Wealth management is a critical field that helps high net worth individuals and families to achieve their financial goals and maintain their financial assets over the long-term. Wealth managers assist their clients to do this through a combination of strategies involving financial planning, investment management, and risk management. The role of a wealth manager is […]
Tag: investment management
IT would be easy to forget that there are many fine people out there who have never heard of this “CFA Program”. What is the CFA Program? The CFA Institute describes the CFA Program as a graduate-level course for investment professionals. The course covers an extremely broad range of topics including: ethics, quantitative methods (read: […]
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CFA Level 1 Exam 2009 – post audit
An exam day overview I did the CFA Level 1 Exam yesterday. If you haven’t heard of the CFA Exam before, see the article “CFA Exam – What is it? Why do it? How to prepare.” It is definitely one of the most exhausting tests I have undertaken, a gruelling six hour 240 question multiple […]