Navigating the CFA Program and Financial Ethics

This chapter explores the mission of the CFA Institute and the demanding nature of the CFA program, focusing on its prestige in the investment industry. It discusses career pathways in finance, the rising importance of ethical standards, and the need for ongoing professional development. Additionally, the speakers introduce a new private wealth certificate aimed at enhancing skills for those transitioning to advisory roles, emphasizing collaboration with the CFP board to improve the financial advising profession.