Advancing financial careers since 1987

 

Associate Instructors

Gerry Ramos, MBA, CFA, CFP

Gerry has taught financial industry professionals for over ten years on securities, mutual funds, the CFA® and CFP® designations and insurance. Gerry's background includes Director of Training for a national investment dealer and Director of Marketing for a mutual fund company. Gerry is an active participant in the financial industry and currently volunteers for the Toronto Society of Financial Analysts.