We invite you to listen to the interview where Fabian Ibarburu, CFA, President of CFA Society Uruguay, and Rafael Della Casa, member of the Society, speak with Nicolás Lussich and Miguel Nogueira on Informativo Carve about the role of the investment advisor and the importance of thoroughly understanding a client’s financial and personal situation.
During the conversation, they highlight key aspects such as income, expenses, debt, assets, risk tolerance, and the time horizon needed to achieve each individual’s financial goals.

This episode marks the beginning of a new series on Radio Carve 850 AM, where members of CFA Society Uruguay will share their expertise on investing, addressing topics relevant to the Uruguayan public.

Upcoming episodes will cover topics such as:

• What types of assets exist and which ones can you invest in? The importance of diversification.
• How can you invest? The role of stockbrokers, financial advisors, and AFAPs in Uruguay. Options for small investors.
• Warning signs to avoid financial scams.
• Responsible use of debt.
• Real estate investments, the favorite asset of Uruguayans.
• Biases and emotions in investing: how our experiences and emotions influence financial decisions.

We invite you to tune in on Wednesday, in the morning with Nicolás Lussich and Miguel Nogueira and in the afternoon with Juan Elhordoy, to keep learning about the world of finance and investing from a professional and accessible perspective.