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Registration for the Q4-2023 FDP Exam

Opens June 1, 2023



will boost your expertise in the latest trends in the industry and share insights into the FDP Charter.

If there is a topic you would like to learn more about, a guest speaker you recommend, contact us at



How Should Long-Term Investors Form Portfolios?

Date: March 28, 2023 @ 11 AM ET

Nowadays, the availability of alternative data and their adoption in the asset management industry to improve investment decision processes is a widespread alternative approach. It comes with the help of Machine Learning and Artificial Intelligence techniques that allow the processing of these data, reducing their noise, and converging Big Data into Smart Data.

Traditional asset management techniques provide very little guidance to these questions. Academic studies are often rooted in 50 or 70-year-old portfolio theories, as are standard investment textbooks. Yet these theories have very little to do with real-life portfolio practice.

McGill University, Associate Professor of Finance, Russ Goyenko will discuss with Senior Advisor, FDP Institute, Dr. Hossein Kazemi, how long-term investors should form portfolios. They will delve into how they should evaluate securities, portfolios, and managers. Learn more about how they adapt to time-varying expected returns, volatilities, correlations, and many factors, signals, and strategies.

We are proud to have Claude Perron, Founder of FIAM as an Association Partner sponsoring today's event. FIAM's mission is to contribute to the development and competitiveness of the Quebec financial community and beyond.

Register Here

webinars to guide your learning journey as you prepare to sit for the FDP Exam

Q2-2023 Charter Information Session Recording

Date: January 11, 2023 

Learn more about the curriculum and the roadmap to prepare for the upcoming FDP exam.  This session will provide an outline of the curriculum, background requirements, reading material and study tools to help you prepare.

The Financial Data Professional Institute (FDPI) has designed a self-study program to provide financial professionals with an efficient path to learn the essential aspects of financial data science.  The Financial Data Professional (FDP) is a global designation for investment professionals with data science skills.

Slide Deck

FDP Q2-2023 Review of Prometric Test Center and Remote Proctor Testing Session

Date: January 25, 2023

The FDP team answers questions about the FDP program, where to obtain your curriculum materials, study tools, preparation for exam day, the demo exam and focus attention on our testing options.

Map out your learning journey to obtain the FDP Charter. FDP Senior Advisor, Hossein Kazemi shares the value add of the FDP Charter, the curriculum, and how you can leverage your FDP learnings as you advance your career.

Slide Deck

FDP Q2-2023 Candidate Orientation Session

Date: March 2, 2023

How to prepare for your exam day!  

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 discuss the required readings, keywords, learning objectives and sample questions. 

Slide Deck

Recordings of all our webinars can be found here

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