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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video interview meeting call

15 Video Interview Tips: Your Checklist for Success

Whether you’re applying for an entry level financial position or looking to move into a more senior role, after passing an initial phone interview, you may be offered a video interview instead of an in-person meeting. While the pandemic undoubtedly brought video calling into the mainstream, the process of interviewing potential employees is one task …

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checklist

How to Evaluate a Job Offer: Our Top Checklist

After a long and hard job search, you’ve gotten yourself a job offer. Congrats! But how do you know if it’s a good one? It’s crucial to know how to evaluate a job offer first, before deciding whether you can negotiate for something better. Deciding to accept a job can be a big decision, and …

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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 …

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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 …

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accounting career path

Accounting Career Path: Roles, Salaries, Progression

There are at least 3 million professional accountants around the world. This isn’t surprising considering how vital the accounting industry is to our society, from small businesses, large corporations and even governmental organizations. If you’re interested in pursuing accounting as a career, you’ll find a broad range of opportunities. From working for one of the …

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