Sophie Macon 
Note: This article is for the new 2024 curriculum. For last year’s info, check out our article on 2023 CFA curriculum changes. The new 2024 CFA curriculum is now out for all 3 levels, with some 2024 exams already open for registration. With CFA Program’s big revamp coming up for 2024/2025, we have done all …
After transitioning to computer-based testing (CBT), CFA Institute recently announced a few changes to the CFA exam dates from 2023. For those considering the CFA exams: No worries, we’ve analyzed all available CFA pathways and mapped them out for you in our clearcut CFA Journey Planner – check it out! CFA exam schedule: summary of …
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 …
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 …
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 …
Here’s a straightforward guide on all the relevant CAIA fees you really need to budget for both levels of the CAIA exams. First, we are going to look at the total cost of CAIA exams (and its assumptions). Then, we will delve into the details of the 5 main types of costs, before finally discussing money-saving tips …
Finance careers can be lucrative and open up a wide range of professional opportunities. However, it is also important to realize that specific sectors such as investments are affected by much more than fiscal trends and longitudinal share performance alone. The modern financial community is now placing greater emphasis on other factors in order to …
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 …
Portfolio managers often have lucrative, challenging and diverse careers. They are not only responsible for institutional investment oversight, but are also frequently able to establish personal relationships with corporate clients. So if you’re interested in a portfolio management career path, let’s take a look at what the role entails, how to get into the sector, …
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 …