Developing Your Personal Brand and Network

Course Details

Combined accredited SAQ CWMA recertification training amounting to 1 hour of study.

Topic: Advisory and Sales

Subtopic: Prospecting


Overview pt. 1: Why Your Personal Brand Matters More Than Ever

In this session join Curt Mercadante to gain insight into personal branding to thrive in the COVID-19 economy, it’s going to be more important than ever to differentiate yourself from your competitors.Right now, people are hungry for solutions and content that will help them navigate the new financial realities so it’s easier than ever for you to become your own media company and share unique, consistent, compelling content. Lastly, learn actionable steps to create and promote your solutions, ideas, and compelling content to the audiences that matter most.


Overview pt. 2: It’s Who Knows You: The Importance of Networking in Helping You Build a Successful Career

Take control of what people say about you when you are not in the room. In this presentation, Andy Lopata discusses how networks can support us and help overcome career challenges. However, it is first necessary to overcome preconceptions that lead some finance professionals to avoid networking or view it with suspicion. Strong, trusted networks can help us develop our careers and be more effective in our roles. 


Learning Outcomes pt.1

Actionable steps to create and promote your authority through:

- Linkedin: optimise profile, post consisted authority expert content.

- Podcasts: Appear on key podcasts that address your target audience.

- Articles: on broad topics showing your expertise and authority to communicate your impact story. 


Learning Outcomes pt.2

- Build a network with strong trusted relationships.

- Focus on depth not just breadth of your network.

- Remind yourself of your worth: what solutions/value can you provide. 



These online videos can be accessed at any time, up to the calendar year end if purchased in the first half of the year; or up the subsequent calendar year end if purchased in the second half of the year. 

In order to purchase this course CFA Society Switzerland members and guests must set up and login with a CFA Institute Id#.



CHF 100 for non-members 

CHF 60 for members of CFA Society Switzerland






Curt Mercadante

Curt Mercadante

Curt Mercadante is an international speaker, branding expert, and disruptive entrepreneur who helps business owners build authority brands by telling their stories to the audiences that matter. He is principal of Merc Enterprises, LLC, and author of Five Pillars of the Freedom Lifestyle. Mr. Mercadante’s speeches and training empower business owners to build attention, trust, and authority by creating, producing, and promoting compelling content to potential customers. He is founder of the Freedom Media Network. Mr. Mercadante has built three profitable businesses, including a public relations/advertising agency that he shut down at peak revenue to start pursuing his life purpose.

Andy Lopata

Andy Lopata

Andy Lopata has been called “one of Europe’s leading business networking strategists” by The Financial Times and “a true master of networking” by The Independent. Andy Lopata has written three books on networking. For eight years, he was Managing Director of one of the UK's leading referral-focused networking groups with over 2,000 member companies. Since then, he has worked with companies across the world such as HSBC, Paypal and PwC to achieve better results by empowering their staff to network more strategically and effectively. He is a Fellow and a former Vice-President of the Professional Speaking Association UK & Ireland (PSA) and a Fellow of the Institute of Sales and Marketing Management (ISMM) and the Learning and Performance Institute (LPI). He is also a Member of the Global Speakers Federation (GSF).