Practical analysis for investment professionals

Career Development and Soft Skills


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?

How to Master Social Media: Five Tips for Writing Well

What does it take to write captivating and engaging social media posts? Eric Sim, CFA, shares some essential pointers.