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Blog & Insights

Featured Article

CFA Result – Not What You’d Hoped For

The recent CFA Level I results have caused much celebration amongst successful candidates. For more than half, though, results did not go their way. If you were one of those

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CFA Result – Not What You’d Hoped For

AI meets ESG. Closing Bell for Analysts?

CFA Institute Sustainable Investing Certificate

The CFA Program: Chart Your Success Story.

Unlocking Sustainable Finance: The CFA Institute Certificate in ESG Investing

Fiddling while Greece burns

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Changing Your CFA® Exam Date from Dec 2020 to a 2021 CFA Exam Date

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CFA® Program Level I

Level I covers the foundations of finance with a significant emphasis on the analytical tools, especially accounting and quantitative techniques. Although the depth of these topics may seem challenging, the benefit to candidates is the ability to “uncook the books” and get behind the published numbers.

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CFA® Program Level II

Level II is often seen as the toughest technical level of the CFA® Program, however with a solid grounding from Level I this next step is immensely rewarding.

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CFA® Program Level III

The final stage of the CFA Program, Level III, builds on the foundational knowledge from Levels I and II but shifts focus towards portfolio management, investment planning and wealth management strategies. When registering for the exam, candidates choose one of three specialised pathways: Private Markets, Private Wealth or Portfolio Management. If you need help deciding which pathway is right for you, get in touch with us for guidance.

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CFA Institute Sustainable Investing Certificate

The CFA Institute Sustainable Investing Certificate is designed for candidates wanting to learn about environmental, social and governance (ESG) issues and different forms of sustainable investing. The curriculum describes the E, the S and the G in depth, covers key regulations around the world and provides in-depth knowledge of sustainable investments in all major asset classes. Launched in 2019 the SIC (formerly the Certificate in ESG Investing) has become the definitive qualification for investment practitioners around the world, with thousands of candidates registering each month.

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