The CFA UK adapt and advance career pathway is a targeted series supporting investment professionals as they navigate change and prepare for senior roles. Bringing together industry leaders and expert practitioners, the pathway focuses on building the skills that matter most—clear thinking in an AI‑driven world, career agility, personal influence and leadership readiness. Across five events, participants gain practical tools, fresh perspectives and valuable peer connections to help them stay relevant, credible and confident in a fast‑evolving profession.
Pathway kick off: Market trends and coaching to power your career
Stay ahead in a changing market. Join CFA UK’s careers networking event to hear from Pete Healey, CEO of eFinancialCareers, who will present exclusive data and market trends shaping the financial and investment sectors. Following Pete’s session, engage in an interactive panel featuring Martyn Barmby of MSB Executive, who specialises in business communication through a blend of theatre and corporate coaching, and Dawn Sanders, Director and Coach at WinWell, who brings elite performance strategies from her experience with Team GB to help professionals thrive under pressure. Gain practical tools to build resilience, adapt to change, and position yourself strategically—plus, connect with peers and industry experts to grow your network. Reserve your place now and invest in your professional future with confidence.
Power your career
CFA UK careers pathway: Critical thinking in the age of AI
Stay sharp in an AI‑driven world. Join the CFA UK Careers Pathway webinar "Critical thinking in the age of AI" with Andrea Lechler, Philosopher at the University of Oxford. She’ll guide you through robust reasoning frameworks—deductive, inductive, and practical—that underpin agile, credible decision‑making in finance. In an age of generative AI, social media noise and rising disinformation, the ability to evaluate complex investment opportunities, assess risks, and make well‑founded recommendations has never been more essential. This session is designed for mid‑ to senior‑level investment professionals preparing for leadership: build clarity of thought, boost your credibility and accelerate your career. Reserve your place today and strengthen your strategic edge.
Stay sharpCFA UK careers pathway: Career agility: How to stay relevant and resilient
Future-proof your career in finance. Join CFA UK’s Careers Pathway webinar “Career agility: How to stay relevant and resilient” with seasoned career strategist Julie McCann, Managing Director at Masters in Minds. Julie will guide you through essential strategies for thriving amid rapid industry shifts—whether tackling new technologies, changing client demands, or regulatory updates. Learn how to navigate career transitions with clarity, embrace lifelong learning, and position your strengths for emerging roles. Designed for mid-career professionals aiming for leadership, this session offers actionable insights to build a mindset that anticipates change and helps you stay ahead. Reserve your spot now to gain the tools and confidence needed to adapt and excel in tomorrow’s financial landscape.
Stay relevant and resilient
CFA UK careers pathway: Building influence before you have authority
Influence matters long before your job title changes. Join CFA UK’s Careers Pathway webinar “Building Influence Before You Have Authority” to learn how to make an impact, earn trust, and lead effectively—without formal power. In this practical session, Martyn Barmby, Director at MSB Executive, will share proven strategies to help you communicate with clarity, understand what motivates others, and build credibility that accelerates your career progression. Designed for investment professionals ready to step into management, this webinar will equip you with the communication and leadership presence needed to be heard, respected, and influential from day one.
Build influenceCFA UK careers pathway: Stepping up: strategic career tools for emerging leader
Step confidently into leadership. Transitioning from individual contributor to team leader is one of the most challenging - and pivotal - moves in an investment career. Join CFA UK’s Careers Pathway webinar “Stepping Up: strategic career tools for emerging leaders” to gain practical, real‑world strategies for succeeding in your first leadership role. Led by Martyn Barmby, Director at MSB Executive, this interactive session will explore how to build authority, delegate with confidence, and manage relationships effectively as expectations shift. Designed for newly promoted professionals or those preparing to step into management, you’ll leave with actionable tools to build trust, lead with impact, and accelerate your path to long‑term leadership success. Secure your place and take the next step in your leadership journey.
Step up
CFA UK careers pathway: Unlocking AI for everyday efficiency - practical tips to work smarter with AI
Turn AI into a practical productivity advantage, with our webinar "Unlocking AI for everyday efficiency - practical tips to work smarter with AI". Join Tab Betts, Director of IT (AI and Product Innovation) at CFA Institute, for an interactive, hands‑on webinar that cuts through the hype and shows you how to use AI tools more effectively in your everyday work. Through live demonstrations, real‑world case studies, and scenarios shaped by delegate input, you’ll learn how to prompt with confidence, automate repetitive tasks, build simple AI tools, and refine outputs for accuracy and reliability. Designed for early to intermediate AI users, this session will equip you with immediately actionable techniques to work smarter, make better decisions, and reclaim time for higher‑value thinking.
Unlock AIAdvance your career with the CFA Institute Job Board
Gain direct access to global career opportunities designed specifically for investment professionals. The CFA Institute Job Board connects you to roles shared by employers who actively seek charterholders, candidates, and certified learners across 160+ markets. With verified credentials, exclusive member‑driven listings, and high engagement from a worldwide community of finance professionals, you’ll stay visible to organisations that value ethics, expertise, and excellence. Supported by monthly Job Flash emails and a network of 158 CFA societies, the platform helps you explore new markets, elevate your profile, and take the next step toward meaningful, long‑term career growth.
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