Certifications?

I am a first year analyst at a boutique in nyc. We work exclusively in M&A with small companies. 50-150mm deals. My question is, why don’t I need to take any sort of certification exams? I always here about the series 63, 79 ect… I haven’t heard anything about these at my current firm. Would this be an issue when I try to lateral down the road? And do BB m&a groups take certification exams?

5,965 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '25 Nov 2026 Cohort

5.00/5

Investment Banking Career Roadmap (optional)

“Parsita was extremely helpful with providing me a detailed breakdown on the different areas of an investment bank, from which I was able to gain a greater understanding into which areas I would like to focus on. She also was able to provide me a breakdown of the areas within sales and traading. Overall the meeting was extremely helpful and insightful, I would definitely reccomend her to anyone else who would like to gain a up to date, in industry, understanding of areas within IB. In particular which areas are growing more than others.”

Haagse Hogeschool

Class of '28 Nov 2026 Cohort

4.70/5

Investment Banking Career Roadmap (optional)

“I recently had my first roadmap meeting with a mentor from WSO Academy, and it was truly a pleasure. We had such an open, genuine, and insightful conversation. What I appreciated most was how closely his background, career path, and long-term vision aligned with my own ambitions. It was almost as if we shared the same goals and outlook on the future, which made the conversation even more valuable. We discussed a wide range of topics, including starting my career in an analyst role in the APAC region, potential pathways into private equity, and how to eventually transition into the U.S. market. We also talked about opportunities in the Middle East and Europe, the importance of building and maintaining a strong professional network, and even the possibility of starting my own company in the long term. He shared valuable advice on the next steps I should take and how to approach my career strategically. What made the meeting particularly special was how approachable, supportive, and genuinely interested he was in my ambitions. Since I’m currently completing my internship in Singapore and he will also be visiting Singapore soon, we’re planning to meet for a coffee chat, which I’m really looking forward to. Overall, I’m extremely grateful for this experience. It was a genuinely inspiring, helpful, and insightful conversation that made me even more confident about my decision to join WSO Academy. I feel fortunate to have connected with a mentor whose experience and vision align so closely with the career path I hope to pursue.”

See All 11,102 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

4y

Numquam exercitationem architecto nulla suscipit. Et veniam doloremque qui cum quod illum molestiae. Accusantium ipsam fugiat aut est vitae.

+136	UBS Catastrophic Q1-Q3 26, M&A -17%, Outside Top 10 in Americas, EMEA & APAC	37	18h
+57	PWP acquisition by Piper cancelled	17	11h
+36	New analyst: how are you thinking about learning to model when AI is getting this good?	6	6d
+29	Evercore poaches Baird DC Defense Team	17	26m
+25	Houston banking Gods ?	16	1d
+22	Best Houston Banks for Culture in 2026	13	25m
+18	Normal for lateral process to go +2 months?	4	18h
+17	Internal lateral from coverage to M&A (focused on coverage)	3	1h
+17	Juniors getting incompetent due to AI	4	57m
+16	35 yo MBA?	6	4d

1	redever	99.2
2	BankonBanking	99.0
3	kanon	99.0
4	Secyh62	99.0
5	Betsy Massar	98.9
6	CompBanker	98.9
7	GameTheory	98.9
8	dosk17	98.9
9	DrApeman	98.9
10	Mimbs	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Certifications?

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Certifications?

See All Comments - 100% Free

Trending Content - Investment Banking Forum