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.
Read MoreWomen remain significantly underrepresented in the finance community, and there are challenges to advancement. In my opinion, the main challenges include getting in the door at top firms and gaining the respect of our male colleagues. Holding the CFA designation helps provide knowledge and personal conviction from having accomplished such a difficult goal, as well as many other important skills and success criteria.
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