CFA

CFA teases private wealth qualification and Smith & Williamson’s resurrection

This week’s wealth management stories all in one place

3 min read

CFA to launch private wealth certificate next summer

Curriculum spans topics including managing multi-generational wealth to estate planning and alternative investments

3 min read

CFA Level I exam: Can you answer these five test questions?

Prepare for the notoriously tricky qualification in 2024 with this mock exam

3 min read

Is the CFA Program still worth it?

How to pass the CFA exam: ‘Think of it like a marathon,’ says Institute boss

Margaret Franklin says ensuring the CFA exams remain relevant has been a top priority since taking on the top job in 2019

5 min read

Help prepare for your CFA sitting with these example questions

CFA Level 1 exam: can you answer these four test questions?

Think you've got what it takes to pass the notoriously challenging qualification?

4 min read

From 2025, candidates studying for a Level III qualification will be able to choose modules focused on portfolio management, private wealth and private markets

CFA exams undergo ‘most significant’ changes since 1960s

The changes come after respondents to an FN poll last year said the qualification needed to modernise and embrace the digital age

3 min read

The CFA say that regulators need to devise a global approach to regulating the crypto sector

CFA Institute urges regulators to find common approach to crypto rules

Crypto rules still 'patchwork of stated intentions with little international coordination'

3 min read

The CFA’s new disclosure standards are meant to be used by investors, consultants, advisers and distributors to better understand and compare ESG investment products

CFA unveils global ESG standards to address greenwashing

The standards, which are the result of a two-and-a-half year process, are meant to be used by investors to compare ESG products globally

2 min read

CFA exams are tough to crack, requiring hundreds of hours of study

Failed your CFA? ‘Bite the bullet and re-sit’, say recruiters

Those who failed to make the cut will be weighing-up whether to re-take the notoriously difficult exams

4 min read