Why the CFA® Charter Worked For Me

When I saw a request go out for help sharing my experience and insight by contributing a guest post to a new blog, I thought it would be a great opportunity to shine a light on a smaller group in the CFA charterholder community.  I am a CFA charterholder, and I do not work in the money management or financial services industry.

Read More
Randy Johnson
Twists, Inversions, Shape Shifters—Three Theories

The time or term structure of interest rates, often referred to as “yield curves,” moves continuously as bond prices respond to changes in interest rates. The yield curve graphs this relationship between bond yields (change in price reflected in yield) and bond maturity (time or term).  

Read More
Gayle Buff
CFA® Program and the Challenge of Motherhood

When I left a well-known consulting firm in Paris and moved to Toronto, I knew immigrants in Canada usually struggle to get their first job because of the lack of Canadian experience or Canadian education. I had neither of these, so naturally I felt lucky that I was able to land my first job quite easily. Even though I had what was considered a good experience in treasury risks, hedge accounting, and financial risk management in general, I felt that I needed an additional asset education-wise to fully compete in the Canadian job market on Bay Street.

Read More
Aline Ndeme
Portfolio Construction Using the Bloomberg

"Portfolio Construction and Revision" is a sub-heading of "Portfolio Management and Wealth Planning" (Part X of CFA Institute Candidate Body of Knowledge, or CBOK).  As portfolio management and wealth planning are significant disciplines that CFA® candidates and charterholders find themselves engaged in on a day-to-day basis, it is useful to explore functionality within the terminal setting that can be applied to these tasks.

Read More
Scott Kamenir
Is global financial crisis closer than expected?

Since the last recession which was crystallized by financial crisis in 2008, the US and global economies have experienced sustained growth. Major market indicators such as S&P 500, NASDAQ, and Dow Jones have gained in excess of 280%, 400%, and 250% respectively. The number of stock market analysts predicting recession is increasing by the day.

Read More
Tunji Adeniran
When Life Gets in the Way of Studying

While it certainly may feel like your entire existence is engulfed by this test for six months out of the year, it is naïve to think that the rest of the world cares or it will place itself on pause until you are less busy studying.

Read More
Alex Knapp
My Keys to Success

I went three for three on the CFA® exams. There was (no question) some level of luck and good fortune, I do believe there were a few things I did that aided my success, and maybe some or all can help you on your own successful path.

Read More
Derek Dedman
The Importance of Passing CFA® Level II

Would you like to say you “just got started” or that you are “almost done”? Would you rather be at the beginning, or near the end of accomplishing a significant goal in your life and career? This is the difference between failing and passing CFA Level II.

Read More
Razvan Ionescu
Successfully Completing the CFA® Curricula: The Psychological and Biological Trivia You Should Not Ignore

I started the journey to becoming a CFA charterholder when I was a first-year finance doctoral student. Like all CFA candidates, I had strategically researched the topic area weights and allocated my study time. I had purposely put a hold on my social life and committed to the 300-hour study. I had carefully completed the assigned readings and attempted the practice questions.

Read More
Feifei Zhu
My CFA® Story

Many of the CFA charterholders and candidates I have met seem to have always known that it was the path they wanted to take. Finance degree, CFA charter, job at a bigtime investment firm. It was different for me.

Read More
Derek Dedman
The CFA® Program: Why I did it, and why I encourage other women to pursue it, too!

Women remain significantly underrepresented in the finance community, and there are challenges to advancement. In my opinion, the main challenges include getting in the door at top firms and gaining the respect of our male colleagues. Holding the CFA designation helps provide knowledge and personal conviction from having accomplished such a difficult goal, as well as many other important skills and success criteria.

Read More
Joanna Horowitz
The CFA® Charter as a Transition Tool

I began my career in the bond market research department of a major sell-side investment bank. At that time, "Wall Street" was run by firms whose salespeople, traders, and research teams established the markets’ liquidity and dictated market prices to clients.

Read More
Sidney Hardee
The Optimal Amount of Nervous Energy on Test Day

On test day, it is completely natural to be excited, nervous, worried, anxious, or some combination of these states of mind.…The point I want to make is very simple: for top performance, there is an optimal level of nervous energy that is not zero, and maybe not even close to zero.

Read More
John Howe
How to Study for the CFA® Exam as a Parent

It sounds pretty ominous: A 300-hour study commitment over the course of four to six months, which works out to be roughly between 12.5 and 18.75 hours per week. Oh, and that 300-hour assumption is an average; any individual might need to put in considerably more effort in order to master the material well enough to pass the test.

Read More
Pete Baksh
Thoughts on Passing the CFA® Exam from a Non-Finance Type

My background may differ from many candidates, in that although I work at an asset management firm, I work in a legal-compliance role. Even though I do not participate in core investment analysis for my firm, pursuing the CFA charter has been invaluable to me in terms of having the proper context to give guidance.

Read More
Samuel Kim