CFA UK Career development pathway The analysts blind spot tax student loans
Tuesday 10 November 2026 | 17:00 - 18:00 | Webinar
Please note: This session is provided for educational purposes only and does not constitute financial, investment, tax or legal advice. Any decisions regarding your personal finances should be made based on your own circumstances and, where appropriate, with the support of a qualified professional adviser.
Fleur Iannazzo, CFA charterholder, has spent more than 20 years advising on investment decisions across London, Hong Kong and Australia. Yet despite a successful finance career, she experienced first-hand how financial expertise doesn't always translate into confidence and clarity when managing your own money.
This session explores three personal finance decisions that many investment professionals face early in their careers: navigating UK personal taxation, deciding whether to overpay student debt, and building long-term personal wealth while spending your career managing investments for others.
Drawing on both professional expertise and personal experience, Fleur will examine the gap between knowing what to do and actually doing it. You'll leave with practical insights, greater confidence in your financial decision-making, and clear actions to help strengthen your own financial future.
Bring your questions for what promises to be an honest, practical and highly relatable discussion.
Who is this session aimed at:
This session is designed for early career and mid-level investment professionals who want to make smarter personal financial decisions and build long-term wealth alongside a demanding career in finance. It's ideal for those navigating key milestones such as student debt, tax planning and investing for their own future, while seeking to turn financial expertise into greater confidence with their own money.
Registration: 16:55 - 17:00
Programme: 17:00 - 18:00
Speaker:
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.
Other events in the pathway:
20 October 2026 - CFA UK career development pathway: Working across generations in financial services
29 October 2026 - CFA UK career development pathway: Communicating in English when it isn't your first language
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