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Switching from equities to cash

How does your portfolio look? My current split is: 80% equities, 20% cash. Thinking of moving towards: 70% equities, 30% cash. I am not convinced that forward corporate earnings will support valuations in the coming months

Tax Efficient Investment Accounts

Does anyone have a method for the most tax efficient way to invest in global assets (individual equities, funds, etfs etc)? I am based in South Africa, but want to maybe look at switching to open a trading account or even a platform where I can invest in the most tax efficient manner.


Scholarship results


Has anyone received his/her result for scholarship? It seems results should’ve been up by 12/1/2019, but I haven’t received anything. Logged in my CFA account and the website said my application was still under review.

Vancouver CFA Level 2 Study Group

Hey everyone, let’s form a study group in Vancouver, BC so we can help each other on this journey. To answer each others questions, get clarification on topics we don’t quite understand, and to support and motivate each other during those months of studying.

Join and let’s start studying together! 

Moving from Credit Analyst to Fixed Income Analyst??

Hi, I have a career question that I hope some people here can help me with. I am a CFA Charterholder, and like most people, I would prefer to work in the buy-side in the future.

I have received a job offer for a fixed income analyst role, which focuses on investment grade issuers at an international bank within their Treasury department (investing in bonds that meet HQLA requirement). My background has always been corporate credit analyst (but more toward corporate banking)

Qualified work experience related to CFA charterholder requirement

Hi guys, 

one of the requirement is to: 

“Complete work experience requirements before, during, or after participation in CFA Program. Your experience must be directly involved with the investment decision-making process or producing a work product that informs or adds value to that process.”

so may i know what are the related career that i can pursue if I were to look for a job now? 

Thank you. 

Job Opportunities for CFA that have some freedom?

I was just wondering if any CFAs out there were able to find a job that offers some sort of freedom such as being able to choose your own hours or being able to work from home a couple of days a week, instead of being forced to go to work and punch in/out at a specific time.

Im not talking about starting your own business but an actual job/career that is typical for CFAs and allows more freedom.