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cfa professional conduct investigation

CFA Professional Conduct Investigation: A Clear Guide

Sophie Macon

28 Dec 2023

CFA, Exam Day & Results

As a CFA candidate, you may have heard occasional horror stories about some candidates being subjected to CFA Professional Conduct investigations due to a misconduct (perceived or actual). To help alleviate your concerns, this article explains: what CFA Institute's Professional Conduct Program (PCP) is about; how a disciplinary process works; what to do if you're being investigated; and most importantly how to avoid any CFA PCP investigations in the future. Let's dive in! What is CFA Institute's Professional Conduct Program? CFA Institute upholds the Code ...

wallet money

What’s The Total CAIA Fees? A Useful Estimate

Sophie Macon

27 Dec 2023

CAIA

​Here’s a straightforward guide on all the relevant CAIA fees you really need to budget for both levels of the CAIA exams. First, we are going to look at the total cost of CAIA exams (and ...

CFA reading lists

The 2024 Recommended CFA Reading List For Candidates

Zee Tan

19 Dec 2023

Study Break

Note: This is a reading list for candidates that are looking for an engaging read while enhancing their knowledge for the CFA exams and investment management. These books are not curriculum readings and ...

cfa and frm

CFA and FRM: Best Way to Get Both Quickly

Aakanksha

14 Dec 2023

CFA, CFA Level 1, CFA Level 2, CFA Level 3, FRM

When looking to boost my financial expertise and qualifications, I went through what was a fairly common dilemma a few years ago: CFA or FRM? My question was then: why not both CFA ...

csric chartered sri counselor guide

Chartered SRI Counselor (CSRIC): Our Useful Guide

Sophie Macon

1 Dec 2023

ESG

The demand for more sustainable, responsible and impact (SRI) investing options is real, even at the retail investor level: Thanks to a stricter definition of what constitutes sustainable investing in the US, these assets ...

cfa institute evolves

CFA Institute Evolves: 6 Big Changes to the CFA Program

Zee Tan

26 Nov 2023

CFA, CFA Level 1, CFA Level 2, CFA Level 3

In the past few years, the CFA Program has undergone some pretty big changes. From a radical change in exam schedules to a shift to computer-based testing (CBT), the CFA Program has evolved ...

title orig

CFA® Exam Meme Challenge: Every Friends Episode in Season 3

Neil Harkness

23 Nov 2023

Study Break

Here are the meme-fied seasons so far: Season 1 ∙ Season 2 ∙ Season 3 We're into the third season of my journey to CFA-memefy every Friends episode. Bring on Season 3! As a reminder, here are the ...