CFA UK

"Renewing isn't a question of if - it's about getting the most out of your membership."   That's how CFA UK member Andrii Bezpiatov CFA PhD feels after more than two years of building valuable connections, discovering new ideas and keeping pace with industry developments through the CFA UK community.   From networking with professionals across different backgrounds to learning about emerging trends like AI, membership continues to deliver value.   Don't miss out. Renew your membership by 31 July.   Renew today👉 https://lnkd.in/ejDtdmMs   #CFAUK #RenewToday #WeGrowTalent

For millions of people across the UK, investing is not an abstract concept distant from everyday life; it's directly related to their pensions, future security, and the world they will retire into. In this expert interview, Catherine Howarth OBE, Chief Executive of ShareAction, explores how responsible investment, stewardship, and public accountability are becoming increasingly important in building long-term trust in the investment industry. The conversation examines how issues, including health, technology, climate change, and energy transition, are influencing both investment portfolios and the wider economy, and why investors have a growing responsibility to listen to the voices and priorities of the people whose savings they manage. This film is part of The Confidence Dividend, a digital series produced by CFA UK in partnership with Content With Purpose. Explore more of the series here: https://lnkd.in/eRxCEtyr 🎥: Content With Purpose #TheConfidenceDividend #FutureOfInvestment #FinanceLeadership #InvestmentProfession #Fintech #ArtificialIntelligence #DigitalTransformation #RiskAndResilience #SustainableFinance #ProfessionalStandards

Move beyond traditional defence investment 📡 🔗 https://lnkd.in/enx7ity9 Join Hector McNeil, Co-Founder and Co-CEO, HANetf, Joakim Agerback, Head of Portfolio Management, Finserve and Saïma Hussain, CFA, Sell-Side Equity Research Analyst, AlphaValue to learn ↩️ 🔺 How defence spending has evolved as a structural, multi-decade trend 🔺 The difference between active and passive defence investment strategies 🔺 How to capitalise on Europe’s growing need for independence and resilience Get your introduction to the new world of European defence – out now on our Professional Learning platform 🎬 #cfauk #defenceinvestment #wegrowtalent

Our world is changing – can finance keep up? ⌛ 🔗 https://lnkd.in/euCCPP2V Dive deeper into the thinking behind ‘The Confidence Dividend’, a new collaboration between CFA UK and Content With Purpose exploring how the investment industry is responding to rapid technological change 🤖 Hear what Bracken Hollings, Head of Content and Storytelling, Content With Purpose by watching the series now 🗞️ #cfauk #theconfidencedividend #wegrowtalent

“Every investment decision is also a social and environmental decision.” In this film from the Impact Investing Institute, Sarah Teacher explores how investors are increasingly recognising the connection between long-term financial resilience and the wider impact capital allocation can have on society, communities, and the environment. Featuring a "Zero Bills" affordable housing development supported through impact investment strategies, the film explores how organisations including Octopus Capital are using investment capital to help address challenges such as energy volatility, housing affordability, and long-term sustainability while continuing to deliver resilient returns. As investors navigate demographic change, energy transition, and technological disruption, the conversation highlights why impact and financial performance are becoming increasingly interconnected. This film is part of The Confidence Dividend, a digital series produced by CFA UK in partnership with Content With Purpose. Explore their series documentary here: https://lnkd.in/eEyj_XD6 🎥: Content With Purpose Featuring: Sarah Teacher | Georgia Kirby-Watt #TheConfidenceDividend #FutureOfInvestment #FinanceLeadership #InvestmentProfession #Fintech #ArtificialIntelligence #DigitalTransformation #RiskAndResilience #SustainableFinance #ProfessionalStandards

Celebrating the next generation of CFA Charterholders!   Following our Charterholder Ceremony on 30 June, we're delighted to share some highlights from a memorable evening at Merchant Taylors' Hall.   We celebrated 126 members as they marked this significant milestone in their professional journey.   It was wonderful to be joined by family, friends and colleagues as we came together to celebrate their achievement and welcome them to the CFA UK community.    Join us in congratulating the Summer 2026 cohort.    🎓 Meet some our new Charterholders: https://lnkd.in/eztbaMZi  📸 Browse photos from the evening: https://lnkd.in/ezHat-Jb   Thank you to everyone who joined us and helped make the evening so special!   #CFAUK #CharterholderCeremony #CFACharterholder

What does CFA UK membership mean to our members? For Miren-Edurne, F., it's a place to learn, connect and be part of a community you can always return to. "Having a professional home like CFA UK is very important. It's always the community that you can come back to." In a fast-changing industry, Miren-Edurne values being part of a community where she can continue learning, build meaningful connections and feel a sense of belonging. Through CFA UK, she's found a network of peers from diverse backgrounds, as well as a professional home she can always return to. For many members, CFA UK is more than a membership body - it's a community that supports them throughout their careers. 👉 https://lnkd.in/eD2vgpq8 #CFAUK #RenewToday #WeGrowTalent

What makes a good research analyst a great one? 🏆 🔗 https://lnkd.in/erk99tb8 James Valentine, CFA is here to show you how you can elevate your stock-picking skills and generate unique insights that set you apart from the rest ↩️ ✔️ Identifying market gaps to generate alpha ✔️ Focusing only on the most critical factors ✔️ Using AI, expert networks and more to gain an edge Become truly great at equity research – watch James’s talk on our Professional Learning platform now 🎬 #cfauk #research #equity #ai #wegrowtalent

In today’s investment landscape, operational risk is no longer a back-office issue; it’s central to how firms respond to volatility, manage liquidity, and make decisions with confidence. This short documentary from Clearwater Analytics explores why real-time investment data, connected systems, and operational resilience are becoming increasingly important as firms navigate fragmented markets, alternative assets, and growing regulatory complexity. As global markets move faster and portfolios become more complex, timely visibility across risk and exposure can make the difference between reacting late and acting decisively. This documentary is part of The Confidence Dividend, a digital series produced by CFA UK in partnership with Content With Purpose. Watch the full video and explore the series here: https://lnkd.in/etdFHhuz 🎥: Content With Purpose Featuring: Sandeep Sahai #TheConfidenceDividend #FutureOfInvestment #FinanceLeadership #InvestmentProfession #Fintech #ArtificialIntelligence #DigitalTransformation #RiskAndResilience #SustainableFinance #ProfessionalStandards

It’s time to step up 🪜   🔗 https://lnkd.in/eF6a_xbW   Part 4 of the CFA UK Careers Pathway is here – hear Martyn Barmby, Managing Director, MSB Executive display how to build the skills you need to transition into leadership roles within financial services ↩️   ⭐ The three key shifts for successful leadership ⭐ How to build credibility with senior management ⭐ How to go from technical skills to leadership qualities   Watch the next instalment of the CFA UK Careers Pathway anytime on our Professional Learning platform 🎬   #cfauk #careers #softskills #wegrowtalent