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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cfa uk esg investing certificate beginner s guide orig

CFA ESG Certificate: Our Easy Guide

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 …

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financial planner career path

Financial Planner Career Path: Roles, Salaries & Progression

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 …

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cfa professional conduct investigation

CFA Professional Conduct Investigation: A Clear Guide

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 …

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study research working

CFA Curriculum Changes 2025: A Solid Summary

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), …

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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 …

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