Kaplan Professional Blog

I failed the CFA® exam – now what?

Every year, thousands of candidates sit the CFA® exam. The CFA charter is widely considered to be the ‘gold standard’ in the investment community, so it’s no surprise the intense difficulty of the exams can often lead to several candidates failing at least once. We understand how frustrating this can be for candidates who spend months preparing for the exams. However, it’s not all bad news. At least you’ve gained experience and understand the process if you do have to re-sit. This alone can support you and increase your confidence throughout your preparation.
If you need to re-sit the CFA exam, here’s what to keep in mind.

May 2021 CFA exam pass rates: what it means for you
May 2021 […read more]

Categories : Professional Development, CFA Exam

The rapidly changing financial advice world – an educator’s perspective

Kaplan Professional CEO Brian Knight shares six themes that are shaping the rapidly changing financial advice world from the perspective of the industry’s leading education provider.

The next six months
The most pressing issue facing the industry in the immediate future is the looming deadline of FASEA’s Financial Adviser Examination. The Federal Government recently announced they would grant an extension until September 2022 for advisers who had failed the FASEA exam twice.
Kaplan Professional welcomes any initiative that will provide assistance and support to advisers, especially those who genuinely wish to stay in the industry, and we remain committed to supporting all advisers to pass the FASEA exam.
FASEA has recently announced advisers will have the option to sit in November 2021 irrespective of the timing of their last sitting, so advisers will have two opportunities to sit […read more]

Categories : Professional Development

Financial Advisers and meeting FASEA’s education standard – debunking the myths

As the industry’s largest and leading education provider, Kaplan Professional hears a diverse range of thoughts and theories about education. Often some of this commentary is simply incorrect and requires clarification. I wanted to use this opportunity to debunk some of these myths.

These answers are based on our experience of supporting our corporate clients and thousands of financial advisers around the country with the FASEA education requirements. This has helped Kaplan Professional to develop a thorough understanding of what it takes to help advisers manage and succeed with their studies. I hope this can provide advisers who are apprehensive or anxious with the confidence they need to make the decisions right for them.
Myth one: I haven’t started studying because the extensions mean I have plenty of time.
What must be remembered is many advisers […read more]

Categories : Professional Development

10 ways to improve your job search

This blog post has been updated and was originally authored by Metis Career Adviser Ashley Purdy.
Searching for a job has challenges and frustrations at the best of times. Take the global pandemic for example, which has undoubtedly an added an additional layer of challenges. Here are 10 actions you can take to get an ‘edge’ during your job search.

Create Google alerts
One easy and proactive step is to create Google alerts for companies you’re interested in working for. When setting up an alert, use Boolean strings to help you target a company or a specific skill. Examples might look like this: jobs (‘Company 1 OR Company 2’). You can also incorporate keywords, such as ‘data’, ‘Python’, or ‘SQL’. This ensures you’re able to quickly apply for jobs aligning with your interests. Being one of the […read more]

Categories : Professional Development, Data Science

Tips for maintaining a positive attitude during your job hunt

This blog post has been updated and was originally authored by Ashley Purdy, Metis Career Advisor in Chicago. 
Ashley has five years’ experience as an employment professional. She started her career as a technical recruiter and most recently worked at DeVry University as a Career Adviser, supporting the technical programs. Working in both a recruiting and advising capacity, Ashley has a strong understanding of the recruitment process and what employers seek in a quality candidate, especially in the technical industry. Ashley’s excited to be a founding member of the Chicago Metis team and enjoys helping students find their dream job in data science. 

Finding a job can be hard work, especially when you’re transitioning into a new field. If you do your research before jumping into a big task such as a career transition, you’ve […read more]

Categories : Professional Development, Data Science

Q&A with Beginner Python & Math for Data Science instructor, Gordon Dri

This blog post has been updated and was originally authored by Jerod Rubalcava, Metis.
Gordon Dri’s a Data Scientist at Oracle and the co-designer/co-instructor of the Metis live online Beginner Python & Math for Data Science. In this blog post, Gordon is interviewed by Jerod Rubalcava, Executive Director of Professional Development at Metis.

When I created the concept for the live online Beginner Python & Math for Data Science short course, I wanted the focus to be on true beginners. Data science is intimidating, and it can be hard to know where to begin your journey, so that’s exactly why this course was built.
Over the last few years, ‘data scientist’ has been recognised as one of the best and most popular jobs in the market. However, the gap from beginner to professional is large. We need to focus on […read more]

Categories : Professional Development, Data Science

Learning data science quickly and effectively

This blog post has been updated and was originally authored by Metis.
There’s no shortage of debate in the data science community about where to best learn data science. However, there’s little discussion of a topic arguably more important – how to learn data science.
Taking the right approach to learning matters. For all the differences between programs and platforms, the reality is you get out of any educational experience what you put into it. Approaching your data science learning journey with the right mindset and game plan can help you get the most out of your studies, ultimately making you a more effective data scientist in the long run.

So, how should you learn data science? Here are three crucial actions you need to take, no matter what platform, bootcamp, university or educational program you’re learning from.

Three keys for learning […read more]

Categories : Professional Development, Data Science

Three ways to improve your data science communication skills

This blog post has been updated and was originally authored by Lara Kattan, Metis Sr. Data Scientist.

Data scientists are often described as hybrids; part statistician, part computer scientist, part analyst, part strategist. While we focus on the myriad technical skills a data scientist should possess, we often overlook one of the foundational skills (without which the whole structure falls apart) – communication. Being able to build models is all well and good, but if you can’t succinctly express the assumptions, takeaways, and next steps to the rest of the company, then your model isn’t worth the bits it’s made up of.
A talented data scientist working in isolation doesn’t help anyone. Communication’s what turns potential insights into actions that benefit the business. This is why it’s essential for those in technical roles to develop their […read more]

Categories : Professional Development, Data Science

Seven keys to success in your data science job

This blog post has been updated and was originally authored by Metis Sr. Data Scientist Jonathan Balaban.
Over the past decade, I’ve helped more than 100 students, colleagues and friends start new careers and find fulfilling jobs. Seeing alignment in my friends’ professional lives is one of my favourite things. During this timeframe, I started several new roles myself in diverse cities and corporate cultures. I wish I knew these seven insights when starting my career. While not comprehensive, these are simple, yet powerful, ways that can help you make a great first impression and accelerate your professional development.


1.  Get noticed
While I don’t advise ‘coming into your new job like a wrecking ball’, you don’t want to slide in silently either. Remember, you’re not a spy infiltrating a foreign corporation. Your new firm’s investing […read more]

Categories : Professional Development, Data Science

How to prepare an effective CFA® study plan

This blog post has been updated and was originally authored by Kaplan Schweser.
The CFA® exam encompasses three separate exams that each cover a lot of material. To be successful, it’s highly recommended you have an effective plan of action to master the concepts and be as ready as possible for exam day. These tips can help you prepare your own study plan.

Start early and be consistent
The CFA Institute recommends 300 hours of study, which is usually the minimum requirement most people need to be successful. In order to dedicate that many hours over six to nine months, you’ll need to put in the time and effort every week. It’s important not to cram everything into the last […read more]

Categories : CFA Exam