Investment Professional of the Future

Investment Professional of the Future


The Way Forward


The investment professional of the future will need to take a more proactive approach to career management as the pace of change accelerates. The roadmap for career success is not a simple one; a mix of skills must be pursued, and there is increased demand for combinations of skills, including the ability to work across disciplines.


What has not changed, however, is that curiosity is the fuel of learning and that the investment profession attracts those with a passion for knowledge. This contributes to a dynamic work environment and better outcomes for clients. Learning is a source of motivation and the responsibility of professionals, and it must be nurtured, especially in times of change. It is the desire for knowledge, skills, and new abilities that will propel the career flywheel forward for the successful investment professional.

Meanwhile, there is an important role for leaders of investment firms to play. Employers committed to training and professionalism will have an edge as firm culture becomes a differentiator to attract top talent. Leaders will need to guide their firms through substantial changes in how work gets done, and in particular, they will need to communicate how technology will change their business and impact individual roles—both disrupting and enhancing career paths.

Lastly, professional bodies like CFA Institute have a responsibility to provide resources and guidance for lifelong learning. This is an expectation of both our members and the firms that employ them and will help them better serve their clients and communities. Simply put: Developing the investment professionals of the future is central to our mission to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.