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Management Consulting Career Path: Roles, Salaries etc

If you are interested in a career with high-value skills and expertise, where you can advise strategic and operational activities of organizations from the top level, then a management consulting career path could suit you well. Management consulting is a fairly broad field that encompasses a range of opportunities. However, at its heart, it is …

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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 …

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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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cfa vs caia comparison

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

CFA and CAIA designations can appear very similar at first sight, especially since the introduction of the CFA Level 3 Specialized Pathways, 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 …

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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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