Hey guys. I'm a rising Junior right now and was wondering what tests I should be taking and what their benefits are. I know about the series 7 (which I should take later) but I also heard of some others and was wondering what employers are looking for/expecting. Side note- I'm a finance major and looking to go IB -> PE
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7, 63, 79, CFA, and GMAT should be a good start
You'll need an employer to sponsor you for the Series tests. Maybe take a look at the GMAT if you're thinking about B-school (it'll be exponentially harder to take the test several years into your working career) -- the CFA is arguably most applicable for AM-esque jobs.
However, I'd say that right now instead of thinking about taking all these tests, focus your time on networking with alumni and people on Wall Street. Don't worry about the tests -- you'll take the Series 7/63/79 once you start work, and the GMAT a lot of college students will take as seniors after they've secured a job. Your priority is junior year summer internship recruiting, and the best way to approach that would be to network. Best of luck.
Thanks so much for the advice. I heard some people mention the series tests and was worried I was falling behind.
65 you can do without being sponsored. Doesn't really mean much. CFA you can start and take Dec - Senior year. Carries more out of all the listed above.
GMAT ... eh, if you do well and you put it on your resume it tells the employer you might leave them for b school, if you don't do well, it says you're dumb. So ... hard fence on that one.
Bob is really right about the networking though. I've made progress on some of these (I already graduated), and by far the only thing that's helpful on my current job hunt is networking my way in.
If you're doing IB and plan on doing PE, I wouldn't take anything except the GMAT. CFA is a complete waste of time unless you're planning on going to a mutual fund or ER. When you're interviewing, a good gmat score is just another good data point to put in front of your interviewers. It definitely carries some weight... will at least help with getting interviews. Finally, if you decide to go to bschool, it'll be nice to have that under your belt... huge pain to study after you start working.
DO NOT TAKE THE SERIES TESTS. Useless. When they're required, take them. Not before. If I knew who you were and saw you opening up one of those books to study, I would smack you. Or, if you're a female, I'd find someone of your gender to do it for me.
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