13 episodes

Becoming a Chartered Financial Analyst® (CFA®) charterholder is a defining moment for any investment professional. But earning this distinction is no easy task. It takes true grit and determination to invest the time and dedication needed to succeed. What drives candidates to embark on this journey? We’re uncovering the inspirational stories that led people across the globe down the path to charterholder. This unique collection of personal experiences is intended to help inspire the investment professionals of the future to chart their own journey.

Want to tell your CFA® Charter story? Apply at:
https://cfainst.is/39N5coU

My CFA® Charter Story CFA Institute

    • Business
    • 5.0 • 15 Ratings

Becoming a Chartered Financial Analyst® (CFA®) charterholder is a defining moment for any investment professional. But earning this distinction is no easy task. It takes true grit and determination to invest the time and dedication needed to succeed. What drives candidates to embark on this journey? We’re uncovering the inspirational stories that led people across the globe down the path to charterholder. This unique collection of personal experiences is intended to help inspire the investment professionals of the future to chart their own journey.

Want to tell your CFA® Charter story? Apply at:
https://cfainst.is/39N5coU

    S2 Ep4: Alexandra Smedoiu, CFA

    S2 Ep4: Alexandra Smedoiu, CFA

    Alexandra Smedoiu, CFA, partner at Deloitte and president of CFA Society Romania, speaks to Lauren McAdams about her experience earning the CFA® charter, the value of the charter and the CFA community, the activities of CFA Society Romania, and its impact in the markets.
    Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst®. As a CFA® charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry. Learn more at https://cfainst.is/CFAProgram.
     
    Learn on the go with CFA Institute. Explore our range of online courses about trending investment areas such as climate finance, data science and cryptocurrency. Learn more at https://cfainst.is/OnlineCourses.
     
    Thank you for listening, if you enjoyed this episode please tell a friend and be sure to leave a review. To find the full line-up of CFA Institute podcasts, visit https://cfainst.is/podcasts.

    • 15 min
    S2 Ep3: Taneka Lawrence CFA

    S2 Ep3: Taneka Lawrence CFA

    As a senior relationship manager at Polen Capital Management, Taneka Lawrence, CFA, works with due diligence analysts in national accounts. Earning the CFA charter while starting a family was tough, but the knowledge and skills gained from the CFA Program give Taneka confidence in client meetings, and the CFA designation gives her credibility with peers and clients.
    Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst®. As a CFA® charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry. Learn more at https://cfainst.is/CFAProgram.
     
    Learn on the go with CFA Institute. Explore our range of online courses about trending investment areas such as climate finance, data science and cryptocurrency. Learn more at https://cfainst.is/OnlineCourses.
     
    Thank you for listening, if you enjoyed this episode please tell a friend and be sure to leave a review. To find the full line-up of CFA Institute podcasts, visit https://cfainst.is/podcasts.

    • 17 min
    S2 Ep2: Malak Kraisha, CFA

    S2 Ep2: Malak Kraisha, CFA

    Malak Kraisha, CFA, shares her experience of earning the CFA charter during the COVID-19 pandemic to become one of the youngest CFA charterholders in the Middle East, and how she leverages the knowledge she has gained from the charter in her role as a venture capitalist in the fintech space.
    Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst®. As a CFA® charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry. Learn more at https://cfainst.is/CFAProgram.
     
    Learn on the go with CFA Institute. Explore our range of online courses about trending investment areas such as climate finance, data science and cryptocurrency. Learn more at https://cfainst.is/OnlineCourses.
     
    Thank you for listening, if you enjoyed this episode please tell a friend and be sure to leave a review. To find the full line-up of CFA Institute podcasts, visit https://cfainst.is/podcasts.

    • 20 min
    S2 Ep1: Gene Gard, CFA

    S2 Ep1: Gene Gard, CFA

    Hear how the CFA® Program helped Gene Gard, CFA, chief investment officer at Telarray, pivot from submarine tours in the US Navy to a career in finance, and how involvement with CFA societies supported his growth in the finance industry in this episode of My CFA Charter Story.
     
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    Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst®. As a CFA® charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry. Learn more at https://cfainst.is/CFAProgram.
     
    Learn on the go with CFA Institute. Explore our range of online courses about trending investment areas such as climate finance, data science and cryptocurrency. Learn more at https://cfainst.is/OnlineCourses.
     
    Thank you for listening, if you enjoyed this episode please tell a friend and be sure to leave a review. To find the full line-up of CFA Institute podcasts, visit https://cfainst.is/podcasts.

    • 14 min
    My CFA® Charter Story Season 2 Launching 01.25.23

    My CFA® Charter Story Season 2 Launching 01.25.23

    Season @ launches Jan 25th, 2023. 
    My CFA® Charter Story returns with double the hosts and two episode formats. Join returning host Sibil Patri, CFA, as she guides us through inspirational CFA Program journeys in diverse places like Nigeria, Romania, and Jordan. New host, Lauren McAdams, will be talking to industry leaders about the doors opened to them as a result of earning the charter and joining the CFA society community. 
    Subscribe or follow to get updates when new episodes are released.
     
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    Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst®. As a CFA® charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry. Learn more at https://cfainst.is/CFAProgram. 
    Learn on the go with CFA Institute. Explore our range of online courses about trending investment areas such as climate finance, data science and cryptocurrency. Learn more at https://cfainst.is/OnlineCourses.
    Thank you for listening, if you enjoyed this episode please tell a friend and be sure to leave a review. To find the full line-up of CFA Institute podcasts, visit https://cfainst.is/podcasts.

    • 39 sec
    Ep 7 – Santiago Castillo Pino, CFA

    Ep 7 – Santiago Castillo Pino, CFA

    A few broken bones on a fateful bike ride were not enough to break Santiago Castillo’s spirit. Upon arriving to the United States as part of his semester abroad, Santiago used his time recovering to dive deeper into his love of finance, including becoming a teacher’s assistant while he was actively pursuing his MBA. Oh, and he managed to find time to join a rock band.   Santiago’s endless curiosity ultimately led him to the CFA Charter. Hear how Santiago’s travels from Ecuador to Spain and beyond influenced his passion and decision to pursue studying for the CFA charter and why he believes it was ultimately a better decision than earning his MBA. If you have a compelling story about your journey to earning the CFA charter, we want to hear from you. Let us know why you would be a good guest on an upcoming episode.

    • 16 min

Customer Reviews

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15 Ratings

15 Ratings

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