CFA®: Asking my MD to let me enroll

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?

 
Best Response
wallstreet246:

Greetings,

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.

see above - i believe you already answered you own question and i think the fact he hired you means he is open to it and appreciates your drive to be a better employee. that's my two cents. good luck man.

"I'm talking about liquid. Rich enough to have your own jet. Rich enough not to waste time. Fifty, a hundred million dollars, buddy. A player. Or nothing. " -GG
 

If it's your career goal it's a no brainer to bring it up. If your MD ends up an advocate for you in this regard than it could pay deeper dividends than just passing a few levels. He seems already open to it.

MOST bosses understand that their talented employees will put in a few years in search of bigger dreams. I was lucky to have such a boss at my most recent role. She was a HUGE advocate for my pursuit of the CFA, and was disappointed when I applied to b-school but still wrote me some stellar recs. If he is appalled at the idea you probably don't want to be there for the next 3 years anyways.

 

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