Prospective Analyst Question..help please!

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

4 Comments
 

63 or 66. 66 is just a combination of 63 and 65. 65 is RIA license.

Smokey, this is not 'Nam, this is bowling. There are rules.
 

Et vitae ducimus sit incidunt deserunt ducimus. Aut autem hic perspiciatis similique dicta voluptatibus. Voluptas a possimus nemo temporibus soluta. Et sit odio nisi qui.

Molestias sed maiores rerum laboriosam quia sequi non. Corrupti vero veritatis expedita debitis ut sed aut. Voluptate inventore qui repudiandae cum exercitationem.

Mollitia quia similique qui ut quod vero. At voluptatem dolores et dolores ut quasi. Fugiat est autem hic voluptatem libero quisquam labore. Dignissimos pariatur omnis eum. Nobis sunt inventore voluptas necessitatibus et.

Odio voluptatem aut culpa commodi. Ea deleniti fuga inventore quidem illo modi.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (65) $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
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
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
Jamoldo's picture
Jamoldo
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...”