Institute for Business Ethics 
Our conversation will last approximately 35 minutes with the remaining time for Q&A.

Gene Getman 
Co-Author of "Big Data is a Big Deal: An investor’s guide to the applications and challenges of alternative data "
January 29, 2020 - 2pm EST

Gene Getman is a Client Portfolio Manager for the 1798 Alternatives group, focused on Investor Relations for the Hedge Fund business. He is the Product Specialist for the 1798 Q Strategy and other innovative or capacity constrained alternative investment strategies based in New York. Before joining LOIM in April 2013, Gene was an Analyst on the Barclays Capital Solutions team, where he worked with Pensions, Endowments, Foundations and their consultants to make capital introductions to hedge funds. He began his career working for the NYSE Market Makers group within Lehman Brothers and Barclays Capital.

Note: The article "Big Data is a Big Deal" is one of the readings for the upcoming exam. 

Seoyoung Kim 
Co-Author of "Zero-Revelation RegTechDetecting Risk through Linguistic Analysis of Corporate Emails and Newsl"
February 19, 2020 - 1pm EST

Natural language processing is a fast-growing area of data science for the finance industry. Recent advances in financial technology (FinTech) have dramatically transformed the financial landscape with respect to the way we access, invest, and transfer financial capital. In this article, the authors explore a promising avenue for the use of natural-language processing in an effective yet non-invasive method by which to monitor the health and integrity of financial institutions and corporations in general by analyzing corporate emails and news.

Note: The article "Zero-Revelation RegTechDetecting Risk through Linguistic Analysis of Corporate Emails and Newsl" is one of the readings for the upcoming exam. 



Webinar Recordings & Slide Decks 

FDPI Candidate Orientation for the March 2020 Exam
Date: January 15, 2020
Description: This webinar features members of the FDP Curriculum Team as well as Candidate Relations. The following topics are discussed: Curriculum materials, exam format, and available resources. For each topic we discussed the required readings, keywords, learning objectives and sample questions. 
Panelists: Mehrzad Mahdavi, Executive Director, FDP Institute, Hossein Kazemi, Sr. Advisor FDP Institute, Keith Black, Managing Director Content Strategy CAIA.



Learn more about the FDP designation.
Date: December 19, 2019

Description: The Financial Data Professional Institute (FDPI) was established by CAIA Association to address the growing need in finance for a workforce that has the skills to perform in a digitized world where an increasing number of decisions will be data and analytics-driven.

Panelists: William “Bill” Kelly – CEO, CAIA Association; Mehrzad Mahdavi, Executive Director, FDP Institute; Hossein Kazemi, Sr. Advisor, CAIA & FDPI; Keith Black - Managing Director Curriculum at CAIA and recent FDP charter holder;  Mirjam Dekker, Project Manager, FDPI  


July 17, 2019 -  Learn more about the FDP designation 
Date: July 17, 2019

Description: The Financial Data Professional Institute (FDPI) was established by CAIA Association to address the growing need in finance for a workforce that has the skills to perform in a digitized world where an increasing number of decisions will be data and analytics-driven.

Panelists: William “Bill” Kelly – CEO, CAIA Association; Mehrzad Mahdavi, Executive Director, FDP Institute; Hossein Kazemi, Sr. Advisor, CAIA & FDPI; Mirjam Dekker, Project Manager, FDPI  

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