In the post, New Year Resolutions?, we looked at how to find free time in life.
Free time to achieve a resolution, perhaps related to a career or personal objective.
Then making the most of that free time by developing a structured game plan for success and focussing on attaining the goal.
Today we will use the Chartered Financial Analyst (CFA) exams as an example. (more…)
A November 2011 survey of financial professionals predicts a somber outlook for 2012.
Each year, a worldwide sample of Chartered Financial Analysts (CFAs) are invited to participate in a Global Market Sentiment Survey. As the title suggests, the survey looks at “market sentiment, performance, and market integrity issues in 2012.”
The survey also provides predictions on growth in the global finance profession.
The report makes for interesting reading.
Although I did not participate in this years survey, I share many of the findings. (more…)
What are the similarities and differences between professional financial accountants, Chartered Financial Analysts (CFA), and Certified Financial Planners (CFP)?
Being all three, this is a question I get asked a lot.
And right now as students begin to contemplate their career options, it is a topical issue.
So how do they compare? (more…)
I was asked by a reader for recommendations on universities that specialize in “wealth management” or “investment banking” studies.
It is difficult to give specific recommendations as there are so many variables that go into the right choice for each different individual. Cost, courses offered, area of specialization, distance from home, friends, location, commute, extracurricular activities, etc. All these play a part in determining the best option for a student.
And, as she is based in Singapore, my direct knowledge of universities in the region is limited. If any readers have advice, please leave a comment.
However, I can provide a few general comments on where and what to study.
How to optimize your education and increase the probability of a successful career.
My examples are finance related, but the principles relate to any field of study. (more…)
A reader wrote in to ask two related questions.
One, is the Chartered Financial Analyst (CFA) or the Certified Financial Planner (CFP) designation more difficult to obtain?
Two, which is the more “valuable” designation?
Interesting questions that I shall try to answer. (more…)
Often I am asked about programs for those wanting to enhance their finance credentials.
There are a variety of options out there. (more…)
I just saw the June 2010 worldwide results for the Chartered Financial Analyst exams.
109,705 students wrote one of the three exams this June.
The pass rates were: Level I, 42%; Level II, 39%; Level III, 46%. (more…)
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