All Episodes

Displaying 1 - 15 of 15 in total

S2 Ep6: Mark Temnikov, CFA

Discover the fascinating journey of Mark Temnikov, CFA, who transitioned from an aspiring surgeon to a passionate finance professional, as he shares his experience wit...

S2 Ep5: Anil Ghelani, CFA

Anil Ghelani, CFA, head of passive investments and products at DSP Mutual Fund discusses his experience as a volunteer for the CFA Society India, where he has been inv...

S2 Ep4: Alexandra Smedoiu, CFA

Alexandra Smedoiu, CFA, partner at Deloitte and president of CFA Society Romania, speaks to Lauren McAdams about her experience earning the CFA® charter, the value of ...

S2 Ep3: Taneka Lawrence, CFA

As a senior relationship manager at Polen Capital Management, Taneka Lawrence, CFA, works with due diligence analysts in national accounts. Earning the CFA charter whi...

S2 Ep2: Malak Kraisha, CFA

Malak Kraisha, CFA, shares her experience of earning the CFA charter during the COVID-19 pandemic to become one of the youngest CFA charterholders in the Middle East, ...

S2 Ep1: Gene Gard, CFA

Hear how the CFA® Program helped Gene Gard, CFA, chief investment officer at Telarray, pivot from submarine tours in the US Navy to a career in finance, and how involv...

My CFA® Charter Story Season 2 Launching 01.25.23

Season @ launches Jan 25th, 2023. My CFA® Charter Story returns with double the hosts and two episode formats. Join returning host Sibil Patri, CFA, as she guides us t...

Ep 7 – Santiago Castillo Pino, CFA

A few broken bones on a fateful bike ride were not enough to break Santiago Castillo's spirit. Upon arriving to the United States as part of his semester abroad, Santi...

Ep 6 – Attila Köksal, CFA

Imagine preparing for one of the most notoriously difficult exams without any kind of support or mentorship. That's exactly what Attila Köksal was up against in his ho...

Ep 5 – Michael Hakerem, CFA

While some kids spent their summer days reading comic books or playing ball with friends, Michael Hakerem was reading about the S&P 500. To say finance was a hobby wou...

Ep 4 – Azra Mirza

Just a few years into her burgeoning finance career, Azra Mirza left it all behind to focus on raising a family. And while motherhood proved to be rewarding, Azra felt...

Ep 3 - Greg Campion, CFA

Thomas Edison once said, "many of life's failures are people who did not realize how close they were to success when they gave up." For Greg Campion, CFA, those weren'...

Ep 2 - Eric Sim, CFA

Slinging drinks in crowded night clubs. Serving up street food to hungry patrons 7 days a week. Vying for the opportunity to land a job catering to the demands of wear...

Ep 1 - Sibil Sebastian Patri, CFA

In our premier episode, Sibil Patri, CFA, shares how her strict upbringing and determination helped give her the confidence she needed to tackle the Level I CFA® exam....

My Charter Story from CFA Institute

This January CFA Institute will launch a new podcast, My Charter Story, in which CFA charterholders like you will share personal stories of what inspired and motivated...