Chartered Financial Analyst
topic on 6 shows · 6 statements across 6 episodes · said 22 times in 14 episodes since 2017
Capital Allocators 12 
Innovators & Investors 4 
American Optimist 2 
the Startup Ideas Podcast 2 
BigDeal 1 
WTF is with Nikhil Kamath 1
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Capital Allocators 12Innovators & Investors 4the Startup Ideas Podcast 2American Optimist 2BigDeal 1WTF is with Nikhil Kamath 1
2026 8 mentions in 3 episodes 3 per episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode
2023 4 mentions in 3 episodes 1 per episode
2022 3 mentions in 1 episode
2021 2 mentions in 2 episodes 1 per episode
2018 1 mention in 1 episode
2017 2 mentions in 2 episodes 1 per episode
every mention on every show, scene by scene, with the transcript →
6 statements about Chartered Financial Analyst, every show
Laboy: Ana Marshall's top advice for new investors is getting a CFA
“Ana's advice was get your CFA. Anybody who knows Ana, 25 years later, that would still be her same advice to anybody starting today.”
Loeffler: Only CFA charterholder to ever serve in Congress
“That's why I was the only chartered financial analyst that's ever served in the U.S. Congress.”
Monk: Standard finance credentials fail to teach asset owner operations
“You can get a PhD in economics. You can get a CFA or a CAIA designation and not necessarily truly understand how sovereign funds operate, how pension funds operate.”
Seides: The CFA curriculum fails to teach essential CIO management tools
“The first section is called toolkit and it's five tools interviewing decision-making or two of the five, the other three are negotiations, leadership and management. These are all things that CIOs and investment professionals need to be effective in their jobs…”
Seides: Critical CIO disciplines like negotiation are omitted from CFA training
“These are the tools of really a five tool player, like CIOs of big pools of capital have to be able to do a little bit of everything. And these are fundamental disciplines that they're just not taught in the CFA. They're not taught in the investment business.”