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Insights & industry

Short, specific writing on the CFA, FRM, CAIA, CFP and ESG programs — exam strategy, curriculum shifts and what the charter actually signals. Written for candidates who are sitting, not browsing.

Earlier from the desk

Page 7 of 7

A stack of blank white index cards with a navy tab sits beside a pencil and closed notebook on a dark desk.

A CFA® practice error log that shapes your weekly revision

Study Systems

Record why each practice answer went wrong, then review patterns weekly. A concise log turns repeated slips into a focused revision plan without hoarding questions.

· 3 min

An unlabelled blue convex curve on white paper beside a dark calculator and pencil on a navy desk.

Bond convexity and return on FRM® Part II: the extra term

Concept

Convexity corrects the straight-line duration estimate when yields move. See the price effect, how it enters bond return, and the common sign and unit traps.

· 3 min

A blank sheet sits inside an open navy document folder on a white desk, beside a blue fountain pen and a paper clip.

CFA® Program status on a CV: wording CFA Institute permits

Careers

Your CV can state current CFA Program candidacy or a level you have passed, but must not imply a partial charter. Match the wording to your registration status.

· 2 min

Blank papers, a navy folder, a blue pen and two separated groups of plain silver discs on a white desk.

FRM® expected loss: calculate it from PD, LGD and EAD

Concept

Expected loss combines default probability, loss severity and exposure into a currency amount. See a worked example and learn why recovery is not the same as loss.

· 2 min

Two stacks of blank paper flank a dark calculator on a navy desk, with a pencil resting on another blank sheet.

FRM® repricing gaps: how a rate rise changes bank income

Concept

A positive repricing gap can lift a bank’s net interest income when rates rise. Work through the calculation, assumptions and the sign error to avoid on the exam.

· 2 min

A metal machine component rests between two blank accounting sheets and a blue pencil on a navy desk.

CFA® deferred tax: when a liability, not an asset?

Concept

A deferred tax liability arises when a temporary difference means more tax later; an asset points to a future deduction. Use the tax base to tell which one applies.

· 2 min

Three stacks of blank transaction slips sit beside an envelope, a metal gear and a closed navy folder on a desk.

CFA® cash flows: operating, investing or financing?

Concept

Classify cash receipts and payments by the activity that caused them, then reconcile the totals to the change in cash. A simple ledger shows the exam method.

· 2 min

Two unlabelled yield curve sketches and a pencil lie on a navy desk in natural light.

CFA® key rate duration: pricing a yield curve twist

Concept

Key rate duration locates exposure along the yield curve. Work through an illustrative curve twist and see why total duration alone gives the wrong price estimate.

· 2 min

A gold-nibbed fountain pen resting on a printed Standards of Professional Conduct page beside a navy notebook.

The ethics adjustment, decoded

Exam Strategy

CFA Institute weights Ethics for candidates near the passing line. Here is what that means for how you spend the final month.

· 7 min

An analyst typing on a laptop showing a code editor under warm desk-lamp light.

Practical Skills Modules are no longer optional

Industry

Plan the PSM alongside exam preparation: candidates must complete one module at each level to receive their exam result. Check the module options for your level.

· 5 min

Two professionals in navy suits shaking hands across an interview table with a CV between them.

What recruiters read on a half-finished charter

Careers

A “Level II candidate” line says more than most candidates think — and not always what they intend.

· 6 min

A risk analyst at a dark trading desk at dusk, monitors showing navy and amber risk dashboards.

The Part I → Part II gap nobody warns you about

FRM

Part I rewards the toolkit. Part II asks whether you can apply it to a desk’s worth of ambiguity.

· 4 min