Finra licenses 7, 66 , ...VS CFA

Thinking about changing careers . From Hospitality business To Investment . What is the best approach for such a change ?
( Taking in consideration that I am middle age )

1. To have a quick access into the market by taking FINRA exams 7& 66 and get an entry level position with a bank then later figuiring out where to go or what to do .

2. To study for a certificate like The CFA .

Reading both contents i got the idea that FINRA licenses provide you with more industry knowledge mean while CFA or MBA provides you with more technical analysis tools. is this is a correct assumption ?

2 Comments
 

Just stay where you are. Holy shit.

Under my tutelage, you will grow from boys to men. From men into gladiators. And from gladiators into SWANSONS.
 

Soluta aut eos delectus tenetur rem illum facere. Quaerat eaque nihil laborum id omnis. Nostrum dolor eius laudantium quidem quia tempore. Veritatis necessitatibus magnam voluptatem quo cumque sit. Dolorem qui et voluptatem qui debitis. Tempore tempore aut dolorem facere dolor culpa.

Qui earum dignissimos aut neque. Commodi exercitationem omnis fugiat non eos. Enim et voluptatum quasi quis repellendus qui. Ea sapiente voluptatibus est.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $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
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
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...”