The finance industry is undergoing a significant transformation driven by technological advancements, evolving regulations, and changing market dynamics. This has led to a growing demand for CFA charterholders in investment management and various fields such as Alternative Investment Funds, Equity, and more.
CFA Institute and Jagran Josh recently organised a webinar titled "The Role of CFA Charterholders in Shaping the Future of Finance." The webinar featured expert opinions and insights on the responsibilities of CFA Charterholders. The CFA program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. It embeds ethics deeply into its curriculum, ensuring that CFA charterholders always prioritise ethical conduct in their professional actions.
Expert Insights
The webinar panel included distinguished industry experts. Mr. Biharilal Deora, CFA, CIPM, Director at Abakkus Asset Manager LLP, shared insights about investment management and risk mitigation from his 15 years of experience working with national and global clients. He emphasised the importance of the CFA designation in gaining global recognition and trust, which opens up numerous opportunities in diverse financial markets. His personal anecdotes illustrated how the CFA charter has helped him secure key roles and navigate complex business environments with confidence.
Mr. Rajendra Kalur, CFA, Chairperson of CFA Society India, explained the increasing demand for CFA charterholders in sectors like wealth management and investment banking. He highlighted that they are not only sought after in traditional investment roles but also in consulting, equity research, and relationship management. Rajendra underscored the versatility of the CFACharter, noting its value in global capability centers that service clients across the financial services field.
Ms. Rajni Dhameja, CFA, Zonal Head at ICICI Bank Ltd, highlighted the benefits of the CFA Program content, particularly in the ever-evolving financial services industry. She shared her experience of how it equipped her with a robust framework to understand various asset classes and financial instruments, enabling her to excel in diverse roles within the finance sector. Rajni also noted the importance of continuous learning and the resources provided by the CFA Institute to stay updated with the latest industry trends.
Role of CFA Charterholders in the coming decade
Today’s CFA charterholders are well-positioned to influence the future of finance, shaping business practices and individual work ethics. As ESG (Environmental, Social, and Governance) factors continue to gain importance, charterholders will play a key role in managing complex deals amidst increasing cross-border business transactions.
Biharilal Deora pointed out that CFA charterholders bring a deep understanding of global best practices and ethical standards, which are crucial in areas like ESG investing and fintech innovations. He emphasized the role of CFA charterholders in adopting and integrating these practices into mainstream finance to drive sustainable growth.
As the financial landscape evolves, CFA Institute remains pivotal in promoting ethical and sustainable practices through the CFA Program. To learn more about the role of CFA Charterholders in this changing financial landscape, you can watch our insightful webinar here.
Note: The article is written by the Brand Desk.