Tag Archives: Chartered Financial Analyst

Kate Schapiro Interview on CNBC

I met my friend, Kate Schapiro, five years ago when I joined the Annual Conference Committee of the CFA Institute. Kate now chairs the committee. She was interviewed by Joe Kernen on CNBC’s Squawk Box last week. I could not … Continue reading

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Don’t be Snookered by Investment Credential Alphabet Soup

Please do not fall for the kind of manipulation examined in the attached Wall Street Journal article. There are only a handful of investment credentials that add value and even fewer that relate directly to the knowledge and experience required in … Continue reading

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