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On the September episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Yanrong Chen, PhD,  Business Analyst at EasyAUM. Yanrong is a current Level III candidate in the CFA Program. 

Prior to moving into finance, Yanrong was a history lecturer at KU Leuven in Belgium and was a post-doc researcher at the University of San Francisco. Her research was on communication between Europe and East Asia during early modern globalization. Already a published author and translator in her academic field, Yanrong took a career shift by self-studying finance and software engineering. In addition to pursuing the CFA designation, she is acquiring technical skills in data analysis, quants, and product management. She believes in perpetual learning. That commitment is driving her new career to take off in the industry. 

Listen to the full interview, where Yanrong discusses mid-career industry changes, her experience taking the CFA exam, and how the CFA Program helped her transition into the finance industry. 

This episode discusses career transitions and the CFA Program exam.

If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email [email protected].


This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.

The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.