phone interview tips

Phone Interview Tips: 10 Clear Steps to Acing It

My first phone interview was a magnificent disaster. I fumbled my own name, couldn’t go through my work experience without mixing up words, and I forgot the name of who I was speaking to. Basically, I was ripped to shreds. At the first round, over a phone, by HR. Telephone interviews are an important first …

Read more

climb steps progress upwards

How to Get Into Asset Management: 7 Basic Skills You Need

This article is an excerpt from the CFA Institute’s Future of Work in Investment Management Guide. A portfolio management career is highly sought after by CFA candidates and can be hard to come by. With high competition for these jobs, to better understand how to get into asset management sector, we asked human resources managers at asset …

Read more

cfa exams things i wish i knew beforehand orig

CFA Exams: 20 Things I Wish I Knew Beforehand

Umpteen years ago, after checking that I met the eligibility requirements, I signed up for my CFA Level 1 exams as a sprightly, wide-eyed innocent. Now that I’m a CFA charterholder, I wished I had someone who’d gone through everything to point out the potholes of the journey I’m on. For example, warning me about the …

Read more

cfa in college

Should You Consider CFA In College?

Can you take CFA Level 1 in college? Yes, according to CFA Level 1’s entry requirements, the earliest candidates can register for CFA Level 1 is when they have 2 years (instead of one year) remaining in their undergraduate degree. But, should you be taking CFA Level 1 in college though? I think it depends, …

Read more

CFA vs CPA_ Which Suits You Better

CFA vs CPA: Which Is Best For You?

There is understandably a lot of comparison and confusion between different financial qualifications. CFA vs CPA is no exception – they even sound similar! We have had chartered accountants share their CFA experiences before, but in this article we will specifically compare the CPA and CFA charter in all aspects: career paths, exam formats, exam …

Read more

is cfa worth it

CFA Value: Is CFA Worth It? Should I Take It?

Is CFA worth it, especially considering the 1,000+ hours you need to complete all 3 levels over an average of 4 years and the relatively low pass rates? What are the benefits of CFA charter? The answer depends on your personal circumstances, your career goals and what you make of it.  Drawing from my personal …

Read more

portfolio management career path

Portfolio Management Career Path: Roles, Salaries & Progression

Portfolio managers often have lucrative, challenging and diverse careers. They are not only responsible for institutional investment oversight, but are also frequently able to establish personal relationships with corporate clients.  So if you’re interested in a portfolio management career path, let’s take a look at what the role entails, how to get into the sector, …

Read more

decisions which way

Best Finance Certifications: Our Top List

We’ve had interesting discussions about CFA vs. MBA before, and whether it’s a worthwhile investment. However, that’s not the only alternative qualifications many of us consider in our pursuit of career advancement. With the various finance professional qualifications available, it can be quite daunting at first when faced with so many unfamiliar acronyms.  In this article, I’ll demystify and …

Read more