All Careers Advice

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

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

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.

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

An explanation of organizations and job roles available for charterholders.

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 su...

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 s...

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

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 .

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.

Resources to support your ongoing career management activities and planning.

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

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

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.

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

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.

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 ob...

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

Listen to a recruiter’s perspective on hiring and compensation trends in the investment management industry and advice for negotiating compensation, promotions, and role transitions.