how to get into wealth management

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 Portfolio Manager at TD Wealth Private Investment Counsel, one of Canada’s largest private client money management firms. One of the …

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Does CFA Help? Maybe, But It's Not a Golden Ticket to Jobs 1

Does CFA Help? Maybe, But It’s Not a Golden Ticket to Jobs

The CFA charter is a great career enhancer in the right industries and when utilized to its full potential. Although it is challenging to attain, if you are well prepared, it is perfectly possible and will significantly boost your career. That said, does CFA help get you a job in general, or in a particular finance industry? No. …

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cfa investment foundations vs cfa

CFA Investment Foundations vs CFA Program: A Clear Comparison

Did you know that besides the CFA program, CFA Institute also offers a free CFA Investment Foundations program? Many potential candidates get confused between the two qualifications, so we thought it may be helpful to put together a proper comparison guide to help you decide between CFA Investment Foundations vs CFA Program. Let’s dive in! …

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How to display CFA status on resume CV LinkedIn Business Cards

How To Properly Display CFA On Resume, LinkedIn & Business Cards

With 45% of candidates registering for CFA exams for career reasons, it is crucial to keep your “personal marketing materials”, i.e. CV/resume, LinkedIn, business cards and even email signature, up-to-date to reflect your latest accomplishments in the CFA Program.  However, did you know about CFA Institute’s strict guidelines on the CFA designation usage on any written …

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cfa investment foundations

CFA Investment Foundations Program: A Quick Guide

Did you know that CFA Institute has a lesser known, global investment certification that is completely free, administered online, requiring only 100 hours of study with a relatively high pass rate? 😲 Assuming it is suitable for your career situation and objective, it is something you can even register for right now, study and complete the …

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investment management certificate introduction

Investment Management Certificate (IMC): A Useful Guide

Did you know that in certain situations, the Investment Management Certificate (IMC) can be more suitable than taking on the CFA exams? With over 5,000 exams sat each year, IMC is the most widely-recognised and established qualification of its kind in the UK. The IMC has been used by investment professionals for 25 years, and …

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SCR certification sustainability and climate risk certificate

Introducing GARP’s SCR Certification: A Handy Guide

One of the key lessons of the COVID-19 pandemic so far 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 …

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Why Top Tier Firms Prefer Hiring CFA Charterholders 2

Why Top Tier Firms Prefer Hiring CFA Charterholders

By Sophie Macon Interviewing for a new job, targeting a promotion, or looking to progress your career? Top tier firms know that the CFA Program produces results. ​For your next career move, here’s a primer with all the facts and research showing how CFA charterholders and candidates have an edge over the rest. A Hiring …

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CFA career paths job opportunities

CFA Career Paths: What Are Typical Job Opportunities for CFA Charterholders?

Did you know that 45% of CFA candidates pursue the charter for career-related reasons? But what are typical Chartered Financial Analysts’ (CFA) career paths? It is crucial to understand the potential career paths and flexibility that a CFA designation offers, and this applies regardless if you’re: considering the CFA designation; an existing CFA candidate; or …

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