CFA reading lists

The 2024 Recommended CFA Reading List For Candidates

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 are not intended act as preparation material for the CFA exams. Looking for some new year reading? Why not read something entertaining …

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passed cfa level 3

Passed CFA Level 3? Now What?

Just received your CFA Level 3 results? We hope it’s good news. Commiserations to those who did not pass, you’ve worked so hard on this so far, do take some time to overcome your disappointment. You’re too close to the end to give up at this stage! Passed CFA Level 3? Congrats on your amazing …

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csric chartered sri counselor guide

Chartered SRI Counselor (CSRIC): Our Useful Guide

Note: As of 31 Dec 2024, College for Financial Planning is no longer accepting new enrollments for the Chartered SRI Counselor program. The demand for more sustainable, responsible and impact (SRI) investing options is real, even at the retail investor level: This demand for SRI expertise in the financial advisory space has led to the …

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CFA computer based testing guide

A Super Guide To CFA Computer Based Testing (CBT)

Since the introduction of computer-based testing (CBT) by CFA Institute in 2021, there has been a few minor tweaks, changes and improvements in the candidate experience. Here’s one epic summary of all the new CFA computer based testing process in one place, covering how things will work for Level 1, 2 (split screen for vignettes) …

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