To thrive in the investment industry, one has to be both technically competent and trustworthy. Do you have what it takes to be an investment professional?
This Career Guide is designed to help you, as a young professional, identify the necessary building blocks for you to succeed in the investment profession. Education and a professional designation are vital. But as the CFA charterholders featured in this guide will tell you, learning continues throughout your career. Professionals such as doctors and lawyers never stop acquiring knowledge and skills throughout their careers so as to provide the best level of service to their patients and clients. As the global association of investment professionals, CFA Institute believes that investment professionals have a duty to do the same in order to meet the needs of society. We designed this guide to highlight skills that our charterholders deemed important to their success. The skills are represented by icons that are explained in the following pages. We also provide visual cues for you to follow each charterholder’s career path as they make major career moves. We hope that this guide will provide you with the essential tools you need to take your career to the next level and help us build a better investment profession.