CFA UK Career development pathway: Career conversations: Lessons, insights and next steps
Thursday 19 November 2026 | 18:00 - 20:30 | Evening Event
Join us for the final event in the CFA UK Career Development Pathway, where speakers from across the programme come together for an interactive panel discussion and audience Q&A.
Throughout the pathway, we have explored some of the key challenges and opportunities facing early-career professionals in financial services, from working effectively across generations and communicating with confidence, to developing the practical life and financial skills that support long-term career success. This concluding session brings these themes together, offering attendees the opportunity to hear different perspectives, ask questions, and reflect on the skills needed to build a successful and sustainable career in the industry.
The discussion will be followed by networking drinks, providing an opportunity to continue the conversation and connect with fellow members and industry professionals.
Why attend?
• Gain practical insights from speakers across the career development pathway.
• Explore the professional and personal skills that contribute to long-term success in financial services.
• Ask your questions directly to our panel.
• Reflect on key lessons from the series and how to apply them in your own career.
• Expand your professional network through post-event networking.
Who should attend?
Professionals seeking practical career insights, meaningful discussion and the opportunity to connect with peers in an informal setting.
Speakers:
Fleur Iannazzo,CFA
Fleur Iannazzo is a specialist in money, culture and behavioural change. A career in banking left her wondering why even the most financially literate people struggled with making good money decisions. She decided to combine her decades of rowing coaching with her financial skills to become a money coach. Her mission is to demystify finance and make having money conversations easier ‒ for everyone.
David Manuel, CFA
David is a Founder and Chief Investment Officer, Beagle Partners llp. He is a CFA UK mentor, volunteer and Sustainability Community Champion. David is a also a wealth of knowledge. He has 30+ years of a career in professional investment management and strategy.
Kota Tamura
Kota Tamura is a communication coach with a background in teaching, coaching, and Chief of Staff roles at fast-growing startups. He holds an MSc in Coaching and Behavioural Change from Henley Business School, and has spent years working closely alongside founders and CEOs.
A native English speaker who also grew up bilingual in Japanese, with fluent Spanish, Kota brings personal experience of learning languages together with professional experience of working in complex, international environments.
He helps non-native English-speaking professionals communicate with greater clarity and confidence in meetings, presentations, interviews and other moments where communicating effectively matters, without changing who they are or how they think.
Other events in the pathway:
20 October: CFA UK career development pathway: Working across generations in financial services
29 October: CFA UK Career development pathway Communicating in English when it isn't your first language
10 November: CFA UK Career development pathway: The analyst's blind spot: tax, student loans, and why the charter doesn't fix your own finances
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