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How to Structure a CFA Resume: The Priority Stack Layout for Finance Roles
You are competing against thousands of candidates who have the same technical knowledge, which means a cluttered or poorly prioritized layout is the fastest way to get your resume discarded. Most CFA candidates make the mistake of burying their hardest-earned achievements under a mountain of generic formatting. If a…
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The Professional Edge: What’s in Your Stack?
What resources have been absolute game-changers for your career recently? Drop your top picks below to help the community stay ahead of the curve. Whether it’s a high-impact certification, a workflow tool you swear by, or an article that changed how you work, share in the comments below!
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The Path to Tax Mastery: From Compliance to Strategy
Tax often gets a "desk-drone" reputation, but in the finance world, it is actually the ultimate power play. Every major corporate move—from a merger to global expansion—is dictated by tax implications. Whether you are starting out or looking to pivot into the high-stakes world of M&A, tax is a bedrock skill that makes you…
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The Relationship Between Financial Safety Nets and Saving Habits
A 2025 study published in the International Journal of Financial Studies identifies a critical link between informal safety nets, long-term goal setting, and consistent saving behavior. Core Definitions Financial Safety Net: The ability to access $3,000+ in emergency support from friends or relatives living outside the…
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How to Refresh Your Finance Resume After Time Away
Career breaks occur for many reasons: family care, health concerns, relocation, or professional burnout. The financial industry evolves rapidly, but your time away doesn't need to hold you back. With strategic planning and the right approach, you can create a finance resume that showcases your value despite employment…
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Risk Management and Due Diligence Processes for Advisors
Risk management and due diligence are essential tasks for an advisor for their clients over time. This should begin and continue with thoughtful conversations that uncover how a client may actually respond to volatility or loss. Advisors who take the time to explore these nuances are better equipped to recommend strategies…
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Women and Wealth: The $84 Trillion Great Wealth Transfer
Dr. Sara Stolberg Berkowicz shares insights on women and wealth. Over the coming decades, an unprecedented $84 trillion wealth transfer is expected. Because women statistically outlive men, widows will inherit much of this wealth first—creating both opportunity and responsibility. Women will increasingly guide family…
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👋 What is a Chartered Financial Analyst? Let’s explore together!
Let's chat about a truly prestigious designation in the finance world: the Chartered Financial Analyst (CFA). You might have seen these three letters after someone's name and wondered, "What exactly do they do, and why is it such a big deal?" So, What's a CFA All About? A CFA charterholder is a highly skilled and ethically…
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Poll: What's your biggest career development challenge right now?
As you are navigating the world of Finance careers, what is your biggest challenge right now? The Kaplan Community Team would love to know so we can help! Take our poll below.
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🎉 Welcome to your new Finance Career Community!🎉
The Kaplan Community Team is thrilled you are here in our Finance Career Community. Glad to see you exploring! Have questions after you see what’s new? Reply below and we will be happy to help. What happens here? Let’s take a look. This community will have resources including a knowledge base, career spotlights, and…
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Beat the Job Search Algorithm: Your Guide to ATS-Friendly Finance Resumes
In finance, your resume often has to pass a software screen before a human ever sees it. These systems, called Applicant Tracking Systems (ATS), screen out up to 75 percent of resumes before they reach a recruiter. And most of those rejections aren’t about experience; they happen because of formatting, section headers, or…