I'd like to excel in finance, but don't know which path I want to take.

Hello!

I'll try to keep this short... I'm 22 and I currently work as an accountant. I was an intern and got hired without a degree, since I proved that I know what I am doing. I'm a self-taught accountant, but I will get my associate's degree next year. The company I work for right now is great - they promote hard-working people all the time (e.g. accounting manager started in DATA ENTRY 6 years ago). You can also work from many countries. I plan on staying there for a while.

Aside from my job, I continuously read books and articles about market, actively learn about finance, investing and so on. I enjoy this, HOWEVER, I realize that my attention is squandered. I want to excel in this area much more than most people, probably because I used to be very poor, but it feels like I'm just learning without a direction.

At the moment, I'm just taking in a lot of info, but it is not applicable. I need to find a path and stick to it and wanted to ask you guys what are some realistic options aside from getting a bachelor's (which I might)? I'm very eager learn applicable things, not just take in information left and right.

Any help will be much appreciated.

2 Comments
 
Most Helpful

So, you're starting behind the 8 ball. (shitty situation if you don't get the reference)

Getting a bachelor's from somewhere accredited is generally step #1. Most places won't even give you a look without one, and most designations require it as a prerequisite. After that the next step is to identify what a premier designation in the field is and begin to work towards it. For example, if you want to stay in accounting look into the CPA. Want to move into wealth management? look at the CFP. Asset management? The CFA Charter is where to start (but nowhere where the story ends, there.)

The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
 

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