Broker Check
Peter Farina CFA®

Peter Farina CFA®

Chartered Financial Analyst®

As a Chartered Financial Analyst®, Peter brings more than 20 years of investment experience to Payant Wealth Management Group. He worked for several major Investment firms such as JPMorgan Chase, Shearson Loeb Rhodes, EF Hutton, and William R. Hough and Company.

Peter earned his Bachelor’s of Science degree from St. Peter’s College in New Jersey and a Bachelor’s of Arts degree from the University of Tampa. Peter is married to his lovely wife Marygrace and they have two children.

Peter enjoys classical music, going to concerts and delights his church group when he is able to perform playing the piano like a pro.

Attaining a CFA® designation is a three-year process and involves mastery of the following areas of finance and investment.

CFA© Candidate Body of Knowledge Topical Outline

    1. Ethical and Professional Standards
      1. Professional Standards of Practice
      2. Ethical Practices


    1. Quantitative Methods
      1. Time Value of Money
      2. Probability
      3. Probability Distributions and Descriptive Statistics
      4. Sampling and Estimation
      5. Hypothesis Testing
      6. Correlation Analysis and Regression
      7. Time-Series Analysis
      8. Simulation Analysis
      9. Technical Analysis


    1. Economics
      1. Market Forces of Supply and Demand
      2. The Firm and Industry Organization
      3. Measuring National Income and Growth
      4. Business Cycles
      5. The Monetary System
      6. Inflation
      7. International Trade and Capital Flows
      8. Currency Exchange Rates
      9. Monetary and Fiscal Policy
      10. Economic Growth and Development
      11. Effects of Government Regulation
      12. Impact of Economic factors on Investment Markets


    1. Financial Reporting and Analysis
      1. Financial Reporting System (IFRS and GAAP)
      2. Principal Financial Statements
      3. Financial Reporting Quality
      4. Analysis of Inventories
      5. Analysis of Long-Lived Assets
      6. Analysis of Taxes
      7. Analysis of Debt
      8. Analysis of Off-Balance-Sheet Assets and Liabilities
      9. Analysis of Pensions, Stock Compensation, and Other Employee Benefits
      10. Analysis of Inter-Corporate Investments
      11. Analysis of Business Combinations
      12. Analysis of Global Operations
      13. Ratio and Financial Analysis


    1. Corporate Finance
      1. Corporate Governance
      2. Dividend Policy
      3. Capital Investment Decisions
      4. Business and Financial Risk
      5. Long-Term Financial Policy
      6. Short-Term Financial Policy
      7. Mergers and Acquisitions and Corporate Restructuring


    1. Equity Investments
      1. Types of Equity Securities and Their Characteristics
      2. Equity Markets: Characteristics, Institutions, and Benchmarks
      3. Fundamental Analysis (Sector, Industry, Company) and the Valuation of Individual Equity Securities
      4. Equity Market Valuation and Return Analysis
      5. Special Applications of Fundamental Analysis (Residual Earnings)
      6. Equity of Hybrid Investment Vehicles


    1. Fixed Income
      1. Types of Fixed-Income Securities and Their Characteristics
      2. Fixed-Income Markets: Characteristics, Institutions, and Benchmarks
      3. Fixed-Income Valuation (Sector, Industry, Company) and Return Analysis
      4. Term Structure Determination and Yield Spreads
      5. Analysis of Interest Rate Risk
      6. Analysis of Credit Risk
      7. Valuing Bonds with Embedded Options
      8. Structured Products


    1. Derivatives
      1. Types of Derivative Instruments and Their Characteristics
      2. Forward Markets and Instruments
      3. Futures Markets and Instruments
      4. Options Markets and Instruments
      5. Swaps Markets and Instruments
      6. Credit Derivatives Markets and Instruments


    1. Alternative Investments
      1. Types of Alternative Investments and Their Characteristics
      2. Real Estate
      3. Private Equity/Venture Capital
      4. Hedge Funds
      5. Closely Held Companies and Inactively Traded Securities
      6. Distressed Securities/Bankruptcy
      7. Commodities
      8. Tangible assets with low liquidity


  1. Portfolio Management and Wealth Planning
    1. Portfolio Concepts
    2. Management of Individual/Family Investor Portfolios
    3. Management of Institutional Investor Portfolios
    4. Pension Plans and Employee Benefit Funds
    5. Investment Manager Selection
    6. Other Institutional Investors
    7. Mutual Funds, Pooled Funds, and ETFs
    8. Economic Analysis and Setting Capital Market Expectations
    9. Tax Efficiency
    10. Asset Allocation (including Currency Overlay)
    11. Portfolio Construction and Revision
    12. Equity Portfolio Management Strategies
    13. Fixed-Income Portfolio Management Strategies
    14. Alternative Investments Management Strategies
    15. Risk Management
    16. Execution of Portfolio Decisions (Trading)
    17. Performance Evaluation
    18. Presentation of Performance Results


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Check the background of this investment professional on FINRA BrokerCheck