Bergen Passes Exam

July 28, 2016 at 4:25 p.m.

By -

Alderfer Bergen & Co. recently announced that partner Michael S. Bergen passed level one of the CFA exam on his way to earning the Chartered Financial Analyst designation.

The CFA program is a practice-based, graduate-level program that combines a broad curriculum with professional conduct requirements and emphasizes the highest ethical and professional standards.

Charterholders must demonstrate a mastery of essential finance, investment and analysis knowledge by learning the rigorous curriculum, passing a series of three six-hour examinations over at least two years, and complete a minimum of 750 hours of study.

The designation covers investment analysis, portfolio management, financial statement analysis, corporate I finance, economics, performance measurement, and professional ethics. Only 35 percent of candidates seeking the designation passed the level one exam in 2008.

Bergen, a Warsaw Community High School graduate, holds a degree in economics from Indiana University. He serves on the Finance Committees of Sacred Heart Church and School and Cardinal Services. Bergen is a member of the Warsaw Kiwanis Club and a graduate of Kosciusko Leadership Academy. He and his wife, Casey, are the parents of four sons and make their home in Warsaw.[[In-content Ad]]

Alderfer Bergen & Co. recently announced that partner Michael S. Bergen passed level one of the CFA exam on his way to earning the Chartered Financial Analyst designation.

The CFA program is a practice-based, graduate-level program that combines a broad curriculum with professional conduct requirements and emphasizes the highest ethical and professional standards.

Charterholders must demonstrate a mastery of essential finance, investment and analysis knowledge by learning the rigorous curriculum, passing a series of three six-hour examinations over at least two years, and complete a minimum of 750 hours of study.

The designation covers investment analysis, portfolio management, financial statement analysis, corporate I finance, economics, performance measurement, and professional ethics. Only 35 percent of candidates seeking the designation passed the level one exam in 2008.

Bergen, a Warsaw Community High School graduate, holds a degree in economics from Indiana University. He serves on the Finance Committees of Sacred Heart Church and School and Cardinal Services. Bergen is a member of the Warsaw Kiwanis Club and a graduate of Kosciusko Leadership Academy. He and his wife, Casey, are the parents of four sons and make their home in Warsaw.[[In-content Ad]]
Have a news tip? Email [email protected] or Call/Text 360-922-3092

e-Edition


e-edition

Sign up


for our email newsletters

Weekly Top Stories

Sign up to get our top stories delivered to your inbox every Sunday

Daily Updates & Breaking News Alerts

Sign up to get our daily updates and breaking news alerts delivered to your inbox daily

Latest Stories


Kosciusko County Health Dept.
5754 S. WOODLAND LANE, WARSAW

Kosciusko County Health Dept.
102 N WASHINGTON STREET, PIERCETON

Public Occurrences 05.07.25
County Jail Bookings The following people were arrested and booked into the Kosciusko County Jail:

Warsaw Community High School Fine Arts Festival Returns Thursday
Warsaw Community High School (WCHS) invites the community to celebrate the arts at the annual Fine Arts Festival on Thursday from 6 to 9 p.m. at the WCHS Performing Arts Center and Black Box Theater.

WCHS Envirothon Team To Go To International Competition In Canada
One of the Warsaw Community High School Envirothon teams will be participating in international competition in Canada over the summer.