cfa investment foundations

CFA Investment Foundations Program: A Quick Guide

Previously known as Claritas, the Investment Foundations Program by CFA Institute was paused in December 2021 for a product refresh. Since then, a new, enhanced version of the Investment Foundations Certificate was launched globally. With the same educational objective as before, it now has an enhanced, self-paced online experience, requiring only 60-90 hours of study …

Read more

resume tips and tricks

CV Writing: 11 Top Resume Tips and Tricks You Must Know

Your resume is one of the first things a potential recruiter sees in the hiring process. And first impressions do matter, especially when it comes to convincing them to invite you for an interview. If you’re relatively new to job hunting, this guide will provide actionable resume tips and tricks that increases your chances of getting …

Read more

budgeting financial planning spreadsheet savings

How to Get Into Wealth Management: An Insider’s Guide

About Tamara: In addition to more than 10 years of wealth management experience, Tamara holds the Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM®) designations and has obtained the Life License Qualification Program (LLQP). She is currently a Senior Portfolio Manager at TD Wealth Private Investment Counsel, one of Canada’s largest private client money management firms. One of …

Read more