Sophie Macon 
There are currently more than 190,000 individuals CFA charterholders globally, and this number is only expected to increase. The first step of becoming a CFA charterholder is to register for CFA Level 1. This brings up a handful of important questions: If you’re considering the CFA Program, check the list below to ensure you meet …
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 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 …
Note: this cheat sheet is updated for the latest 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 on one …
Note: this cheat sheet is updated for the latest 2025’s curriculum. Ah, I remember the days where I looked at the sheer volume of formulae and concepts in CFA Level 1 FSA (Financial Statement Analysis) in despair. And how I felt 5x worse when studying Level 2’s FSA section… Financial Statement Analysis is one of …
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 …