CAIA® Level II Classes

Attending classes with expert CAIA instructors is the perfect complement to focused study, so we’ve created options to fit any lifestyle:


Dr. Greg Filbeck, CFA, FRM, CAIA
Dr. Greg Filbeck, CFA, FRM, CAIA

Dr. Greg Filbeck, CFA, FRM, CAIA

Greg joined the faculty of Penn State University, the Behrend College, as professor of finance in 2006 and holds the Samuel P. Black III Professorship of Finance and Risk Management. He has published more than 75 articles in refereed journals and authored five books. Greg is the recipient of the Penn State 2010 and 2012 Outstanding iMBA faculty member, 2011 Council of Fellows Outstanding Research Award, and 2013 Outstanding Service Award.

His research studies are focused within the investments, portfolio management, and behavioral finance areas In addition to ten years of experience in academia (Miami University and the University of Toledo), he has seven years of experience as senior vice-president of Schweser, a division of Kaplan, Inc. At Kaplan, Greg headed the content and curriculum areas and started and led the marketing and sales areas. He has trained candidates for the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) designations on a worldwide basis. Greg earned his Doctorate in Finance from the University of Kentucky, his Master’s in Applied Statistics from Penn State University, and a BS in Engineering Physics from Murray State University.

Presentations

Publications