Calculations Workshop for CFA Level I "THE START"

15 Jun 2021, 17:30 - 19:30


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Event Details


In this calculation and calculator workshop "THE START", Patrick will focus on the practical aspects of getting to know your TI BA plus Professional calculator that you are comfortable using it and on the other hand, have a clearer understanding which calculations and formulas you will need to master. The main Learning Outcomes are:

  1. - Compounding / Statistics / TVM (easier cases, also related to equities)
  2. - Projects & Sales activity (easier cases)
  3. - Portfolio risk and return

Patrick Oberhänsli, CFA has a very long experience in teaching CFA courses. Moreover, he has been teaching CFA, CAIA and FRM exam prep for more than 10 years.

To register and buy tickets, members and guests must set up and login with a CFA Institute Id#. The zoom link will be sent to you on the date of the online workshop.

This online workshop will be conducted with a minimum of 5 participants - register today!

PRICE: standard registration fee: 75 CHF for CFA Candidates, late registration fee (after  11 June) 100 CHF

PRICE FOR CANDIDATE MEMBERS: 50.00 CHF (discount 25 CHF per workshop)

REGISTRATION WILL CLOSE 15 JUNE 12.00H - make sure you register early enough.


Patrick Oberhänsli, CFA

Patrick Oberhänsli, CFA

Patrick started his career at a large Swiss Bank with Senior Positions in Internal Audit (covering in particular Investment Banking activities on an ex-post but also ex-ante basis with large and very large projects), Investment Banking (Interest Rates Derivatives) and complex Institutional Advisory. He also was Head of Institutional Sales Switzerland for a leading Dutch Global Asset Manager: with a particular focus on distinctive strategies in Equities, Fixed Income and Managed Futures. Moreover, he has been a member of the Board of Directors of the CMT ASSOCIATION (, Technical Analysis) for 3 years. Throughout his more than 25 years of professional experience, Patrick has acquired extensive cross-asset class expertise in multiple domains such as Derivatives/Structured Products, Quantitative Strategies and Valuation Techniques and Alternative Investments. That comes to the benefit of the Quant based Investment Advisory / Roboadvising (conceived and realised including programming) and Professional Finance Education services he currently runs. For the later, recommendations are available on his LinkedIn profile. Patrick holds a master's degree from the Swiss Federal Institute of Technology and is also a CFA, CMT, FRM, PRM, ACI Diploma and ERP charter holder among others.