cfa vs caia comparison

CFA vs CAIA: Which Is Superior? Or Do Both?

CFA and CAIA designations can appear very similar at first sight, as they both target investment and financial professionals. However, there are differences in global recognition, breadth and depth of topics studied, career focus and exam difficulty. They could even be a complementary set of finance certifications to go for, depending on career goals. For …

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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 vs cfp

CFA vs CFP: Which is better for me?

If you have an inkling of which finance career you’re interested in pursuing, it is definitely worth studying for a specialized, globally recognized finance certification to help you secure that desired career path. CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) certifications definitely fit the criteria: highly specialized in their respective field yet still …

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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 …

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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 …

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salary negotiation tips

6 Useful Salary Negotiation Tips You Must Know

It’s insane that we’re never taught about negotiations in classes, given how much we actually need it for important milestones in our lives, such as promotion and salary raise discussions. Just like interviewing, networking, or knowing what to do to get the promotion, negotiations are part and parcel of life, especially when managing your career. Practicing and learning …

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