Passed event: Is a career in Investment Consulting right for you? 1.8.2024

Candidates

date & time

01/08/2024 7:00pm EEST

CFA Institute is excited to announce a new series of career-focused webinars aimed at helping CFA Program candidates explore various career paths within the finance and investment management industry. Each session will spotlight a specific job role that the CFA Program prepares candidates for, featuring interviews with a panel of CFA charterholders who are leaders in their fields. These webinars provide a unique opportunity to gain insights into the day-to-day responsibilities of these roles, strategies for breaking into the industry, and key factors for career success.

Investment Consulting is a vital niche within the finance industry that guides capital allocation and assists investors with asset allocation decisions. Rob Langrick, CFA, CIPM, and chief product advocate at CFA Institute and a panel of industry experts, will provide valuable insights during this engaging session.

As webonar speakers: Christine Collins, CFA, Head of Subadvisory Strategy and Senior Investment Specialist, Allspring Global Investments, Caitriona MacGuinness, CFA, Partner, DC & Mastertrust Market Leader, Merce, Kweku Obed, CFA, Managing Director, Marquette Associates and Rob Langrick, CFA, CIPM, Chief Product Advocate, CFA Program, CFA Institute.

During this webinar, you will learn:

  • What Investment Consultants Do Day-to-Day: Detailed overview of the daily responsibilities and activities of investment consultants.

  • Key Skills and Attributes for Success: Essential skills and personal attributes that contribute to success in investment consulting.

  • Common Pathways into the Industry: Common routes and strategies for breaking into the investment consulting sector.

  • How the CFA Program Prepares You: How the CFA Program equips candidates with the knowledge and skills needed to thrive in the investment consulting industry

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Passed event: Asset Valuations, 5.8.2024

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Passed event: An Examination of the New Normal for the Sector and a Focus on Private Debt, 16.7.2024