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WSO Free Modeling Series - Now Open Through
October 31, 2026
9 Free Financial Modeling Lessons
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.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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CFA?
CFA for sure, and maybe start thinking about how to best position yourself for MBA programs. What are your long-term goals?
I would like to stay in Banking my entire career, eventually become the VP of Credit at a larger bank. I've looked into the CFA and it seems very heavily weighted toward investment strategies. I took portfolio analysis last semester and the book for the class is used to study for CFA level III. I was under the assumption there may be certifications out there that are geared more specifically for credit analysis.
Thought about FRM?
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