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financial planner career path

Financial Planner Career Path: Roles, Salaries & Progression

2 May 2024

Career Advice

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 a roadmap that helps individuals achieve what they want from life with the resources they have available. Not only is financial planning a versatile and rewarding ...

cfa investment foundations

CFA Investment Foundations Program: A Quick Guide

20 Apr 2024

Career Advice

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. ...

college for financial plannings ms in financial analysis msfa

CFFP’s Masters in Financial Analysis (MSFA): Our In-Depth Guide

19 Apr 2024

Career Advice, CFA

The pandemic has given us all the appreciation of working flexibly whilst still maintaining productivity and a good work life balance. This trend is prevalent in the professional education sector too. The College for ...

CFA exam day schedule computer based exam CBT

9 Insider Tips to Pass CFA Level 2 in 4 Months

10 Mar 2024

CFA, CFA Level 2

Despite more frequent exam slots per year with computer based exams, it still takes 5-7 weeks for CFA Level 1 results to be announced. Combine this with the fact that there needs to be ...

List of Top Finance Movies and Documentaries

Top 12 Best Finance Movies for CFA Candidates

8 Mar 2024

Study Break

“Everything I learned I learned from the movies.”  – Audrey Hepburn A while ago I went on a financial-film binge – I watched pretty much anything I could find on the subject, which was ...

frm exam results dates

When Are FRM Exam Results Released?

6 Mar 2024

FRM

Waiting for FRM exam results can be an anxious experience. This isn't quite helped by the latest vague guidance by Global Association of Risk Professional (GARP): Once an exam window closes, GARP scores the ...

cfa curriculum changes 2024

CFA Curriculum Changes 2024: A Solid Summary

8 Jan 2024

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

Note: This article is for the new 2024 curriculum. For next year's info, check out our article on 2025 CFA curriculum changes. The 2024 CFA curriculum is now out for all 3 levels, with ...