Career Management

  • CFA Institute report on the changing roles, skills, and organizational cultures that affect the career path for investment professionals of the future
  • Try this assessment to see how well you are managing your career and what resources in Career Success can help you take the next step.
  • Learn about and access the CFA Institute Career Tools resource.
  • Originally appearing on the Enterprising Investor blog, this article discusses the myriad of ways job boards are useful tools in your career management toolbox.
  • Practical advice on how professionals can ask for what they want to achieve their career objectives.
  • Have you arrived at an industry event and didn’t know anybody? Did you feel the panic start to settle in? There are a few lucky people who seem to be able to work a room and network effortlessly, but for the majority it does not come naturally. The good news is that there are some simple tips tha...
  • Why do we behave unproductively? What is the psychology behind it and how can we change our behaviour? Ellis Pecen combines academic research and practical experience to make performance psychology more widely accessible.
  • The rate of international assignments has increased significantly in recent years, and going abroad is essential for a growing number of career paths. However, the failure rate for professionals and employing firms is much higher for international assignments relative to professionals who stay in...
  • So what are some of the roles allies can play in our careers and how can they help us fill out our personal board of directors?
  • Your line of work will get disrupted. This is a baseline assumption for everyone, but the state of today’s business environment may set millennials apart from previous generations of young professionals settling into their careers.
  • Meditation provides investors with many benefits. Below are meditation tips from the newly released Meditation Guide for Investment Professionals, the full version of which is available online for CFA Institute members.
  • In this brief interview (approx. 9min), executive coach Kimberly Togman explains why and what kind of goal setting is important for managing your career and gives thoughts on how to make time for your goals, even in hectic times.
  • This webcast addresses stressors, burnout, and resilience. Switzerland-based Dominique Lepori, CFA, founding partner of softfactors.net, discusses the inner and outer stressors that can lead to burnout and how to build your resilience in the face of significant performance pressure.
  • Panelists Shawn Rutter, managing director at Excelsior Search, and Justin Zhen, co-founder of Thinknum discuss opportunities for investment professionals in fintech.
  • In this webinar, career and executive coach Bryn Panee Burkhart will present tips and strategies for having productive conversations around salary and compensation at various stages of your career.
  • In this blog post that originally appeared on Enterprising Investor Julia VanDeren relays advice for ensuring career mobility into the future based on insights shared by Tracey Wilen in a presentation at the 2016 CFA Institute Annual Conference.
  • Access the CFA Institute Career Guide