Many of the CFA charterholders and candidates I have met seem to have always known that it was the path they wanted to take. Finance degree, CFA charter, job at a bigtime investment firm. It was different for me.

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I went three for three on the CFA® exams. There was (no question) some level of luck and good fortune, I do believe there were a few things I did that aided my success, and maybe some or all can help you on your own successful path.

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I recently spoke to a finance class at a local college, a group of third-year finance students looking for an opportunity to hear from industry professionals. I have had the pleasure of speaking to groups of students like this on various occasions and I always enjoy it.

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