CFA® Enrollment Approval for non-Front Office Employee

Greetings,

I am from a software engineering background and recently started working at a namebrand AM firm as an Associate level 120-130k range coder.

During my final round interview with the MD, I had expressed my desire to take up the CFA®, and mentioned that another hedge fund I interviewed at turned me down when I mentioned this stating they felt I might be distracted trying to learn about the business etc. instead of focussing on coding.

The MD then asked me why I wanted to do the CFA® to which I said I want to switch industries (came from pharma.) and stick to AM firms for a while at this stage of my career, and learn the economics/AM/CFA® side of things as I've already been coding for 5-6 years now and have a Graduate CS degree. I believe this will help me understand how to do my job better and brand me as a better employee within the organization since I'm looking to stick around long term.

I have a 1:1 meeting with him soon and wish to bring up enrolling into the CFA®. I'm concerned they might not be interested in letting software folk go down the CFA® path considering my previous experience with the HF that did not hire me (my technical coding rounds went fine).

How should I put forth my desire to enroll for the CFA® in a manner so that he agrees to sponsor me, at my upcoming meeting?

2 Comments
 

Laudantium veritatis est praesentium repellendus. Sunt est quo et blanditiis ab quaerat repellendus amet. Aut voluptates quasi ullam.

Eum quia hic voluptatum ea dolorum. Earum asperiores quos id sunt beatae. Laboriosam officia qui qui sunt enim et.

Repellendus odio quia rerum neque doloribus. Distinctio consequuntur nemo magnam quia veniam beatae quasi. Aut eum porro et voluptas. Est sint saepe tempora inventore veritatis.

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 No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $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
CompBanker's picture
CompBanker
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
Linda Abraham's picture
Linda Abraham
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...”