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  • The Future of Work in Investment Management: Skills and Learning

    • Oct 18, 2023
    • CFA Institute

    Identify skills and learning gaps to position yourself for success.

  • Future State of the Investment Industry

    • Oct 18, 2023
    • Rhodri G. Preece, CFA, Ryan Munson, Roger Urwin, FSIP, Andres Vinelli, Larry Cao, CFA, Jordan Doyle, and Editor, Paul McCaffrey

    Where will the investment industry be in the next 5-10 years?

  • Career Tools: Job Search Tools and Career Management Content

    • Sep 14, 2023
    • Dana Anton

    Try the CV builder and interview simulator, take assessments, explore the asset library, and refine your soft skills to prepare for your next career move.

  • Resources for Your New Reality

    • Jun 28, 2020

    CFA Institute recommended resources for well-being and finding balance in a changing environment.

  • Investment Professional of the Future

    • Jun 19, 2019

    CFA Institute report on the changing roles, skills, and organizational cultures that affect the career path for investment professionals of the future

  • How does the CFA Program connect to investment professionals?

    • Aug 17, 2020

    CFA Institute has developed a ‘competency framework’ that describes job roles and related competencies throughout the industry and from around the world.

  • Organizations and Job Roles

    • Aug 17, 2020

    An explanation of organizations and job roles available for charterholders.

  • Career Success Interviews with Successful Leaders

    • Jul 22, 2020

    Read about career successes from interviews we conducted with successful leaders in the investment field to uncover their “secrets of success.” These insights and experiences they share are invaluable. You will find that almost everyone we interviewed suggests that their careers and levels of success would have benefited even more from knowing earlier what they know now about career management.

  • Applying For A Job

    • Jul 22, 2020

    Creating a professional CV and covering letter can be tricky, especially if you have limited work experience. You’ll need to learn how to target your CV and covering letter to the company and job that you’re applying for. Your degree will have taught you a host of subject-specific, transferable skills. But selling them to employers is vital in a competitive job market.

  • Well-being and Resilience

    • Jul 22, 2020

    Focusing on your well-being and resilience is important in this fast-paced world. Check out our curated resources to help inform your self-care efforts .

  • Productivity and Time Management

    • Jul 22, 2020

    Effectively managing time and resources is an issue most of us face at some point during our lives. Check out our curated resources to help you optimize your time and energy.

  • Working Virtually

    • Jul 22, 2020

    Virtual work can be both rewarding and challenging. Check out our curated resources to address common challenges and ways to create unique opportunities.

  • Ongoing Career Management

    • Jun 8, 2020

    Resources to support your ongoing career management activities and planning.

  • Tips on Job Search & Interviewing During the Pandemic

    • Apr 22, 2020
    • Dana Anton

    Resources to support your ongoing job search activities including helpful tips for using a job board and preparing to interview virtually. 

  • In The Workplace

    • Apr 7, 2020

    Once you’ve got your graduate job in finance, you need to ensure that you impress and progress. The learning never stops

  • The Interview Process

    • Apr 7, 2020

    We all know the importance of first impressions in interviews. Learn some do’s, some don’ts and some top tips from experienced professionals. You need to make the interview the best possible snapshot of yourself.

  • Exploring Opportunities

    • Apr 7, 2020

    The investment sector, and roles within it, are complicated to navigate. Explore job roles in investment management by understanding the differences between investment decision-makers, analytical and advisor roles

  • Preparing For Your Career

    • Apr 7, 2020

    Preparation is the key to success. Start by reading and expanding your knowledge of the industry as early as possible. Stay on top of the latest trends in the industry. Having knowledge and awareness of recent trends will set you apart from others hoping to enter the industry.

  • Career Planning for Students

    • Apr 7, 2020

    Knowing which jobs are best fitted for you and your skill set can be challenging. It is important to understand what you are expecting from your ideal work life and how to achieve it. Our job role descriptions and skills analysis can help guide you on the best career path to meet your personal objectives.

  • 2019 Compensation Study

    • Nov 14, 2019

    See how member/charterholder compensation is structured around the world and gain insights into compensation benchmarks through this executive summary and interactive dashboard.