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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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ways to manage stress

6 Effective Ways To Manage Stress While Studying

Stress has an alarming ability to infiltrate all aspects of everyday life. It can strike unexpectedly, often causing people to subconsciously react in ways that are quite out of proportion to their situation. The overwhelming workload involved in studying is usually cited as a prime cause of stress, particularly for high level, professional qualifications. For …

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cfp study planner

A Free Customizable CFP Study Planner

I’ve been hoping Zee would build this! I’ve used their planner for all 3 CFA levels and starting CFP now, so this is perfect timing! Claire Thorne, CFA charterholder and CFP candidate “My first stop (after exam registration) was reading articles on your website and downloading the planner.” Lydia Reeves: used planner for all CFA …

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best cfp courses

Best CFP Courses: A Time-Saving Summary

Deciding to become a Certified Financial Planner (CFP) is a significant step towards a rewarding career in finance. But with numerous educational pathways, navigating these options can be overwhelming, especially when your time is actually best used for exam preparation. So, how does one choose from a list of the best CFP courses that works …

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