CFA entry requirements

CFA Entry Requirements: A Detailed Overview

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 …

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garp scr exam guide

GARP SCR Certificate: A Handy Beginner’s Guide

One of the key lessons of the COVID-19 pandemic is that we must react swiftly to high probability, high impact risks — and delays are costly. The climate is changing. And the risks from climate change are only going to rise over the foreseeable future. As climate risk management continues to develop towards being a discrete job title, managing …

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cfp career path

CFP Career Paths: A Master Guide

If I knew about financial planning as a potential career path years ago whilst at university, I probably would have chosen to become a Certified Financial Planner (CFP) instead of a short lived, unsustainable career in investment banking. Why? It’s because to me, a CFP career is highly flexible, combined with a good mix of …

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cfa vs caia comparison

CFA vs CAIA: Which Is Superior? Or Do Both?

CFA and CAIA designations can appear very similar at first sight, especially since the introduction of the CFA Level 3 Specialized Pathways, as they both target investment and financial professionals. However, there are differences in global recognition, breadth and depth of topics studied, career focus and exam difficulty. They could even be a complementary set …

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chfc vs cfp

CFP vs ChFC: What Are The Big Differences?

When it comes to building a successful career in financial planning, choosing the right certification can play a crucial role in shaping your future. The ChFC (Chartered Financial Consultant) and CFP (Certified Financial Planner) are two of the most respected credentials in the financial planning industry, each offering a distinct approach to financial planning. But …

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Should I retake CFA exams?

How To Get Promoted at Work: The Ultimate Guide

Investing your time and energy in years of dedicated study and work experience is a typical route towards professional career success. In many finance careers, there is often a clear hierarchy leading to an ultimate management role with a highly lucrative salary.  Learning how to get promoted at work is therefore crucial, but why do …

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cfa level 1 fra

CFA Level 1 FSA: Our Cheat Sheet

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 …

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cfa level 1 derivatives cheat sheet

CFA Level 1 Derivatives: Our Cheat Sheet

Note: this cheat sheet is updated for the latest 2025’s curriculum. Derivatives. Perhaps no single word has a greater ability to strike fear in the hearts of CFA candidates. The readings on this topic are replete with graphs, formulas, all of which seem indecipherable, and gratuitous references to Greek letters. However, it doesn’t need to …

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