A Simple Step by Step Guide to Prepare for Your CFA® Level II Exam

Congratulations on passing your CFA® Level I exam. CFA students are brilliant and aim for the best, just as you are. To achieve success, you need to be focused and have an innovative study plan. As you prepare for level…

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The New Format of Interpreting your CFA® Result

During December 2017 sitting, the CFA® institute changed the way they would report CFA candidate results. The institution introduced the new format because it gave candidates a wealth of information on their overall performance. In addition, the new format allows…

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Advanced Calculator Functions using the TI BA11 Plus Calculator for the CFA® Exam

During a CFA® Exam, speed and accuracy matter, and candidates should invest their time learning how to use the TI BA11 Plus Calculator more effectively to employ its capability. This calculator is the ultimate choice for candidates sitting for CFA…

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When is the Best Time to Enrol in CFA®: in College or after Graduation?

If you are considering a career in finance, earning a CFA charter is an excellent way to advance your career. The right time to enroll for CFA is dependent on your confidence, schedule, and availability because the course requires intense…

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What is the Difference between the CFA® Charter and CFP Mark?

Whether you are considering a career in finance or are a professional, you have probably heard about CFA and CFP designations. If you wonder what they mean and which designation is the right fit for you, we have the answers…

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How to Decide between a CFA® Charter and MBA

Candidates pursuing a career in the financial industry often ask whether it is better to pursue an MBA or CFA. However, since earning an MBA or CFA is beneficial to finance professionals, pursuing either is a personal decision. It would…

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Different Career Options for Financial Analysts

A financial analyst is a general term used to describe various job titles in the finance industry. Financial analysts’ top four common job designations are risk analysts, fund managers, rating analysts, and portfolio managers. Let us explore each financial career…

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A Step By Step Guide on How to Become an Equity Analyst

Equity analysts, also referred to as stock analysts, focus on stock markets and research how companies perform in the securities market. Moreover, equity analysts in corporate finance assess companies within their portfolios. Other roles of equity analysts include preparing reports…

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What are the Duties of a Research Analyst?

Research analysts from a financial perspective, also known as equity research analysts, work on either the sell-side or buy-side investments. Financial research analysts analyze data on factors that affect financial markets such as industry changes and news, economic trends, political…

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All You Need to Know About the Portfolio Manager Designation

As the name suggests, portfolio managers manage investment portfolios on behalf of various clients; for example, individual clients, companies, or employed by larger financial institutions and firms. Let us look at the duties, specializations, and management skills of portfolio managers….

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