Advocacy Talking Points 6 July 2023
Q&A on the Evolution of the CFA Program
The CFA Program recently celebrated the 60th anniversary of its first exam. Just because the program is 60 years old, however, it does not mean that it has stood still. In recent years, the CFA Program has introduced new topics and delivery methods with changes designed to ensure that it remains relevant, rigorous, and responsive to the demands of the global investment profession.
In this recorded webinar, Grace Yeung, CFA, senior director of exam development, walks through the six updates to CFA® Program and what the changes mean for candidates, and answers questions submitted by webinar participants.
Learn more about the evolution of the CFA® Program.
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Grace Yeung, CFA, CPA, CPA (CA), CPA (Practising), is Senior Director, Exam Development, Asia Pacific of CFA Institute. Grace plays a global role and she leads the development and production of CFA Exams and other CFA Institute Credentialing products. Grace’s team consists of over one hundred fifty consultants and staff worldwide. She is responsible for developing strategies and driving projects of the CFA Program and the Exam and the mission of CFA Institute. One of Grace’s key projects is transitioning the CFA Exam from paper-based to computer-based. With her background and professional experiences in Asia Pacific, Grace outreaches to CFA Societies, professional standard setting bodies, practitioners and credentialing organisations in the region to seek insights and develop strategies that are relevant to the CFA Program and the Exam.
Grace has over twenty years of global experiences in the financial services and investment management industry. Prior to joining CFA Institute, Grace held the position of Senior Manager, Assurance, Financial Services and Asset Management of PwC Hong Kong. Her clients include global and regional asset managers in traditional and alternative investment spaces, hedge funds, private equity, venture capital, real estate and infrastructure. She led assurance and consulting projects including investment fund set-up, regulatory licensing and internal control compliance. Grace had assurance, consulting and financial services working experiences in United States and Canada.
Grace holds a Master of Economics from University of California at Berkeley and a Master of Laws, Corporate and Financial Laws from University of Hong Kong. She graduated as a Bachelor of Science with summa cum laude, distinction in Management Science, and Phi Beta Kappa from University of California, San Diego. Grace is a CFA charterholder, a Certified Public Accountant licensed with California, USA, a Chartered Professional Accountant of Canada and a Certified Public Accountant (Practising) at Hong Kong SAR. Grace is a member of the Task Force for Digitalization of the Qualification Programme under the Qualification and Examinations Board of the Hong Kong Institute of Certified Public Accountants. She is also an active participant in the accounting standards roundtable panel of the HKICPA.
Lorraine Cushnie is the Senior Manager, Digital Content and Content Marketing for the CFA Institute. Prior to moving into content marketing, she spent 15 years as a financial journalist working in London and Hong Kong. She was previously the managing editor of Euromoney Institutional Investors Asia Capital Market division. Lorraine holds a degree in German from Kings College London and a postgraduate diploma in Newspaper Journalism from City University, London.