What kind of investment professional am I?

The CFA Program sets you up for success in a variety of finance career paths. But which role is the right fit for you? Take the quiz to find the pathway that aligns with your personal interests, lifestyle goals and aspirations.

Exploring investments career paths helps you:

  • Discover roles that match your interests and strengths

  • Build fluency in industry language

  • Stand out in interviews with deeper expertise

  • Understand how your work fits into the bigger picture

  • Earn a credential that adds value to your career and clients

The CFA Program career paths quiz is a free tool created by CFA Institute to help you gain insight into your career options.

Responses are strictly confidential.

Question 1 of 10

I feel most comfortable:

An introvert

Speaking in public

Speaking in public

An extrovert

Reading / researching 

Reading / researching 

Writing research reports

Writing research reports

Question 2 of 10

I consider myself:

An extrovert

An introvert

An introvert

An introvert

An extrovert

An extrovert

Question 3 of 10

I feel most motivated in a:

An introvert

Tight deadline environment

Tight deadline environment

An extrovert

More flexible work environment

More flexible work environment

Question 4 of 10

I like the idea of working with:

An introvert

Bankers

Bankers

An extrovert

Brokers

Brokers

Various advisers, inc. lawyers

Various advisers, inc. lawyers

Question 5 of 10

I am most curious about:

An introvert

Companies

Companies

An extrovert

Markets

Markets

People

People

Question 6 of 10

I would like a career that allows me to:

An introvert

Build investment portfolios

Build investment portfolios

An extrovert

Choose model portfolios to meet clients’ needs

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

By myself

An extrovert

As a team

As a team

Question 8 of 10

My priority is to get the:

An introvert

Highest pay and demanding career 

Highest pay and demanding career 

An extrovert

A balance between pay and demand

A balance between pay and demand

Question 9 of 10

I want to spend most of my time:

An introvert

Travelling and meeting clients

Travelling and meeting clients

An extrovert

Locally, with some external meetings

Locally, with some external meetings

Question 10 of 10

I enjoy and want to:

An introvert

Build financial models

Build financial models

An extrovert

Do only some financial modeling

Do only some financial modeling

Ready to receive your results?