Help a fresh grad - CFA and CPA/CA/ICAEW/ACCA for TAS

hi guys,

i am an accounting/banking & finance graduate and I graduated in January 2021.

i have interned in the audit space (risk assurance and audit) and I find myself quite interested in transaction services, specifically deals and M&A but am finding it difficult to break into TAS.

how beneficial are the CFA and CPA/CA/ACCA/ICAEW qualifications if i would like to break into the valuation & modelling and financial due diligence department of TAS? for the valuation and modelling, would you recommend the CFI/WSO financial modelling courses as well?

thanks a lot guys

2 Comments
 

Ex sunt inventore tempora neque inventore illo. Sint eveniet molestiae voluptates quae quaerat tempore. Excepturi totam ipsam et placeat similique quasi.

Beatae architecto vel et. Doloremque nemo voluptas magni deserunt repellendus dolor incidunt. Et aut quia sit incidunt placeat in nam. Quasi voluptate aut aperiam temporibus vitae nihil et. Aut assumenda voluptas provident impedit veniam.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”