Webinar Details
Date: 17-Sep-2025
Time: 4:00 pm
How Does CFA Help You Go from Learning to Leading?
About the Webinar
Join us on 17th September at 4:00 PM with Zeal Doshi, a financial planner, trainer and co-founder of Zenith Finserve, for a session on ‘How Does CFA Help You Go from Learning to Leading?’ This webinar will show how mastering CFA concepts helps you make better investment decisions, manage portfolios and interpret financial reports to drive real-world results.
You’ll also learn how ethics, risk management along with strategic planning strengthen your ability to lead, handle complex challenges and take on greater responsibilities. By the end, you’ll gain practical insights on applying your finance knowledge to grow confidently in your career.
Key Highlights:
- Learn how equity, fixed income and derivatives guide investment decisions
- Understand how portfolio management prepares you to lead funds
- Explore how ethics and standards build leadership credibility
- Discover how financial reporting supports strategic decisions
- See how risk management guides high-stakes leadership decisions
Save Your Spot!
Zeal Doshi
About Speaker
Zeal Doshi is a Financial Planner and Trainer with 5 years of experience in Personal Finance. A CFA Level 2 candidate and CFP, she has trained over 100 aspiring professionals at IMS Proschool. As Co-Founder of Zenith Finserve, Zeal helps clients with investment planning, taxation, risk management and goal-based financial planning. She is also a passionate public speaker and podcast host, simplifying finance for a wider audience.