Practical analysis for investment professionals

Career Development and Soft Skills


Five Reasons Why Writing Is the Most Underrated Investment Skill

Writing should serve an active role throughout our investment process. Here’s why.

How Do Smart Clients Invest in Themselves? Know Their “Why”

“Ultimately, there’s one investment that supersedes all others: Invest in yourself," Warren Buffett said. "Nobody can take away what you’ve got in yourself, and everybody has potential they haven’t used yet.”

How to Future-Proof Your Career: T-Shaped Skills

Where should we focus our personal development so that it has the maximum benefit?

A Tale of Two Suits: The Three Capitals of Career Success

Eric Sim, CFA, explains how human capital, financial capital, and social capital helped build his career in finance.

Angela Duckworth: The Power of Grit

What's more important to success — talent or effort?

From No to Yes: Persuading Clients with the 3Ps Method

What is the 3Ps method? And how can it transform rejection into approval?

Asset Owner Perspectives: Building Investment Organizations Fit for the Future

How are asset owners thinking about and building their multi-generational, long-horizon portfolios?

The Next 75 Years: Will Generalists or Specialists Prevail?

To generalize or specialize? Seventy-five years after CFA Institute was established, how should investment professionals and aspiring investment professionals approach the choice?

Women and Money Making: What’s Your Business Model?

In celebration of International Women’s Day 2022, Barbara Stewart, CFA, shares how women in various countries and cultures think about business models.

How to Master Social Media: Seven Tips to Attract More Followers

What's the secret to building your followers on social media?



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