advisor discussion meeting

CFA Level 1 Portfolio Management: Our Cheat Sheet

Note: this cheat sheet is updated for the latest 2025’s curriculum. It is probably no surprise that portfolio management is the most popular career current CFA candidates are interested in exploring further. Portfolio management is the heart of the CFA program – and they start you light and gentle in Level 1 with a broad …

Read more

notes thinking

CFA Level 1 Ethics: Our Cheat Sheet

Note: this cheat sheet is updated for the latest 2025’s curriculum. If mastered, Ethics can be the ace up your sleeve throughout your CFA exam journey, given its relative high topic-weight yet similar content across all 3 levels. That said, Ethics can be really dry to read through at times… we know, as we have …

Read more

how to get a cfa scholarship orig

CFA Scholarships: How to Successfully Get Them

Aside from the time commitment, there is a considerable cost to pursuing the CFA charter, especially for students. Level 1 enrollment and registration fees alone can be as high as $1,600, not including any third-party materials you might need. Luckily, there are a variety of CFA scholarships available for candidates, allowing you to reduce the enrollment and signup …

Read more

cfa after mba

Why Pursuing CFA After MBA Is A Better Idea

I recently graduated with my Masters in Business Administration. Finance classes were by and far my favorite, and after gaining work experience as an intern in investor relations, I flirted with the idea of obtaining CFA after MBA graduation. The CFA society of my region spoke to my class the first semester in, and I …

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 remaining in their undergraduate degree. But, should you be taking CFA Level 1 in college though? I think it depends, as studying for the …

Read more