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Zach's avatar

Hi Todd, thank you for the post! Can you share a bit about how earning your CFA allowed you to teach college level finance? Was this at a University? As a current level II candidate this is an exciting prospect as I have always wanted to teach a college course part time at some point.

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Todd Wenning's avatar

Hi Zach, It depends on the institution and the accreditation requirements, but generally speaking, if you have a CFA, you can be an undergraduate/graduate adjunct and/or a full-time undergraduate lecturer (lecturer is a different track than academic). Having the CFA plus industry experience helps in all regards. I would encourage you to explore teaching, as I've found it invaluable.

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Lincoln Minor's avatar

Thanks for the bonus eighth tip!

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Dean's avatar

Hitting 40 was such a weird age for me. I was young enough to remember my blissful ignorance of youth and a time before my body started to require more dedicated effort to stay fit. Yet I had some battle skars and real life experience by 40. At times I felt so much more mature than just 10-15 years prior. Although 20-25 year old me thought I would be so much smarter by age 40. lol.

Great post.

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Todd Wenning's avatar

Agreed! I don't think my 20 year old self would have expected to have the life experiences that I had the subsequent 20 years. Some good, some bad. I'm probably short of the knowledge I expected to have by now, but further along in wisdom. Hopefully!

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Gunnar Peterson's avatar

Great piece Todd, like you say 40s is a fraught time. For a lot of people it is likely the first time they are accumulating some real assets, and at the same time accumulating more dependencies and responsibilities. Feels like what Jay Powell said, navigating by the stars under cloudy skies.

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The Silent Treasury's avatar

Hello there,

Huge Respect for your work!

New here. No readers Yet.

But the work has waited long to be spoken.

Its truths have roots older than this platform.

My Sub-stack Purpose

To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.

A refreshing poetic take on our business world and capitalism.

A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.

Built to Be Left.

A quiet anatomy of extraction, abandonment, and the collapse of stewardship.

"Principal-Agent Risk is not a flaw in the system.

It is the system’s operating principle”

Experience first. Return if it speaks to you.

- The Silent Treasury

https://tinyurl.com/48m97w5e

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