Giving Up Is Not an Option

I would like to address some of the common mistakes made by candidates during the CFA® exams and how those mistakes can be avoided so that you don’t have to go through the rigmarole of taking the exams multiple times in order to pass them—which unfortunately was the case for me. While I am not proud of the fact that I had to take the exam multiple times, and some might consider it foolish to talk about failures, I learnt much from those failures.

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Sumit Gutgutia
Thoughts on ETFs vs. Actively Managed Funds

One of the remarkable trends of the last 10 years has been the growing popularity of exchange traded funds (ETFs) as advisers and the investing public have grown frustrated by their failed efforts to outperform the major market indexes. As returns continue to fall short of expectations and the prospects of subpar annual returns looms on the horizon, fees for actively managed portfolios are receiving greater attention than they would in a higher-return environment. 

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An Introduction to Socially Responsible Investing (SRI/ESG)

The general public’s awareness of such issues as climate change, labor practices, and corruption has greatly increased in recent decades. We’ve all heard of huge multinational corporations caught (and fined for) polluting the environment, bribing government officials for permits and contracts, or exploiting outsourced workforces in developing countries.

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Wojtek Buczynski
The CFA® Path Led Me to Gold Mining

Of the few online searches I did on CFA career paths when I first contemplated writing my Level I exam 15 years ago, working in the mining space was not on any top 10 lists that I came across. Yet in the decade that has passed since I first started my mining career (mostly gold, with some copper and a sprinkle of silver), I have worked closely with both the buy-side and sell-side while simultaneously acquiring industry-specific knowledge.

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Khalid Elhaj
Embrace the Challenge

An average four-year commitment to pass all three exams is not your typical career stepping stone. Accomplishing this crazy feat in the minimum two and a half years should warrant an extra letter in the designation for awesomeness, or receive some sort of lifetime VIP pass to…well, EVERYTHING.

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Albert Chang
Is the CFA Charter Really Worth It?

It’s 7:30 p.m. and I had been in the office since 7:30 a.m. I was staring at a blank PowerPoint slide on one screen and a Bloomberg homepage on the other. For the last several weeks, I had been working tirelessly as our firm prepared to go on the road and raise capital from investors.

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Andrew Bekker
Bringing Down Exam Anxiety

Anxious is just one of the many words that describe how I felt in the final weeks and days leading up to the CFA® exam. Fortunately, I found having a general idea of what to expect on exam day relieved some of that anxiety.

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Brian Fischer