Professional Development

I am dedicated to pursuing professional development. Here you will find the list of select professional development opportunities that I completed (they are not necessarily in chronological order). Personally and professionally, the most significant and rewarding of them is my completion of the CFA program and receiving my CFA charter. You will notice here multiple programs that I completed on machine learning/AI. 

• Chartered Financial Analyst (CFA) designation, CFA Institute, 2022: Requires three rigorous exams and professional experience

• Advanced Valuation, New York University, 2025: 16-week course (certificate program) taught by world-renowned Professor of Finance Aswath Damodaran

• Data and Statistics Foundation for Investment Professionals, 2025: 7-module course (using Python) offered by the CFA Institute

• Statistics for Machine Learning for Investment Professionals, 2025: 5-module course (using Python) offered by the CFA Institute

• Machine Learning for Investment Professionals, 2025: 6-module course (using Python) offered by the CFA Institute

• Natural Language Processing for Investment Professionals, 2025: 6 module course (using Python) offered by the CFA Institute

• ESTIMATE: Early Summer Tutorial in Modern Applied Tools of Econometrics, 2025: 4-day Econometrics workshop taught by world-renowned econometricians Professor Timothy J. Vogelsang and Jeffrey M. Wooldridge

• Longitudinal Data Analysis Using Stata, 2025: 4-day Econometrics workshop taught by Duke Professor Stephen Vaisey

• LLM Text Generation in R: Practical Prompt Engineering, 2025: 2-day workshop on AI applications

• Machine Learning for Finance, University of Chicago, 2024: 8-week course (certificate program) on how to apply machine learning to finance using Python

• AI: Advanced Artificial Intelligence, ION Professional eLearning Program, 2024: Course credit earned

• NCBI Leadership for Equity & Inclusion: A Bias & Prejudice Reduction Workshop, 2024: Full Day Workshop offered by UIS Coalition Builders (affiliate of the National Coalition Building Institute, NCBI)

• Unstructured Data and Alternative Investments, CFA Institute, 2024

• The Private Wealth Management Pathway, CFA Institute, 2024

• Leveraging Alternative Data in Finance, CFA Society Chicago & Education Advisory Group (EAG), 2024

• The Online Classroom: Strategies for Higher Ed Teaching and Learning, Harvard Graduate School of Education, 2023: Certificate program offered by Harvard University

• Artificial Intelligence (AI): The Future of Learning, ION Professional eLearning Program, 2023: Course credit earned