Which series completions and/ or certifications are required usually for bank finance jobs and will give a leg up and look good on resume for starting out in the banking finance area???
| +218 | Investment Banks Ranked By Your Divorced Blue Collared Uncle | 17 | 5h |
| +156 | Think Twice before Recruiting for HOUSTON IB!! | 65 | 2d |
| +140 | UBS Exits 2026 | 39 | 4h |
| +65 | Congrats on the ROs. I Still Don’t Know Which One You Were | 8 | 11h |
| +40 | Mid-Level UBS Departure for another BB (Grass Isn’t Greener…) | 31 | 3d |
| +39 | Did not get a return offer due to headcount, but happy to move on. | 8 | 1d |
| +37 | IB RO Discussion | 6 | 3d |
| +29 | Getting a BB job just for brand name? | 5 | 2h |
| +29 | Lied about bonus to future employer | 17 | 2m |
| +28 | Early VP promo timeline | 15 | 1d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
CFA
Thanks I am getting SIE and Series 7 at moment......good to know
University degree. That’s pretty much it. In IB at least, people won’t care about anything else. If you had extra time would learn a foreign language or sth
Appreciate the feedback
CPA can help too. Cfa and cpa really only ones you see
Eos temporibus aut quia ea est quia voluptatem. Qui hic repudiandae pariatur ipsam. Debitis provident rerum suscipit repellat est. Quo nobis sit laboriosam a modi. Quasi libero velit molestiae sequi nulla itaque vitae. Id et sapiente culpa fuga assumenda.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...