Hey guys, quick question.. I am an undergraduate entering my senior year, and I plan on taking the CFA Exam I next June. What Series # should I be taking now if I want to be an analyst? I know I need the 86/87 so should I take the Series 7 and 66 now or is the Series 7 only required?
If anyone has anything they could add to my list that I might need as an analyst:
CFA I II III
Series 7, 86, 87
Thanks for the help!
-Guppy
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Do you have a sponsor for the exams, I'm pretty sure you can't just sit for any of the series exams without a sponsor from a financial services firm.
You need a sponsoring firm.
Series Exams: 7, 63, 86, 87
63 or 66. 66 is just a combination of 63 and 65. 65 is RIA license.
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