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FAs/PWM Guys - Can We Get The Real Scoop? THX
So I know many HF / PE guys, mid to late 20s, who at some point during college interned with a retail broker/financial advisor ("FA")/private wealth manager. You know, those resume padding internships (many unpaid) where you are an FA's gopher for a summer "learning about the stock market"! Despite...
Advice needed. Boss asking me to come in on weekends leading up to CFA exam
I work for a small high net worth PWM firm. My boss is planning on moving offices by June 1st. I already took off the whole week leading up to the exam (June 4th). The problem is, he is going to ask me to come in on some of the upcoming weekend days to help move. I already finished the L1 material...
2011 Schwesser Notes Now Or Wait For 2012 Version?
I'm planning on sitting for CFA® L1 in June 2012 after year 1 of B-School. I won't be able to register for the test until this July or get the new CBOK till then either. I want to start studying right now though. Does the test change that much (or at all) year over year? Should I just pick up the...
Useless efforts to obtain CFA®
How many kids do I see in back office /mid office/IT/etcs trying so hard to obtain the CFA® ? To me, this appears completely useless in most of the cases. Some of these kids are all looking for the high paying jobs the financial industry promotes, but I feel like none of them truly understand the...
Happy Thoughts: Post-CFA® Plans
Hey, What are you other CFA® prisoners planning on doing after June 4th? I just finished going through Books 1-3 for the second time, and want to dream big. 1. Drink myself blind. 2. Have hot dates with actual people. 3. Hang out with whatever friends I have left. 4. Attend a wedding. Bust out some...
The "Going Balls Long" Debate
As this is often debated on the trading floor - why not do an open forum on WSO as well... Submit your antonym to the phrase, "balls long."
CFA® or Graduate in 3/3.5 years - Target with a 4.0
I'm in the process of choosing my classes for next semester and it would be possible to graduate in 3 years, and definitely graduate in 3.5 years. When I was talking to my alumni mentor, he recommended that I try and complete the CFA Level 1 during my senior year. My ultimate goal is to end up in...
6 Financial Services Qualifications which could substantially improve your employability
http://news.eFinancialCareers.co.uk/newsandviews_… Six financial services qualifications which could substantially improve your employability 12 April 2011 Sarah Butcher If you’re looking for a job in financial services and can’t get one, or if you’ve got a job in financial services and you...
How well does the wharton finance coursework (undergrad or MBA) overlap with the material tested on the CFA exams?
Very curious. Any insights?
Leave CFA® progress off my resume for banking??
This is NOT your typical "i want to do banking will a CFA help LOL!?!?!?" thread. I've already made substantial progress towards the CFA designation, and am wondering whether or not to leave it off my resume when I try to lateral into banking.
Is CFA® worth it if I have a top Masters of Finance/CPA
I am currently at a topp BB in a finance rotational program and will be going to LSE this fall for a MSc Accounting and Finance. I already have a CPA and am thinking about studying for the CFA , as I am interest in equity research/Asset Management. My question is, do you guys think it's worth it (in...
Has anyone worked as a freelance Financial Planner in their spare time?
When I finish school I was planning on doing a little part time work serving as a financial planner and as an accountant doing 20-30 hours a month so I can use my my apartment etc. as a tax write off. Has anyone on this board done this to make a little extra spare cash? What were your experiences?...
Starting career as CPA....
I recently graduated non-ivy top 4 yr university with bachelor degrees in Chemical Engineering and Economics. Since I do not have bachelor in finance or business, I am thinking of starting my career as CPA and working in finance-related accounting position and move into finance field to be an asset...
Building a career path - Satisfying the CPA requirement
Hey guys, I am currently taking accounting classes to satisfy the cpa requirement and planning to take cpa exam at the end of this year. Here's my current plan: I will start working as an accountant in a cpa firm and build up some experience on the field (2-3 years) and transfer to finance area to...
Building a career path - Currently taking accounting classes
Hey guys, I am currently taking accounting classes to satisfy the cpa requirement and planning to take cpa exam at the end of this year. Here's my current plan: I will start working as an accountant in a cpa firm and build up some experience on the field (2-3 years) and transfer to finance area to...
CFA® vs Master's vs Both
1) Will getting a CFA® level 1 help me get into a business school at all? 2) Will it help me get an internship or switch out of a job thats more related to finance? 3) Is a CFA® more prestigious than a Master's degree in finance? 4) If you are pursuing a CFA® , is it worth getting a Master's as...
Career change to equity research field
Hi all, I've been read this blog for a long time and have finally to make a post of my own. I'm currently working in the mortgage business as an underwriter and trying to make a career change in equity research . Equity research has been my passion but graduating college in 2009 was not the best...
Discussing CFA® in an interview
I've just graduated from undergrad and have been surprised by the number of professionals who have absolutley zero clue as to what the CFA® exam or the designation. As so I've often gotten asked what the charter covers. I've always done my best to talk about how the level 1 relates to the job, or...
CFA® or CPA for Equity Research and Value/Distressed Hedge Funds
Hi, I was wondering whether a CFA® or CPA would be better for someone looking to go from ER to Value or Distressed-Driven Hedge Funds? Also, just generally speaking, will I need to get an MBA to do hedge funds/ ER , or will CFA® 's + a good rep generally suffice?
Work Experience for Asset Management?
So heres my story. Graduated in December with an undergrad gpa of 3.2, passed CFA® level 1 in December, will be writing level 2 in June. I live in a small town in Canada (Lethbridge, AB, pop ~80,000) and long term would like to work in Asset Management in the US. Is there any type of decent...
CAREER HELP - Received an offer from a financial regulatory agency
I ended up receiving an offer from a financial regulatory agency. The work is auditing/compliance type of stuff for futures/options trading . Given my interest in these products/the constant developments in regulation, I feel like I could actually gain a lot of satisfaction from the job. SIDE NOTE:...
CFA® for me?
Hi! New to the forum. Here is the situation: I am not sure to take the CFA® level I and I need advice! I have been recently admitted to an MBA program, I was thinking in taking the CFA® level I in order to improve my resume. How useful can be doing only the Level I of the exam? Would it help me to...
Undergrad AM/ER Certifications
Hey guys, sophomore undergrad interested in AM or ER for career. What certifications or exams are available to undergrads to bolster a resume? I already plan on taking CFA® Level 1 but was wondering if someone could give the specs on FINRA series exams or other relevant certs. Can i take the FINRA...
What college to attend for an aspiring CFA® or Ibanker
I'm a senior who lives on Long Island who wants to double major in finance and accounting. The schools I've gotten into are Fordham, Indiana University, Baruch, and Penn state. Indiana is the most highly ranked for undergrad business but i want a job in NYC when i graduate do you think that this...
Buyside ER versus PE FoF - Exit Opps
Hi, So I may have a potential decision to make between a job offer for a junior equity research position (generalist role, working for a "best ideas" team of analysts) at a top money manager in Boston, and an analyst position in the fund of funds group of a top international, European-headquartered...
Getting Into Industy W/O MBA
Is there a way to get into the industry, and STAY in the industry, without completing an MBA? Would a CFA® be comparable, at least for AM /IM/ HF /etc? If it's possible, do any of you have advice on how to accomplish it? Thanks.
CFA® Dec Level 1
Got an email right at 9 am with the results. Smoked my head on a low ceiling when I saw that I passed haha. What I wanted to discuss though was that the pass rate was 36%. The pass rate for L1 in June was 42% (if my memory serves me correctly). Why do you think it was so much lower? Was it because...
African CFA® Level 1 Exam Papers Lost
I'd be so angry if I was told that my CFA test was lost: "CFA Institute, the global association of investment professionals which awards the Chartered Financial Analyst designation, said the answer sheets of 275 candidates who sat exams in Ghana last month were lost. The shipping agent hasn’t...
MBA+CFA® headed to IB -- how can I get to PE?
Snip.
CFA® Level 1 - Weekly Live Classes Experiences
I am looking to get opinions on signing up for the weekly live classes in order to prep for CFA® Level 1. Anybody do the weekly live classes? I am not the best self studier so I believe the live classes are the best way to prep (and pass!) the exam. I understand there still will be A LOT of self...
CFA® Situation
I am graduating in May and have accepted a S&T FT offer at a BB . I am planning on traveling around Europe between graduation and the start of my analyst stint. However, I could get sponsored by a professor to take Level 1 of the CFA® in June (I would only have to pay for study materials and put in...
CFA® Study Material Preference
I am a college senior, graduating in May. I have recently started studying for the CFA® Level I exam in June. Currently, I only have the textbooks from the CFA® institue. I have read and heard that the Schweser notes and qbank are a must have. I want to decide which to allocate my study time to....
FA® - Schweser Level 1 (Dec 2010)
Does anyone have a used copy of their December 2010 CFA® study materials from Schweser? Interested in purchasing - send my a PM.
GS FIP
Anybody know what this is? How it relates to the analyst / associate roles?
Explanation of advice in e-mail from Executive Director:
I recently e-mailed an executive director at a prestigious i-bank that also has operations in asset and wealth management. In my e-mail to him, I mentioned " I have a particular desire to work on the floor in fixed-income S&T and ultimately progress to buy-side money-management." His response was:...
CFA® Society Colorado - Sponsor Me!
Are there any monkeys in the CFA® Society of Colorado that can sponsor me? Thanks in advance.
CAIA & CFA®
For either of the two, are you required to have a bachelors and/or relative work experience? I think I heard somewhere that CFA® requires undergraduate studies to be complete but I'm not a 100% sure
CFA®: GAAP Vs. IFRS
Does anyone have a reference to a good site which breaks down the major differences between the two accounting methods. Need a concise table to help study for level 1. Thanks!
What Distinction is Better - CFA®, MBA, or CAIA?
So, the age old question...what is more useful for a long term career in finance, the CFA® , the MBA , or the CAIA? Wait, a minute, what even is the CAIA? This article will go through the pros and cons of pursuing each of these three certifications. The upfront economic costs and opportunity costs...
GMAT/CFA® prep
Will prepping for the Level 1 CFA® exam help in any way with prepping for the GMAT?
2011 CFA® study notes
2011 CFA® study notes at http://www.yeabook.org/
Sands Capital Management
Who can fill me in on Sands Capital?
CFA® level I + MSc in management or MSc in Finance ?
Hello fellow primates ! I am currently signed up for the 2010 december level I CFA® exam and I am looking forward to start a masters degree in Europe. Now here's the thing, while checking the Msc finance curriculum of several schools (top fifteen masters on FT ranking), I realised that many of them...
Should I study for the CFA®?
I just broke into this field as an equity research associate analyzing P&C insurance companies. I'm wondering if I should take the CFA® exams. I currently have a FCAS (fellow of casualty actuarial society), so I'm not sure if there is that much of a benefit to getting a CFA® as well. Any advice is...
Any way to take CFA as a freshman or sohp?
i am just going to be a freshman this year and this summer i studied my bro's study note. it is not bad anyway. I want to take CFA® as a freshman or sophomore but the CFA® institute would not allow. any suggestions?
2010 CFA® Standards of Practice Handbook(tenth_edition) (free download)
2010 CFA® Standards of Practice Handbook(tenth_edition) (free download), see the following link http://www.yeabook.org/cfahot/91.htm
FRM or CFA® for structuring?
Hi. Which of the two exams would you recommend for structuring: FRM or CFA® ? (I am currently completing my MBA , and have an engineering background). Thank you in advance for your thoughts!
Big 4 - CFA®
Do the Big 4 firms (esp their financial advisory units) pay or chip in for their analysts to take or pass the CFA® Exams? I.e. do they have incentive programs in place similar to those for the CPA license? TIA
CFA® Level I & II Exam Results
CFA® Exam results are officially released today how did the WSO members do? Post your results
CFA® level 1 - Failed it...
failed CFA® ...wtf...
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