What kind of investment professional am I?

Now that you are progressing through the CFA Program, it’s time to focus on the career path that best fits your goals.

Choosing a Level III Specialized Pathway helps you:

Discover roles that match your interests and strengths
Understand what the day-to-day in each role looks like
Gain confidence to start or continue your CFA Program journey
Choose a Level III pathway that will add most value to you and your clients

Not sure which pathway suits you best?

Take the quiz to find the one that aligns with your personal interests, lifestyle goals and aspirations.

Start the quiz

Question 1 of 10

I consider myself:

An introvert

An extrovert

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Question 2 of 10

I feel most comfortable:

An introvert

Speaking in public

An extrovert

Reading/researching

Writing research reports

Question 3 of 10

I feel most motivated in a:

An introvert

Tight deadline environment

An extrovert

More flexible work environment

Question 4 of 10

I like the idea of working with:

An introvert

Bankers

An extrovert

Brokers

Various advisers, inc. lawyers

Question 5 of 10

I am most curious about:

An introvert

Companies

An extrovert

Markets

People

Question 6 of 10

I would like a career that allows me to:

An introvert

Build investment portfolios

An extrovert

Choose model portfolios to meet clients’ needs

Question 7 of 10

I would like to spend most of my time working:

An introvert

By myself

An extrovert

As a team

Question 8 of 10

My priority is to get the:

An introvert

Highest pay and demanding career

An extrovert

A balance between pay and demand

Question 9 of 10

I want to spend most of my time:

An introvert

Travelling and meeting clients

An extrovert

Locally, with some external meetings

Question 10 of 10

I enjoy and want to:

An introvert

Build financial models

An extrovert

Do only some financial modeling

Ready to receive your results?