Sophie Macon 
When evaluating the benefits of the CFA charter, we quite often come to the discussion on whether CFA is a good return on investment. Whilst the return part of the equation is subjective and trickier to estimate (as the potential gains depends on various factors unique to you), the monetary cost is more predictable with a …
Worried about your job in the current climate? Instead of worrying, having an insight to what the future may hold for your industry may help alleviate stress on job security and more importantly – help you better prepare for future changes. Since most CFA candidates are interested in an investment management career, our data-driven guide summarizes the latest …
Have you always been interested in providing others with sound financial advice? Do you enjoy identifying sound investment decisions to help grow a portfolio over the longer term? If so, your interest and personality may be a good fit for wealth management. With the share of wealth/retail client segments as a % of total asset …
Financial planners help individuals to reach their long term financial goals. From planning for retirement, to offering the structure and strategy needed to enable clients to make the most of their finances, financial planners advise on a range of issues including tax, investments, budgets and inheritance. Combining expertise with a client-first approach, financial planners provide …
Feeling like you’re running out of time? OK, calm down and take a few deep breaths. For whatever reason, perhaps you’ve now find yourself way behind schedule with a few more weeks to the CFA exams, and you can’t finish your revision in time. What should you do? What areas to focus on if I don’t have …
The demand for alternative investments is expected to rise. According to Blackrock, their institutional clients currently allocate an average of 25% of their portfolios towards alternatives, which is expected to rise to between 30-40%, whereas ordinary investors will increase their alternatives allocation from 3% to 25%. The demand for alternative investment managers is likely to continue …
Are you considering CAIA certification? We often get asked how difficult the CAIA exams actually are. While CAIA pass rates and its historical trend is one way to judge this, it can be tricky to compare difficulty between designations such as CAIA vs CFA as well. CAIA exams are tough in the sense that you’ll …
It can be a nail-biting experience waiting for your CAIA exam results, and even more so if you don’t know when results are announced. While CAIA Association provides reasonably accurate time guidance of results release, the wait has been longer due to the pandemic’s disruptions. To be helpful, here are our predicted CAIA exam results …
Whether you’re applying for an entry level financial position or looking to move into a more senior role, after passing an initial phone interview, you may be offered a video interview instead of an in-person meeting. While the pandemic undoubtedly brought video calling into the mainstream, the process of interviewing potential employees is one task …
Financial modeling is a critical skill used by people in a range of analytical and planning roles, and plays a key role in the decision making process, especially in almost every financial career path. So let’s explore what makes it so important, and see how it is used to help professionals make informed decisions. We’ll …