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Should I Put Taking CFA® Level I in June On My Resumé? **Serious Topic**
Would you want to know from prospective hires that they plan on taking CFA® Level 1 in June? I don't want to be the incoming CFA® Level I candidate types on LinkedIn... I know it's a tough exam and passing it the first time around is a pretty big deal. That being said, should I put taking CFA®...
Should I continue pursuing the CFA® designation?
Hey all, I wanted to get your thoughts/feedback on studying for the CFA® . Previously, I've spent quite some time on the asset management and capital markets side where a CFA® mattered. I have studied the level 2, but I've yet to pass it. More recently, I'd made a lateral into commercial real...
Level III Candidate CFA®
Hi all, I was wondering what types of roles a level III candidate could be in good running for. I currently work at a bank in back office finance and would like to move into a corporate banking/debt capital markets type role.
Here's how they made it to front office up in Canada
Given the fact that I come from extreme non-target up in Canada I decided to start networking and getting to know the finance community proactively. I met plenty of people in all types of roles and industries imaginable. By using LinkedIn and personal conversations to find out more about their early...
CFA® for Structured Finance
Hi everyone, I recently decided to register for the CFA® Lev I exam. I am with a Big4 as auditor, but I might get a job in structured finance, which is a field I worked in the past. I decided to take the CFA® for my own benefit to enhance my financial culture and because one day I would like to be...
Job Dismissal With Non-Disclosure Agreement: Disclose Or Not Disclose To CFA® Institute?
Short version: should I disclose the circumstances of my dismissal from my last job in the professional conduct section of the exam application if I signed a non-disclosure/non-disparagement agreement with my previous employer when I left? I'm concerned that if I disclose to the CFA® institute,...
Previous job dismissal with NDA: disclose or not disclose to CFA institute?
Short version: should I disclose the circumstances of my dismissal from my last job in the professional conduct section of the exam application if I signed a non-disclosure/non-disparagement agreement with my previous employer when I left? I'm concerned that if I disclose to the CFAI, they will...
Moving from Private Wealth Management to Portfolio Management
Trying to move in portfolio management from private wealth management. How realistic is it and what work experience/qualifications are required to break in? About me, I'm a recent grad in a private wealth management rotational program at a major wirehouse; only 50 of us across the country. After a...
**** 2018 SCHWESER Notes Level 1 CFA® Books For Sale, Good for use for this Dec Exam - Minimal writing/highlights
2018 CFA® books Level 1 for sale. all 5 books and a print out mock exam. $200 cash, used, but very minimal writing and highlighting and in really good condition. im in downtown and can meet in nyc .
From Asset Management to Corporate Finance
My background: Had an undergrad from a good private school in Utah in Finance major, been working in multiple roles in a major investment bank ( some years in Operation and some in Investment Management). While in IM, I’m doing performance measurement and data management so technically a Middle...
CFA® Results for 2018 June
So... CFA® results are coming out tomorrow for lv 1 and 2. In hindsight, it might have been a bad idea to use my entire desk as an accountability measure. Everyone will know I"m a dumb ass that failed lv 2 if I fail. But seriously, good luck to anyone that is getting results tomorrow.
CFA Study Hours (that it took you to pass) in relation to alma mater, major, and GPA
Basically I'm studying for the CFA Level 1 right now and everyone puts up a number of hours that they took to study. However, everyone comes from different background and has a different IQ so it would be nice to see some numbers from people who include their alma mater (or general type/"quality" of...
Kaplan vs. Bloomberg Exam Prep for CFA®
anyone find one or the other better to use for CFA® prep? Taking december level 1 and not sure which one to go with. thanks.
I wrote the time on my ticket of CFA® Exam
Hey guys, I'm freaking out right now because I noted the time details of the afternoon exam on my CFA® admission ticket while a woman explains the exam details in upcoming hours. At the end of the day, she told me that that could be a problem for me, and I'm freaking out right now. Do you think...
Benefits of a CFA®? Debating taking the exams
In my first year out of school and currently working as a research analyst. looking to as i gain more experience, work as an analyst in a hedge/mutual fund. Debating going after the CFA® and was wondering if anyone had any feedback on how it may have impacted them following earning the charter?...
What graduate program can make you a better investor rather than a better candidate for a job in asset management?
I have been considering the debate between getting your CFA® , MBA , or both, and after much thought I am not sure either make you a better investor per se. Both can increase your knowledge set, and a MBA can help you switch careers seamlessly, but I am truly after becoming a better investor, and...
Investment Analyst at Insurance Firm to Fund Manager
Hi all, I secured a job after graduating and am currently working as an Investment Analyst at a large Insurance firm's investment management team on fixed income. I hope to eventually work at a large fund manager one day and move up the ranks. Quick questions: 1. Is working as an Investment Analyst...
Will CFA® Level 1 help me break into the analyst world
A little background I am currently graduating this spring(2018) with my Bachelors in Finance. I go to a private school in Rochester, it's obviously not a top tier school but does hold the AACSB accreditation for its business school. During my undergrad I played football for my school and doubled up...
Any Crazy CFA® Success Stories?
CFA® L1 this Saturday... I've taken the LSAT before, but building confidence for this beast is pretty damn hard even if you've majored in finance, accounting, or econ and put in 300 hours already. So, to help break up some study time, are there any great success/dumb luck stories from past...
Career Advice - Student
Hi everybody, So I've been a lurker on WSO for some time and you guys have helped a lot with understanding the route to a finance/capital markets career. I thought maybe this would be a good place to ask for advice in terms of the predicament I am in. So I have finished a diploma program in Business...
Will financial analysts ever go extinct?
Wondering what is WSO's take on the coming automation of financial analysis. Will markets ever get so efficient from the algos that CFA®'s and research associates won't be needed?
CFA L3 + BIG4 Corporate Finance Experience + LSE MSc Finance = UK Work Permit?
"Hi guys, I am planning to apply for MSc Finance at LSE for 2019/2020. I am wondering how high are my chances of getting a job at IB (preferably Equity Research) with Visa Sponsorship (I am a non-EU national) given that: 1. By 2019 I will hopefully pass all 3 Levels of CFA (I will sit L2 in June...
CFA® Level 2 candidate needing career advice
Currently working investor relations, wondering how does one get into investment banking from my position. This is my first post and I wish I did this sooner. 28 year old guy hungry. I plan on attending NYU for grad school after CFA® , does it matter if you do full time vs part time ? Thanks guy.
How to Pass the CFA® Exam
Hey all, I passed the CFA® exam on the first attempt and thought I'd share my methodology. Enjoy! #### The Time Commitment It’s generally recommended that you start five/six months studying before exam day. I recommend starting seven months before. This may seem excessive however, you want to...
[urgent] CFA® Level 2 Qualification
I don't have bachelor's degree before test date, since I graduate in August. Do CFA® institute really check qualification of each candidate? I asked my school whether it did it in the past, but they said not at all. Is there anyone who took CFA® level 2 without Bachelor's degree? I really need...
Hungover Enlightenment (My CFA® Origin Story)
Hey all, recently started a personal finance/investment blog and wanted to share my CFA® origin story. This is told from the perspective of 22-year-old me so some of the assumptions will be comical to the WSO crowd (my ship probably already sailed on making it to a BB in NYC before I even set foot...
What do I need to do? Overqualified, overeducated, with tons of Sales experience...No job.
Hello, I started 20 years ago in the retail brokerage space, went institutional asset management sales, for Fortune 50 (Think a large Rock) and Fortune 25 (rhymes with Pells Pargo). I completed my CIMA at Wharton, so it is not like I am intellectually challenged. I once applied for a position and...
CFA® June 2017 Results
Just got my results for Level 1 and I passed. 7/10 sections over 70%, none below 51%. I am so stoked right now despite it only being level 1, anyone else get results?
Career move for a combination of skills including: data analysis, finance, accounting and process improvement?
Background: 2nd year in big four assurance, has passed all level CPA and level 1 CFA® , has experience in valuation, financial reporting, financial analysis, data analysis, big data, process improvement. I am passionate about working with data, streamlining process, and consulting companies in...
Can a finance undergrad pass CFA® 1 while in school?
I'm a Junior/Senior undergrad at non-target and I'm hoping to take the CFA® level 1 this June (I haven't enrolled yet.) I've factored that I can dedicate around 300 hours to study. 150 hours over winter break ( 3 1/2 weeks x 40 hours per week + some weekend study) and then 1 week during spring...
Explaining CFA® on Resume (for keywords)
I'm applying for a job that lists some specific finance skills and knowledge in the job posting. It also prefers CFA® charterholders or candidates. I'm thinking of putting something like: Passed CFA® Level I Exam covers DCF , NPV, financial statement analysis, etc etc In order to have better...
CFA® Level 1- Bloomberg Test Prep
I'm trying to decide on a CFA® Level 1 test prep provider and was wondering if anyone has used Bloomberg?
CFA® Level 1 Differing Test Dates
How different are the CFA® level 1 tests by date? For example, will the DEC 2017 test be extremely different than the JUNE 2018 test? I'm just concerned that I won't pass the first time, so already preparing for a back up plan. If the tests aren't super different, would you suggest purchasing the...
Should I get a CPA?
I am currently working in the corporate finance division at a Big 4 and am deciding whether to commit to a CPA Background: Unsure exactly where to go in the future - definitely not in accounting. Some potential careers which interest me include IB , corporate development, private equity and...
CFA® level 1 Schweser Kaplan Coupons & Promo Codes 2017
Hello, Does anyone know how to get Kaplan Schweser CFA® level 1 Coupons/Promo codes for Essential Self Study Package ? Thanks for your help
Getting through L2 - CFA® Advice
For those of you who passed L1 of the CFA®- congratulations. Now that results have been out for a week, I thought I would share what worked for me in getting through L2. This is not meant to be a humble brag (I got that out of the way in the results forum), but rather just my two cents on getting...
Is it too late to start studying CFA®?
I plan on taking CFA® level 1 this year but started a new job and didn't get started as early as I'd like. At this point do you consider December to be reasonable or should I wait to sit for it in June?
Beginning the Job Search once again
Dear WSO , Last year I made a post about how I passed Level 1 of the CFA® . As the people who responded predicted, it didn't make a ground breaking difference. Often I would get deep into interview processes (3rd, 4th even 7th round interviews) with high profile firms, but I was never able to land...
CFA® level 1 best study material and tips
I am approching the CFA® level one exam and wondering about what is the best path to pass it. I really appricietate some insight about books, forum, tips and any usefull source to tackle the exam.
Breaking into IBD: do you think CFA® is useful?
Do you think is useful to break into investment banking division the CFA® ? Or maybe is better for AM / Trading? Thanks monkeys
Some LinkedIn Advice for you Monkeys:
Couldn't help but to think of WSO when I saw this. Also "CFA® (level 1 candidate). Make sure to do this kids, the monkeys on here especially seem to love it. Any of you know of any good finance meme pages?
Studying for the CFA® with a Neuroscience background...
Hey Monkeys, Background - I just wrapped up my 3rd year of Hon. Neuroscience at a non-target school in Canada. I got involved with finance through competitions (namely the TMX options trading comp). Since then, I've been studying finance textbooks, and have taught myself some basic modeling. Before...
Corporate Finance within Investment Management Firm - Move to Investing Side
I’ve been working at a wealth and investment management firm for two years on the corporate side of the business. We manage about $100 billion in assets, so it’s a decently sized firm. Before that, I worked in real estate finance for 3 years at a private real estate investing company. I...
(ANOTHER) CFA® Level 1 Freakout/All-Suggestions-Welcomed Thread
Backdrop: -Originally gave myself 7 months to study (came from Econ undergrad, so I figured I would need more time than most) -Department I work in is understaffed like you wouldn't believe, had to work crazy (80+) hours for the last 5 months, despite being in BO . -Barely had time to study at all,...
CFA® June 2016 Results
CFA® exam results came out this week. My heart was pounding just waiting for the results to come in. Good luck to everyone!
What should I learn next?
I have a good career in risk technology in NYC , and I like what I do. I have an MBA . I recently completed the CFA® program. Of course I want to advance my career and earn more and all that, but I like what I'm doing and I'm not looking to make a move. I don't anticipate ever making a big change...
My Guide to the CFA®
Hey Monkeys, with the new year fast approaching and many of you starting to prep for the June exams I thought now would be a good time to describe my study process, tips, advice, etc. for others to use. This will not be “step by step” instructions but rather what has worked for me. Please feel...
Should I quit my back office paid summer internship to study for the CFA®/GMAT/something else
I am a rising senior at at non-target majoring in STEM who has recently started a back office internship in a small Asset Management firm . When I was interviewing for the internship, I was led to believe that if I finished a set of back office work, I could do more "interesting" front office work ,...
CFA® or CAIA
So I've seen similar discussions started but responses have been diluted by a number of other certifications and degrees thrown into the mix. My current employer sponsors (Picks up the expenses) for the CFA® and CAIA . My role now is more heavily focused on performance analysis and asset...
CIPM vs CFA®
I have done my CFA® last June and thinking about whether to take the CIPM on top of it. Does anyone know how is CIPM materials like compared to CFA® in terms of difficulty and amount of quantity? Is CIPM worth taking ?
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