Sophie Macon 
The recent pandemic has brought ESG (environmental, social and governance) issues to the forefront of everyone’s minds. ESG matters. And investors and companies around the world are reacting fast to this current situation, pointing to a longer term demand for investment professionals with green finance and responsible investment knowledge. CFA Institute’s ESG Certificate may be a …
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 …
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), …
Are you considering CAIA certification? We often get asked how difficult the CAIA exams actually are. While CAIA pass rates and its historical trend is one way to judge this, it can be tricky to compare difficulty between designations such as CAIA vs CFA as well. CAIA exams are tough in the sense that you’ll …
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 …
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 …
This is a SUPER detailed guide to enhancing your memory retention for studying. In this guide, I’ll show you 18 actionable ways on how to improve memory for studying any exams, with CFA-exam-specific examples. So if you want to increase your chances of passing any exams, this list is for you. Let’s get started! What is the …
So you’ve finally registered for the CFA exams as a Level 1 candidate. Welcome! Facing the first challenge of your CFA journey can be overwhelming. But you are not alone, because we are here to guide you on what you should do in your CFA Level 1 preparation and help you pass. Here are our top 10 CFA …