Sophie Macon 
Despite more frequent exam slots per year with computer based exams, it still takes 5-7 weeks for CFA Level 1 results to be announced. Combine this with the fact that there needs to be a minimum of ~6 months gap between CFA exams taken, many candidates – in particular CFA Level 2 candidates – find …
As a CFA candidate, you may have heard occasional horror stories about some candidates being subjected to CFA Professional Conduct investigations due to a misconduct (perceived or actual). To help alleviate your concerns, this article explains: Let’s dive in! What is CFA Institute’s Professional Conduct Program? CFA Institute upholds the Code of Ethics and Standards …
Note: This article is for the new 2025 curriculum. For last year’s info, check out our article on 2024 CFA curriculum changes. The new 2025 CFA curriculum is now out for all 3 levels, with some exams already open for registration. With CFA Program’s big revamp hopefully done (for at least 5 years we hope), …
The Ethical and Professional Standards section is challenging for most CFA candidates given the more subjective nature of the topic and questions (vs. the rest of the curriculum), and the sheer amount of readings to go through. Regardless whether you’re new to CFA exams or a seasoned CFA Level 3 candidate, CFA Ethics section plays …
We’ve had interesting discussions about CFA vs. MBA before, and whether it’s a worthwhile investment. However, that’s not the only alternative qualifications many of us consider in our pursuit of career advancement. With the various finance professional qualifications available, it can be quite daunting at first when faced with so many unfamiliar acronyms. In this article, I’ll demystify and …
Note: As of 31 Dec 2024, College for Financial Planning is no longer accepting new enrollments for the Chartered SRI Counselor program. The demand for more sustainable, responsible and impact (SRI) investing options is real, even at the retail investor level: This demand for SRI expertise in the financial advisory space has led to the …
CFA Institute previously announced some major evolutions to the CFA Program. Among them is the introduction of Specialized Pathways for CFA Level 3 candidates from 2025. Level 3 candidates will now be able to choose a Specialized Pathway that aligns with their interest and career goals. These three choices are: Additionally, there is also a …
It takes an average of 1,000 study hours to obtain a CFA charter, so it is worthwhile investigating the most efficient way to pass before signing up. While there are no shortcuts nor exemptions, there are things you can do to tip the odds in your favour. Having completed my CFA exams in 18 months …
Note: this cheat sheet is updated for the latest 2024 and 2025’s curriculum. Fixed Income is a central topic in finance, and it increases in importance (topic weight wise) as you advance to CFA Level 3. With so many key concepts to cover, we decided to create our Cheat Sheet series of articles, which focuses …
Congrats on passing Level 1, and welcome to CFA Level 2! Unfortunately, the CFA Level 2 exam is a different beast, with a reputation to be the most challenging exam with the most material to cover. Many candidates failed at this hurdle given the step up in difficulty that is unknown upfront. That’s why we are here: …