Learning plan cover

To deepen my financial knowledge (including CFA concepts), strengthen leadership and influence skills, and build consistent habits that support long-term career and personal growth.

LEARNING PLAN

To deepen my financial knowledge (including CFA concepts), strengthen leadership and influence skills, and build consistent habits that support long-term career and personal growth.

This learning plan bridges the gap between technical financial knowledge and the soft skills needed to excel in finance careers. It's designed for finance professionals seeking CFA certification, aspiring leaders who want to influence without authority, and individuals committed to building consistent habits for long-term success.

ByCommunity User
2 h 39 m
12 coursesUpdated 4 hours ago
The Intelligent Investor Rev Ed.The Four Pillars of InvestingCFA Level I: Conquering Finance's Mount Everest12 sources

How This Learning Plan Was Made

This plan was crafted by BeFreed’s proprietary AI to help you learn To deepen my financial knowledge (including CFA concepts), strengthen leadership and influence skills, and build consistent habits that support long-term career and personal growth. with ease. It is curated from in-depth research on the topic and structured around the most effective learning journeys proven by BeFreed users.

Each episode delivers bite-sized, high-impact lessons distilled from world-class sources — bestselling books, research papers, and expert insights. Together, they form a sophisticated yet accessible path to mastering To deepen my financial knowledge (including CFA concepts), strengthen leadership and influence skills, and build consistent habits that support long-term career and personal growth..

What You'll Learn

  • Master essential financial concepts and CFA principles for informed investing
  • Develop leadership skills that allow you to influence without formal authority
  • Build systems for consistent habit formation and sustainable growth
  • Apply integrated knowledge across finance, leadership, and habit-building
  • Create a personalized framework for long-term career advancement and personal success

Establish a solid foundation in financial knowledge and key CFA concepts through classic investment principles and modern financial thinking.

The Intelligent Investor Rev Ed. cover
The Intelligent Investor Rev Ed.

Benjamin Graham's classic investment strategy guide

9 m
The Four Pillars of Investing cover
The Four Pillars of Investing

Master investing through theory, history, psychology, and business insights. Build a winning portfolio with timeless principles.

7 m
podcast cover
The Elements of InvestingUnderstanding Wall StreetStock Investing For DummiesSystematic Trading
23 sources
CFA Level I: Conquering Finance's Mount Everest

Discover what makes the CFA exam so challenging with its 43% pass rate and how to beat the odds through strategic preparation across ten essential financial topic areas, from ethics to derivatives.

28 m

Develop powerful leadership skills and learn to influence others authentically, regardless of formal authority or position.

Developing the Leader Within You cover
Developing the Leader Within You

A transformative guide to cultivating leadership skills, influencing others, and unlocking your potential to lead in any situation.

9 m
Charismatic Leadership cover
Charismatic Leadership

Unlock your leadership potential by developing charisma and learning to inspire high performance in others through practical skills.

8 m
podcast cover
source 1source 2source 3source 4
6 sources
Loved, Respected, and Legendary: Executive Leadership Mastery

Transform from technically excellent to truly influential. Master the inner game of leadership, build championship teams, and develop the authentic executive presence that makes you both beloved and respected in your field.

31 m

Master the science of habit formation and develop systems for consistent personal and professional growth over time.

The Compound Effect cover
The Compound Effect

Transform your life with small, consistent changes.

8 m
Tiny Habits cover
Tiny Habits

Transform your life with simple, proven habits through positive emotions and small successes.

12 m
podcast cover
The Mindset Blueprint: How Elite Performers Engineer ExcellenceThe Identity-Goals Feedback Loop: Transforming Who You Are to Achieve MorePersonality Isn't PermanentStick with It
19 sources
Identity Before Achievement

Discover why traditional goal-setting fails and how focusing on who you need to become—rather than what you need to do—creates lasting change and sustainable habits.

20 m

Apply financial expertise, leadership influence, and consistent habits to achieve long-term career growth and personal success.

Poor Charlie's Almanack cover
Poor Charlie's Almanack

Wisdom on investing and life from Charlie Munger

8 m
FYI cover
FYI

Develop essential leadership competencies: the executive's trusted development roadmap.

9 m
podcast cover
source 1source 2source 3Building Influence and Power: A Guide for Emerging Leaders
6 sources
Mastering Power: Strategic Influence for Ethical Leaders

Discover how understanding power dynamics and strategic thinking can make you more effective and ethical in leadership. Learn practical influence tactics from top research and transform how you approach every professional interaction.

10 m

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