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Chartered Financial Analyst

also referred to as: cfa

5 statements across 5 episodes · 1 bullish · 3 bearish · 4 people on the record · first statement Jul 30, 2018 by Charlie Ellis · said 12 times in 9 episodes since 2017 · across every show →

Mentions by year

brought up most by Ted Seides (3), Greg Dowling (3), Luis Laboy (2), Scott Malpass (1), Kip McDaniel (1), Jen Birmingham (1), Charlie Ellis (1)

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0122017201820192020202120222023202420252026episodes it came up in
001.51322017201820192020202120222023202420252026episodesmentions per episode
2026 2 mentions in 1 episode
2023 2 mentions in 2 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, scene by scene, with the transcript →

Everything said about Chartered Financial Analyst, oldest first

Jul 30, 2018
Assertion Partly supported
Ellis: 135,000 people have passed CFA exams with 250,000 in the queue
“135,000 people have passed the exams, and another 250,000 people in the queue.”
Charlie Ellis Jul 30, 2018 ▶ 20:28 Charley Ellis - Indexing and Its Alternatives (EP.62)
Mar 22, 2021 negative
Insight
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.”
Ted Seides Mar 22, 2021 ▶ 12:59 Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Allocators, EP.184)
Mar 25, 2021 negative
Assertion Not checkable as stated
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…”
Ted Seides Mar 25, 2021 ▶ 34:27 Ted with Jenny Heller – Compounding Knowledge and Relationships (Capital Allocators, EP.185)
May 1, 2023 negative
Insight
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.”
Ashby Monk May 1, 2023 ▶ 9:08 Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
Jul 20, 2026 positive
Opinion
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.”
Luis Laboy Jul 20, 2026 ▶ 15:46 Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
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