Want to pass your exams? Start preparing the right way.

My email is

and I’m preparing for

This field is for validation purposes and should be left unchanged.

300Hours: Finance Certifications Hub for CFA, FRM & CAIA

budgeting financial planning spreadsheet savings

How to Get Into Wealth Management: An Insider’s Guide

Tamara Bonn

20 Mar 2025

Career Advice

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 the more popular questions received at 300Hours is how to break into the various finance industries that strongly target CFA candidates and charterholders. Wealth management is ...