I would like to address some of the common mistakes made by candidates during the CFA® exams and how those mistakes can be avoided so that you don’t have to go through the rigmarole of taking the exams multiple times in order to pass them—which unfortunately was the case for me. While I am not proud of the fact that I had to take the exam multiple times, and some might consider it foolish to talk about failures, I learnt much from those failures.

Ethics is one of the most fundamental responsibilities of professionals in the financial services industry.  As trusted advisors, we are given a mandate by our clients to manage, preserve, and grow their assets and to operate in their best financial interests.

In the weird world of alternative investments, private equity is perhaps the most recognizable and most easily understood of the major asset classes. Individual investors, regardless of market experience, are generally familiar with venture capital-backed companies like Google, Facebook, Uber, and Snapchat.

Anxious is just one of the many words that describe how I felt in the final weeks and days leading up to the CFA® exam. Fortunately, I found having a general idea of what to expect on exam day relieved some of that anxiety.

The overall purpose of performance measurement is to help us select an investment and provide ongoing information about how our investment is doing so we can make good decisions