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WoodTrust Bank Associate Completes Requirements to Receive CFA Designation
August 27, 2010
Jason T. Deitz, Assistant Vice President – Investments & Research, has completed the requirements to receive the Chartered Financial Analyst (CFA) designation by successfully passing the Level III exam in June 2010.
The CFA designation is recognized by the investment industry around the world as the gold standard in professional excellence. To earn the CFA charter, candidates must sequentially pass three six-hour exams that are widely considered to be among the most rigorous in the investment profession. The CFA curriculum includes ethical and professional standards, financial reporting and analysis, corporate finance, economics, quantitative methods, equity, fixed income, and alternative investments, derivatives, portfolio management, and wealth planning. Candidates must also have at least four years of full-time experience in an investments-related field, comply with certain ethical requirements, and be granted membership into a CFA society.
Jason joined the Trust & Investments Group at WoodTrust Bank in June 2006. He completed his Bachelor’s degree through the University of Wisconsin – Madison in 2004 and Masters of Business Administration (MBA) through the University of Wisconsin – Whitewater in 2007. He is also involved in a variety of community activities through organizations such as the South Wood County YMCA, Heart of Wisconsin Business Alliance, United Way of Inner Wisconsin, and the Community Foundation of Greater South Wood County.
WoodTrust Bank, N.A. began operations in Wisconsin Rapids in 1891. Presently, the company is one of the largest privately owned, full-service financial institutions in central and northern Wisconsin. Through its commercial banking operations and nationwide trust and investment management group, WoodTrust now serves over $1.2 billion in client assets.
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