Daren E. Miller, CFA, selects Sagespring Associates’ Candidate Success Package©(CSP) as the coaching provider for the FTE candidate services effort launched in 2018. Miller launched the full candidate services efforts after 15 years working with candidates; he sees the exam prep process serving the important purpose of grooming investment workers into investment professionals. FTE’s candidate services have the goal of “know your candidates”, starting with the CSP assessment, and include exam prep and mocks, job prep and placement.
“Candidates are changing,” says Miller. “From the single purpose of prepping for a portfolio manager position, today’s candidates are entering a profession demanding varied skills and different personal characteristics.”
The Candidate Success Package© is designed to give candidates an advantage in their program prep and exam. Despite the high level work charter holders are destined for, standard prep methods where candidates sit in straight rows and receive the same instruction are based on the past where students prepared for work in the factory. The CSP© is a quantitative analysis of how each candidate studies best, combined with a review session with an experienced executive coach who is also a charter holder. Data allows us to analyze the unseen. Implementation of the resulting study plan increases retention and improves performance on exam day.
“We’re excited to be working with the innovative and integrative approach that FTE offers clients”, says Cynthia Harrington, CFA, Managing Director of Sagespring Associates. “I designed the CSP© exactly for the FTE approach and we’re happy to announce this partnership.”
The FTE offices are set up to help candidates implement their customized plans. The staff facilitates solutions for candidates who can’t study alone, or who want an accountability check-in, with different solutions for candidates who thrive on studying alone but need to implement stress reduction or organization strategies. Miller and his staff employ the “know your candidates” strategy to speed learning and fun.
About FTE: Financial Talent Exchange (FTE) helps finance and investment professionals worldwide in their quest to earn the prestigious CFA designation and find rewarding careers. FTE delivers high-quality exam prep, both in a traditional classroom setting and through online courses. FTE's roster of passionate instructors employ empathy, patience, and integrity, creating a trusting, nurturing, and safe learning environment across all candidate skill levels.
About Candidate Success Package©: Candidates want to pass the CFA© exams yet over half fail in their quest. Almost 200,000 people take precious time away from work, friends, family, and hobbies each year in the quest for the charter. The CSP© is designed by Sagespring Associates LLC with over a decade consulting and coaching with investment professionals and firms to improve the CFA candidate experience. Sagespring Associates LLC is a premiere behavioral consulting firm founded by 30-year industry veteran Cynthia Harrington, CFA.
Cynthia Harrington, CFA
Daren E. Miller, CFA