cfa ethics

CFA Ethics: Top 10 Tips To Nail This [All Levels]

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 …

Read more

video interview meeting call

15 Video Interview Tips: Your Checklist for Success

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 …

Read more

is cfa worth it

CFA Value: Is CFA Worth It? Should I Take It?

Is CFA worth it, especially considering the 1,000+ hours you need to complete all 3 levels over an average of 4 years and the relatively low pass rates? What are the benefits of CFA charter? The answer depends on your personal circumstances, your career goals and what you make of it.  Drawing from my personal …

Read more

decisions which way

Best Finance Certifications: Our Top List

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 …

Read more

csric chartered sri counselor guide

Chartered SRI Counselor (CSRIC): Our Useful Guide

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 …

Read more

cfa level 1 fixed income cheat sheet

CFA Level 1 Fixed Income: Our Cheat Sheet

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 …

Read more