CFA Career Chats: Robin Koroluk, B.Comm (Finance), CFA and Jordan Wilson, CPA, CA, CFP, CFA
Release Date: 06/10/2021
CFA Career Chats: Mark Smith-Windsor, BA (Economics), CPA, CMA, CFA
CFA: Careers For All
Mark Smith-Windsor joins Jordan Wilson to discuss his education, career path, CFA designation, and much more.
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Episode 9: Women in Finance
CFA: Careers For All
Women in Finance
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CFA Career Chats: Veronica Gamracy, BFA, MBA, CFA, CIMA, CIPM
CFA: Careers For All
Veronica Gamracy joins Jordan Wilson to discuss her extremely varied education, career path, the CFA designation, finance, and diversity issues.
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CFA: Careers For All
CFA: Careers For All
In this session, Robin Koroluk and Jordan Wilson discuss the CFA designation and career paths.
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CFA Career Chats: Paula Meier, CFA
CFA: Careers For All
Paula Meier joins Jordan Wilson to discuss her education, career, and juggling a young family.
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Hiring Advice
CFA: Careers For All
In this podcast, Robin Koroluk and Jordan Wilson offer their thoughts on securing a job.
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Diversity Matters
CFA: Careers For All
In this session, Robin Koroluk and Jordan Wilson discuss diversity in finance.
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CFA Career Chats: Robin Koroluk, B.Comm (Finance), CFA and Jordan Wilson, CPA, CA, CFP, CFA
CFA: Careers For All
In this session, Robin Koroluk and Jordan Wilson draw on their personal and career experiences to flesh out many of the topics covered in the formal presentation. With vastly different career paths, Robin and Jordan share many great examples and offer advice to those considering the CFA Program.
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CFA Career Chats: Dan Sumner, MA (Econ), CFA
CFA: Careers For All
Dan Sumner is a native of Saskatoon. He attended the University of Saskatchewan, where he attained his Bachelor of Arts in Economics. He then moved to Queen’s University to pursue his Master’s in Economics.
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CFA Career Chats: Juliana Wong, BA (Econ) CFA
CFA: Careers For All
Juliana Wong joins Jordan Wilson to discuss her career trajectory and lessons learned. From her time growing up in Vancouver until now. An interesting discussion on education, career paths, and work advice. Juliana is a Senior Capital Markets Director at Concentra Bank. She manages Concentra's funding pricing through wholesale market, indirect channels, and capital markets. Also, Juliana oversees liquidity in terms of portfolio investments, cash management, and management of credit facilities. Prior to Concentra, Juliana worked at a Pension Investment Firm and an Asset Management...
info_outlineIn this session, Robin Koroluk and Jordan Wilson draw on their personal and career experiences to flesh out many of the topics covered in the formal presentation. With vastly different career paths, Robin and Jordan share many great examples and offer advice to those considering the CFA Program.
00:25 Robin Koroluk Introduction
4:45 Jordan Wilson Introduction
8:10 Finance Majors and the CFA Program
Did Robin’s finance major perfectly prepare her for writing CFA Level Exams?
How deep and wide is the CFA Program curriculum?
How is it to work a full-time job and be in the CFA Program at the same time?
Do employers provide support for Candidates in the CFA Program?
Are there non-CFA courses to take, that help prepare for beginning the CFA Program?
Is it better to start the CFA Program immediately after University? Or to wait a few years and gain some practical experience?
22:45 Accounting, then Finance
Why did Jordan pursue his financial accounting designation before moving into finance?
Do accounting skills assist in passing the CFA Level Exams?
How much of the CFA Levels Exams require financial accounting knowledge?
What other technical skills can enhance a career in finance?
29:50 CFA Career Opportunities in Saskatchewan
What are the job prospects for CFAs wishing to work in Saskatchewan?
Do CFAs only work as financial analysts or in the investment sector?
Does it make sense for non-finance professionals to pursue the CFA designation?
Financial analysts sound boring. Are there roles for extroverts, with more excitement?
What about job pressure? “9 to 5” stability versus higher stress?
What about compensation? Steady paycheck versus “eat what you hunt”?
40:20 CFAs versus ….
How does a CFA designation compare with a Chartered Professional Accountant (CPA)?
Or Certified/Registered/Personal Financial Planners (CFP/RFP/PFP)?
Or a Master of Business Administration (MBA)?
What about skill and experience differences within a specific designation?
Do securities regulators care if employees have a CFA, CFP, CPA, or MBA?
51:48 Complementary “Hard” and Useful “Soft” Skills to Develop
Do CFAs require industry experience?
Behavioural finance skills?
Human Resources and Staff Management?
Leadership and Team Dynamics?
Communication and Interpersonal?
Analytical and Problem Solving?
Foreign Languages and Cultural Appreciation?