Urmi Hossain, CFA, CAIA
Urmi Hossain, CFA, CAIA
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" I didnt study finance at all" - @CharleneCong
Today, I am very pleased to be joined by Charlene Cong.
Charlene Hui Cong, founder of FinFit, an Executive Board Member of the Swiss Capital Market Forum and an ex-JPMorgan professional.
She has been in the finance industry for the past 10 years. Starting my career as a finance journalist, she has explored the investment strategies of multi-millionaires, later moving to roles at J.P. Morgan and a Swiss wealthtech firm Avaloq.
She doesn't come from a finance background yet she has succeeded in all the levels of the CFA program and earned the Charter.
For more info:
🌐Website: www.finfitsolution.com
✉️Email: charlene@finfitsolution.com
💼Linkedin: www.linkedin.com/in/charlenecong/
🎥CZcams: www.youtube.com/@CharleneCong
Personal Website: www.charlenecong.com
To SUPPORT me, please make sure to LIKE & SUBSCRIBE
Blog: www.myways.ca/
Linkedin:ca.linkedin.com/in/urmi-hossain
Instagram: urmamio
My book: www.amazon.ca/Discovering-Your-Identity-Interracial-Struggle-ebook/dp/B0B75X14G7/ref=sr_1_1?keywords=urmi+hossain&qid=1658430869&sr=8-1
zhlédnutí: 20

Video

Public Speaking: "People fear People" | Interview with @coachsujathakumari
zhlédnutí 129Před 14 dny
In this video today, I am pleased to be joined by Sujatha, founder of Pro Speakers HUB. We have an opportunity to speak about the fear of public speaking, best speaking etiquette, how to heal from fear, and tips for succeeding stage fear. If you want to connect with Sujatha Instagram:public_speaking_tips CZcams:youtube.com/@coachsujathakumari?si=gIiZkGzSDT_qeh-j Linkedin:www.linkedin.com/in/suj...
Q&A Part 2 - Our experience with CAIA program|interview@marcoafonsocfa
zhlédnutí 26Před 28 dny
This is the second part of our discussion about our experience and opinions with the CAIA program. Learn all about our study approach, what we liked and disliked about the program, and tips for passing the exams. In the meantime if you want to connect with Marco. CZcams: www.youtube.com/@marcoafonsocfa Linkedin: www.linkedin.com/in/marco-afonso/ To SUPPORT me, please make sure to LIKE & SUBSCRI...
Our Opinions about the CAIA Program| Interview with @marcoafonsocfa
zhlédnutí 68Před měsícem
This is part 1 of our discussion about the CAIA program. In this first part of our conversation, Marco and I talk about exam preparation, curriculum content, and approved providers. Stay tuned for the second part. In the meantime if you want to connect with Marco. CZcams: www.youtube.com/@marcoafonsocfa Linkedin: www.linkedin.com/in/marco-afonso/ To SUPPORT me, please make sure to LIKE & SUBSCR...
Passing CFA level 3 exam in 2024 with 1 month left
zhlédnutí 330Před měsícem
Enjoy some tips and tricks to passing the CFA level 3 exam with 1 month left! Like and subscribe if you liked the video! Blog: www.myways.ca/ Linkedin:ca.linkedin.com/in/urmi-hossain Instagram: urmamio My book: www.amazon.ca/Discovering-Your-Identity-Interracial-Struggle-ebook/dp/B0B75X14G7/ref=sr_1_1?keywords=urmi hossain&qid=1658430869&sr=8-1
"In last 20-30 days, you should only use the CFA Institute Practice Materials" @tanishka3338
zhlédnutí 147Před 2 měsíci
In this video, Tanishka and I talk about her journey with the CFA program. Tanishiska is a CFA Level 3 candidate helping so many young professionals out there understand the turmoil going on in their minds and thus helping them through it. Tanishka is a full-time content creator who creates content that can help navigate early career problems and also specializes in sharing analyzed strategies ...
Do Financial Advisors need the CFA?| Interview with @DavideRavera
zhlédnutí 244Před 2 měsíci
In this video today, I am joined by Davide Ravera, a registered financial planner. In the video, Davide talks about his journey and experience with finance and the CFA program. Davide is an independent financial planner and a CFA charterholder. After pursuing university studies in Economics and Finance, he gained international experience with a Master's in Quantitative Finance and work experien...
What Feminine Leadership is really like| Interview with @TheFeminineLeadership
zhlédnutí 35Před 3 měsíci
In this video, I am joined by Lili Le, founder of The Feminine Leadership. During the interview, we speak about the meaning of feminine leadership, the future of leadership, mentorship, and emotional intelligence. Lili Le is a multifaceted professional and a vibrant force in the realm of leadership and empowerment. As a mom of three and a seasoned corporate leader in finance, Lili has honed her...
Effective Strategies for Improving English Communication Skills
zhlédnutí 83Před 3 měsíci
In this interview, I have the pleasure to be joined by Catherine Angus. Catherine Angus is an English language teacher based in Canada, who has a passion for listening and speaking and training other teachers to incorporate these skills into their lessons. Her bi-weekly podcast Hear You Go is aimed at intermediate students and their English language teachers. She graduated with a BA (Honours) i...
Traveling, living and teaching Italian in New Zealand| Interview with @italiantimezone
zhlédnutí 113Před 4 měsíci
In this video today, I have the pleasure of being joined by Giulia Borelli, an Italian language teacher who lives in New Zealand. In this video, Giulia tells us about: 1. Her experience living and working in New Zealand 2. Teaching Italian in New Zealand 3. Her travels around the Pacific Ocean 4. tips and strategies for learning a language and teaching it Giulia Borelli is an Italian teacher, p...
"The CFA Charter helps... but..."| Interview with Michelle Oel, CFA
zhlédnutí 97Před 4 měsíci
Today I have the pleasure of speaking with Michelle Oel, a risk management expert. In this video, we talk about: 1. The evolution of the CFA program and the exam structure 2. Work-life balance when you have a super demanding job 3. How the CFA designation can help your career 4. How to overcome failures if you fail any of the levels 5. Tips to succeed in the CFA program Michelle Oel, CFA, is a ...
CFA Study Guide| My Top 5 Tips For Passing the CFA Exams
zhlédnutí 118Před 5 měsíci
In this video today, I share my top 5 tips for passing the CFA exams. This is more of a general video that applies to all levels of exams. It is more of a guide towards the program and how to approach it. To SUPPORT me, please make sure to LIKE & SUBSCRIBE Blog: www.myways.ca/ Linkedin:ca.linkedin.com/in/urmi-hossain Instagram: urmamio My book: www.amazon.ca/Discovering-Your-Iden...
3 Tips to Deliver a GREAT SPEECH|Interview with @elitepublicspeaking8644
zhlédnutí 40Před 6 měsíci
In this video today, I am joined by Jovanni Bello, founder of Elite Public Speaking. During the interview, we have the opportunity to learn: 1. His journey with public speaking and how he got to give speeches from the age of 9 2. Tips to overcome the fear of public speaking 3. How to give impromptu speeches 4. Tips to deliver a great speech Jovanni Bello is a person who enjoys learning and grow...
"CFA level 3 was the most difficult exam" - Marco Afonso| Interview with @marcoafonsocfa
zhlédnutí 369Před 6 měsíci
Today, I have the pleasure to be joined by Marco Afonso, CFA We spoke about his experience with the CFA program, the challenges he faced, the tricks he used to succeed, and the level he found most difficult. Marco Afonso is a Driven Risk Manager/CFA charter holder/ESG Investing Certificate holder with 11 years of experience in risk management, including enterprise, financial, and operational ri...
Why I wanted to become a CFA Charterholder| 2024 Motivation
zhlédnutí 207Před 6 měsíci
In this video today, I am sharing my experience with the CFA program. - why I chose the CFA program - my main motivation behind it - study approach towards the exams This video is excellent for anyone who has the goal of starting with the CFA program in 2024 To SUPPORT me, please make sure to LIKE & SUBSCRIBE Blog: www.myways.ca/ Linkedin:ca.linkedin.com/in/urmi-hossain Instagram: instagram.com...
Goal Setting 2024| Interview with Kathrine Louis vom Bauer
zhlédnutí 58Před 7 měsíci
Goal Setting 2024| Interview with Kathrine Louis vom Bauer
Advanced Italian|Interview with@bestitalianclasses817
zhlédnutí 106Před 7 měsíci
Advanced Italian|Interview with@bestitalianclasses817
Bilingual Pursuit: Overcoming Hurdles in Learning Italian and French Together
zhlédnutí 67Před 8 měsíci
Bilingual Pursuit: Overcoming Hurdles in Learning Italian and French Together
Global Fluency: Learn Any Language, Anywhere| Interview with Diletta Gullotta from@languagenomad
zhlédnutí 156Před 8 měsíci
Global Fluency: Learn Any Language, Anywhere| Interview with Diletta Gullotta from@languagenomad
How to pass the CFA Level 1 exam with 2 months left| CFA Exams
zhlédnutí 1,4KPřed 9 měsíci
How to pass the CFA Level 1 exam with 2 months left| CFA Exams
Learning English Through Stories: A Journey to Fluent Communication| Interview with Fabio Cerpelloni
zhlédnutí 323Před 9 měsíci
Learning English Through Stories: A Journey to Fluent Communication| Interview with Fabio Cerpelloni
5 Approaches to HANDLING STRESS while Undertaking the CFA Exams 📚💪
zhlédnutí 131Před 10 měsíci
5 Approaches to HANDLING STRESS while Undertaking the CFA Exams 📚💪
Embarking on the Quebecois French Adventure | Interview with @Wandering French
zhlédnutí 444Před 10 měsíci
Embarking on the Quebecois French Adventure | Interview with @Wandering French
Studying for the CFA Exams - What Level Was MOST ENJOYABLE?
zhlédnutí 269Před 11 měsíci
Studying for the CFA Exams - What Level Was MOST ENJOYABLE?
Embracing Language Learning with Passion and Interest| Interview with @cassyparlefrancais
zhlédnutí 144Před 11 měsíci
Embracing Language Learning with Passion and Interest| Interview with @cassyparlefrancais
Investing in Yourself| How to Use Your Time for Growth| Interview with Kathrine Louis vom Bauer |
zhlédnutí 118Před rokem
Investing in Yourself| How to Use Your Time for Growth| Interview with Kathrine Louis vom Bauer |
6 Major Changes to the CFA Program | Interview with Chris Wiese, CFA
zhlédnutí 1,6KPřed rokem
6 Major Changes to the CFA Program | Interview with Chris Wiese, CFA
5 helpful tips to successfully PASS the CFA Level 3 exam
zhlédnutí 8KPřed rokem
5 helpful tips to successfully PASS the CFA Level 3 exam
French Fluency In 6 Months: How To Speak Like A Native
zhlédnutí 842Před rokem
French Fluency In 6 Months: How To Speak Like A Native
Learn all about the CFA exams, CFA Program and Career in finance with Silvia Manent📚🎙👭
zhlédnutí 319Před rokem
Learn all about the CFA exams, CFA Program and Career in finance with Silvia Manent📚🎙👭

Komentáře

  • @Chotasuperman
    @Chotasuperman Před 27 dny

    1 thing I want to add is for commerce graduates in india CFA seems tough bcoz they haven't seen the rigour of other exams like IIT JEE...for engineering graduates after going through IIT ,CFA exams are piece of cake .....there is NO CHALLENGE for IIT grads... Telling this from my experience

  • @marcoafonsocfa
    @marcoafonsocfa Před 28 dny

    It was an absolute pleasure to be invited for such a pleasant interaction. Congratulations for all your success!

  • @andrewsinfotainment2063

    Ma'am I am your big fan from Pakistan

  • @edwinanderson8628
    @edwinanderson8628 Před měsícem

    Congratulations! I do have a question for you. Are you already employed in the financial services industry? How has your job prospects changed since progressing through the CFA program and acquiring your CFA Charter? I have just passed my CFA Level 2 exam and will take CFA Level 3 next August 2025. I am preparing right now because everyone has said that this is the toughest? Do you agree?

    • @urmihossain
      @urmihossain Před 10 dny

      I think Level 2 is the hardest. Level 3 is hard as well but you need to learn the strategies to pass the exam. In terms of the market and jobs, definitely having the charter opens the door to a lot of opportunities.

  • @edwinanderson8628
    @edwinanderson8628 Před měsícem

    Thank you Urmi for creating quality content. I really liked your "5 tips to passing the CFA Level 3 exam". Congratulations! I do have a question. What part of the exam was most difficult for you?

    • @urmihossain
      @urmihossain Před 10 dny

      answering the essay questions. You have to follow the command words when you answer the essay portion by making sure you respect the time allocated to each question.

  • @kossiafannou9948
    @kossiafannou9948 Před měsícem

    THANK YOU

  • @pascaltran668
    @pascaltran668 Před měsícem

    When you talk about the practice problems on the CFA institute's website, do you mean the question bank?

    • @urmihossain
      @urmihossain Před 10 dny

      yes, it is whatever you see on the website when you log in. Typically you have around 1000 questions.

    • @pascaltran668
      @pascaltran668 Před 9 dny

      @@urmihossain Perfect, thank you so much for the information!

  • @andrewsinfotainment2063
    @andrewsinfotainment2063 Před měsícem

    Hi ma'am I am your big fan from Pakistan. Ma'am I am CFA level I student. Ma'am I really want your email address. I want to know more about CAIA

  • @marcoafonsocfa
    @marcoafonsocfa Před měsícem

    It was an absolute pleasure to take part in this discussion. Looking forward to provide further insights to your followers!

    • @urmihossain
      @urmihossain Před měsícem

      Thank you for being a guest of mine :)

  • @pascaltran668
    @pascaltran668 Před měsícem

    Thanks a lot for the tips! Did you mean the mock exams from Kaplan Schweser? Not sure if I understood this correctly. Best regards

    • @urmihossain
      @urmihossain Před měsícem

      Yes, the mock exams from Kaplan from level 2, at least from when I took them, were pretty good. I do suggest doing mocks from diverse sources.

    • @pascaltran668
      @pascaltran668 Před měsícem

      @@urmihossain ok thanks a lot for the clarification. I took the CFA Level I exam in May this year and Kaplan was an outstanding resource. So it's great to hear that for Level II it could be helpful as well.

  • @sihadkhan9024
    @sihadkhan9024 Před měsícem

    Are you a Bangladeshi?

  • @mapasdoacaso
    @mapasdoacaso Před měsícem

    Congratulations for your dialogue in French Language, thanks from Brazil!

  • @s.m.hassan3887
    @s.m.hassan3887 Před měsícem

    urmi nice to see you again, pls tell how many mocks should i do for L3, from pakistan

  • @marcoafonsocfa
    @marcoafonsocfa Před měsícem

    Priceless tips! Well done!

  • @Gireesh11
    @Gireesh11 Před 2 měsíci

    Hi, I'm a non finance background student and i want to pursue CFA. Could please suggest any crash courses to build strong fundamentals before preparing for CFA level 1 exam. Thankyou.

  • @DavideRavera
    @DavideRavera Před 2 měsíci

    Hi Urmi, it has been a pleasure! Thanks for hosting me 🤗

  • @fahmi9376
    @fahmi9376 Před 2 měsíci

    So insightful! Thank you both!

  • @shirleyoxby9527
    @shirleyoxby9527 Před 3 měsíci

    thanks for a great interview. It was nice to hear the importance of understanding....and then speaking. I feel so impatient with myself in the speaking dept. when actually I have reached so many milestones in 'the language' journey

  • @marcoafonsocfa
    @marcoafonsocfa Před 3 měsíci

    Super interesting interaction. Congratulations to both!

  • @miriamspandereta
    @miriamspandereta Před 3 měsíci

    Thank you Helene for your videos on Quebecois French!

  • @marcoafonsocfa
    @marcoafonsocfa Před 3 měsíci

    Very interesting interview! Congratulations to both!

  • @mariangeladipierro6483
    @mariangeladipierro6483 Před 3 měsíci

    Pleasant conversation with interesting tips, thank you!!

  • @Viratpandey441
    @Viratpandey441 Před 4 měsíci

    Very useful ❤

  • @ranganathahp9186
    @ranganathahp9186 Před 4 měsíci

    Hi, which material did u read? Can u able to share...

  • @marcoafonsocfa
    @marcoafonsocfa Před 4 měsíci

    Great interview. My experience tells me that many candidates expect that once they get the Charter you'll be showered with job offers to become a top dog in finance. I must confess that I had similar aspirations myself early on. But I also found out as the program becomes more popular, employers will place a lesser premium on a candidate with such credentials. Hopefully anyone considering taking on the program will be aware of this before committing to such a uncompromising undertaking. Keep up the good work.

  • @Viratpandey441
    @Viratpandey441 Před 4 měsíci

    Very important information video.... 👌

  • @bordua98
    @bordua98 Před 4 měsíci

    very interesting talk, thanks for the content :)

  • @taufiquemir6517
    @taufiquemir6517 Před 5 měsíci

    ❤❤❤ from Bangladesh

  • @laerciosilva8398
    @laerciosilva8398 Před 5 měsíci

    Ciao, Urmi, non parlo niente in inglese però un pò di italiano. Ho conosciuto la tua persona per il canale di Irene. Io sono brasiliano.

  • @user-rn1pw9vm8j
    @user-rn1pw9vm8j Před 5 měsíci

    Thank you Urmi. U r very motivational and inspirational to me

  • @sharminnaharshosi
    @sharminnaharshosi Před 5 měsíci

    Great Content ❤your CZcams channel and your video-making is very good. Your content ideas are very good. But Your Channel video views are very low. Video SEO are Not Professionally . you are not promoting the video. You should solve the problems marked red in the picture below. . Then you will get good results. The channel will grow day by day. Thank you

  • @marcoafonsocfa
    @marcoafonsocfa Před 5 měsíci

    Top top tips here. 10/10.

  • @nugget895
    @nugget895 Před 5 měsíci

    great video!!

  • @nugget895
    @nugget895 Před 5 měsíci

    During the weekdays when you did the readings, do you recommend taking notes? (I am worried it will slow me down and I only have 2 months)

    • @urmihossain
      @urmihossain Před 5 měsíci

      I always took notes, highlighted, and practiced. That's how I remember things

  • @TarsemSwing200
    @TarsemSwing200 Před 6 měsíci

    mam i am a engineer from NIT jalandhar and want to build carrier around stock market, equity research, portfolio management etc sir could you guide me how can make this thing possible

    • @marcoafonsocfa
      @marcoafonsocfa Před 6 měsíci

      Before you do anything, it is important to ask yourself the reasons why are you not enjoying your current career choice and why you're leaning towards a career in the investment industry. Once you have a clear sense of those reasons, you need to take stock of your daily life and decide on the compromises (in terms of social & family events and other stuff) that you are willing to make in order to fulfil your ambition. Half-hearted intentions and efforts are a recipe for failure. Such a career change requires full commitment without the assurance that it will work out. I have a video in my channel that focus precisely on this topic. Feel free to have a look. And wish you the best of luck.

  • @parthkashyap1001
    @parthkashyap1001 Před 6 měsíci

    Nice Conversation 👌

  • @marcoafonsocfa
    @marcoafonsocfa Před 6 měsíci

    Thank you Urmi for having me on your channel. I had a blast recording this interview and wish the best of luck to all your followers who signed up for the CFA Program.

    • @urmihossain
      @urmihossain Před 6 měsíci

      I want to thank you instead for sharing all those information and tips :)

  • @ahsanchowdhury2193
    @ahsanchowdhury2193 Před 6 měsíci

    Which books should we study?

  • @rohanjain9858
    @rohanjain9858 Před 6 měsíci

    Hi Urmi.Can you suggest any good Cfa Level 3 prep providers?

    • @urmihossain
      @urmihossain Před 6 měsíci

      There isn't one that is best. You have to find the right one for you. I like IFT and Fintree. Mark Meldrum is good but his mocks are really tough. I didn't like Kaplan for Level 3. Hope this helps.

    • @rohanjain9858
      @rohanjain9858 Před 6 měsíci

      @@urmihossain hi Urmi thanks for the insights.What opinion do you have for AnalystPrep?

  • @deepxlamba
    @deepxlamba Před 7 měsíci

    Inspiring @urmihossain

  • @sajidali-bn4xf
    @sajidali-bn4xf Před 7 měsíci

    Thank you for your wonderful insight can you write name of that channel

  • @MM-qp9ro
    @MM-qp9ro Před 7 měsíci

    How many months did you study for l2?

    • @urmihossain
      @urmihossain Před 6 měsíci

      my exam got postponed twice because of the pandemic so I studied for a long time

  • @ChristineV5
    @ChristineV5 Před 7 měsíci

    Great interview. Fabien's approach of teaching is very creative & different. I find his CZcams videos, Podcasts & VIP Club content very interesting, diverse, comprehensible & enjoyable. I have learned so much & appreciate his work. Merci Fabien

  • @cheshta9
    @cheshta9 Před 7 měsíci

    Which prep provider do you recommend for L2?

  • @MayankGupta-kt6rk
    @MayankGupta-kt6rk Před 7 měsíci

    Hii,Can u make a video on how to apply for training after clearing cfa level 1?

  • @sibusisomazibuko3305
    @sibusisomazibuko3305 Před 9 měsíci

    Which 3rd party provider did you use?

    • @urmihossain
      @urmihossain Před 9 měsíci

      IFT for videos and curriculum and schweizer for problems

  • @adityabhadauria4892
    @adityabhadauria4892 Před 10 měsíci

    Have you cleared all the levels?

    • @tucker8071
      @tucker8071 Před 9 měsíci

      Yes she is a CFA and *almost* a spokesman for CFAI

  • @adityabhadauria4892
    @adityabhadauria4892 Před 10 měsíci

    Appreciated

  • @sanketsawant7475
    @sanketsawant7475 Před 10 měsíci

    Solving lot of questions is good but knowing stuffs from syllabus is equally imp. Doing questions only will not show improvement in scores over the period. Its my experience

  • @Jesuisoumoncoeurhabite
    @Jesuisoumoncoeurhabite Před 10 měsíci

    thank you very much for your sharing , it is very helpful, however, i am sorry, i did not get the professor's name who you mentioned in the video that you took some videos, could you share it with me please, very appreciate