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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Why I Took the CFA Exams: A Chartered Accountant's Perspective 1

Why I Took the CFA Exams: A Chartered Accountant’s Perspective

Hey 300H readers, I trust study preparations are going well! Sometimes in the midst of the journey when you’re tired from studying, it pays to reflect back to the time where you made the decision to take on the CFA exams challenge – there is a good reason for all this hard work and it …

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Why I Took the CFA Exams: A Chartered Accountant's Perspective 2

How to Successfully Get A Job as a Portfolio Manager

By hairyfairy (with input from Arbitrageur) Portfolio management is one of the most sought-after roles in finance. Trusted with (sometimes) billions of dollars, a portfolio manager makes investment decisions for high net worth funds or institutions according to their risk appetite and other preferences.  It’s also one of the most relevant job profiles to CFA®️ …

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Why I Took the CFA Exams: A Chartered Accountant's Perspective 3

Ace Your Phone Interview in 7 Simple Steps

My first phone interview was a magnificent disaster. I fumbled my own bloody 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. As interviewing is really one …

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Why I Took the CFA Exams: A Chartered Accountant's Perspective 5

4 More Essential Pointers to Getting Yourself Promoted

What would you do to further your career today? We’ve previously written about promotions and gone through 4 tips that will help you pursue your next phase in career development. If you haven’t gone through them, you can read them here. In this post, we go through another 4 tips that may not be as conventional, but …

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Why I Took the CFA Exams: A Chartered Accountant's Perspective 8

Want to Get Promoted? Here are 8 Things You Must Know

By Christine A main reason many candidates take up the CFA exams is due to career reasons. The CFA program offers a great educational program in finance, and while it’s not an automatic career upgrade, there’s no denying that it is indeed great for a financial career. Keeping our career-focused readers in mind, we recently …

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Why I Took the CFA Exams: A Chartered Accountant's Perspective 9

4 Essential Pointers to Getting Yourself Promoted

Do you wish you could be promoted sooner? Chances are, you’re not alone. Especially in the finance industry, everyone is in pursuit of advancing their career as quickly as possible. You’ve looked at your company handbook and you think you’re doing everything right, but things aren’t moving quite as you’d hoped. So what’s going wrong? …

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