As Benjamin Graham, one of the investing world’s original greats, said, “The essence of investment management is the management of risks, not the management of returns.” Regrettably, too many investors worry about the risks when it’s too late.

The new 2025 CFA curriculum has been released for all three levels.  This article will summarize all of the important changes to the curriculum and how it affects your preparation.

From humble origins in the early 1970s, index investing has become the 800-pound gorilla of investments. First derided, then accepted as a technique, these days, money moves out of active equity management and into passive vehicles every day.

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.