CFASB Extends Financial Literacy Partnerships

November 15, 2019

Responding to the high level of interest in their inaugural Financial Literacy Series, CFA Society Bermuda, along with Bermuda College, is getting set to present the Financial Literacy series, starting in January 2020.

Series coordinator Robin Masters said, “What makes our classes unique is that we dig in with real life examples. People want to talk about money but often they’re afraid to, perhaps from fear of being judged, maybe not knowing who to turn to, or maybe they just need to find the right environment.

“We provide information, share stories, tips, and have conversations that will help people learn more and hopefully make positive changes in their own situations.

“The level of engagement from participants in the course has been outstanding, in fact people actually know more than they give themselves credit for. What many need is the confidence in their own decisions.”

A spokesperson said, “The series next term will be open to anyone who wishes to register. The series will be a four-week commitment, commencing on January 15th, 2020. Interested persons can register through the Bermuda College PACE [Professional and Continuing Education] Department.

“CFA Society Bermuda is also pleased to announce that they will once again sponsor the PlanetMath radio quiz show on Vibe 103, Mondays and Fridays at 7.30am.”

PlanetMath co-founder Sergio Pitcher said, “The public’s response to our financial literacy theme, with all questions focused on financial literacy, was fantastic. We’ve got some interesting and challenging questions coming up, all focused on helping young people develop good financial habits.”

CFASB Financial Literacy Bermuda Nov 2019

Ms. Masters said, “We are encouraged by other efforts in the community, believing a better-informed person is a better and smarter user of financial products. We are hoping to expand our partnerships beyond the college relationship and encourage any nonprofits or any other groups who feel their membership may benefit from financial literacy education to contact us.

“We can look to tailor our sessions to more specifically meet the needs of their members.”

The spokesperson said, “CFA Society Bermuda is the association of financial analysts and other investment professionals in Bermuda. Its mission is to promote the highest standards of ethics, education, and professional excellence in the investment industry for the benefit of members and the broader community in Bermuda.

“There are more than 200 CFA charterholder members in Bermuda. CFA Society Bermuda is a member of CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials.

“For more information about CFA Society Bermuda and their financial literacy initiative, visit the website or email CFA Society Bermuda at”

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