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CFA: Careers For All

CFA: Careers For All

Release Date: 06/15/2021

CFA Career Chats: Mark Smith-Windsor, BA (Economics), CPA, CMA, CFA show art 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 show art 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 show art 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 show art 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 show art 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 show art 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 show art 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 show art 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 show art 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 Queenโ€™s University to pursue his Masterโ€™s in Economics.

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CFA Career Chats:  Juliana Wong, BA (Econ) CFA show art 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...

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More Episodes
In this session, Robin Koroluk and Jordan Wilson discuss the CFA designation and career paths.
 
While CFA does stand for โ€œChartered Financial Analystโ€, it can also easily mean โ€œCareers For Allโ€. CFAs come from all educational and technical backgrounds. CFAs are employed in all types of roles in all types of business sectors. There are enjoyable careers available for all backgrounds, interests, and personalities.
 
00:45 ๐‚๐…๐€: ๐‚๐ก๐š๐ซ๐ญ๐ž๐ซ๐ž๐ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐€๐ง๐š๐ฅ๐ฒ๐ฌ๐ญ
What is a โ€œFinancial Analystโ€?
Is it all about crunching numbers in a back room?
Or is there more to financial analysis than just numbers and calculations?
 
09:00 ๐‚๐…๐€: ๐Œ๐จ๐ซ๐ž ๐ญ๐ก๐š๐ง ๐ฃ๐ฎ๐ฌ๐ญ โ€œ๐…๐ข๐ง๐š๐ง๐œ๐ž ๐Œ๐š๐ฃ๐จ๐ซ๐ฌโ€
Do you need a finance major or even a business degree to have a successful career in finance?
If you have a non-finance education, is it possible to become a CFA and work in finance?
If you have another professional skill set, such as accounting or law, can a CFA add additional value?
 
12:00 ๐‚๐…๐€: ๐Œ๐จ๐ซ๐ž ๐ญ๐ก๐š๐ง ๐ฃ๐ฎ๐ฌ๐ญ โ€œ๐€๐ง๐š๐ฅ๐ฒ๐ญ๐ข๐œ๐š๐ฅ ๐๐ž๐ซ๐ฌ๐จ๐ง๐š๐ฅ๐ข๐ญ๐ข๐ž๐ฌโ€
Are all CFAS back-room introverts? Are there any finance roles for extroverts or those in-between?
Do you want a stable โ€œ9 to 5โ€ job or do you crave non-stop excitement with lots of job pressure?
Do you prefer consistent salary and compensation?
Or do you want to โ€œeat what you huntโ€?
 
As the title states, Chartered Financial Analyst, yes. But also โ€œCareers For Allโ€.