The expansion of the eligibility policy will provide students with the opportunity to use Level I of the CFA Program as a clear signal to employers that they are serious about a career in the investment profession. Many of the skills of portfolio management and financial planning, which are core competencies of the CFA Program, are transferrable to the wealth management industry, and will therefore help address industry demand for well-trained, ethical professionals.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,
August 29, 2026