Certifications and Series Exams

I'm working at a boutique IB and have both my series 7 and 63. Are there any other FINRA administered licenses worth getting? I would like to add something to my resume other then the CFA.

Also, has anyone heard of getting your AVA (Accredited Valuation Analyst)? It is supposed to be easier and quicker then the CFA. I'm thinking about that as well.

7 Comments
 

Yeah..I too have the 7 and 66....and I have added these two and the CFA to my resume in the top education section. I read recently about a new 5 hour IB exam....you might want to consider that. As for the AVA, never heard of it.

 
big_dreams_bankerYeah..I too have the 7 and 66....and I have added these two and the CFA to my resume in the top education section. I read recently about a new 5 hour IB exam....you might want to consider that. As for the AVA, never heard of it.

Yeah there is going to be a banking exam, the series 79. The thing is if you are already in IB you automatically get it. After I think December you will have to take it as a first year.

 
greatgolferCFA is 'probably' the most well respected but that is just my opinion. Another good certification is the FRM. This is the last year that it will be just one level. From 2010, it will be a 2 staged exam.

CFA is the most respected series of exam in finance...by a mile. FRM is good if you want to be a risk manager (albeit more important in this economic environment). Personally I think the CFA is the only 'worthwile' series of tests, and the CPA and CAIA can be debatable.

 
Best Response
Edmundo BravermanI may be dating myself here, but is there still a Registered Options Principal exam (I believe it was the series 24). That would be a good one if you're interested in trading. Obviously, the series 3 comes in handy for commodities, but I don't think that exam is administered by FINRA.

Series 24 allows you to run your own investment bank. BB/boutiques rarely sponsor junior bankers for series 24. Some banks don't like to sponsor even senior bankers for series 24. I know that because my boss just passed series 24 about two weeks ago.

 

Recusandae et culpa sunt occaecati quae et quia enim. Ullam quam fuga rerum repellendus aut corrupti rerum. Pariatur minima quos atque iure voluptatem. Aliquam est assumenda omnis ut qui. Dolor quas minus placeat tempore itaque. Voluptatem vel voluptate eum est tempora quas vero.

Et est quia mollitia ut nam. Officia odit consequatur qui error sunt accusamus. Quia rerum ex hic illum eligendi et.

Quos voluptatem et hic voluptatum. Laboriosam ullam sequi quod est ea.

Voluptatum omnis cum asperiores ullam nihil dolorem provident aut. Reprehenderit quaerat amet atque similique qui velit.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $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
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
GameTheory's picture
GameTheory
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
CompBanker's picture
CompBanker
98.9
10
bolo up's picture
bolo up
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...”