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The CFA for Investment Banking: Do the New Changes Make It Worthwhile?

Mergers and Inquisitions

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I first criticized the CFA in a 2009 article , which generated a lot of angry comments. But earlier in 2023, the CFA Institute announced the biggest changes to the program since it started.

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The Path to Success: How to Become an Investment Banker

OfficeHours

If you would like a leg up in the recruiting process, consider pursuing courses that focus on finance, accounting, statistics, mathematics, engineering, and economics. investment banking, private equity , VC, etc.) Maybe even more important than your major is your GPA. and how our process works.

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07-11-2023 Newsletter: Diversity Events at Megafunds Have Started…

OfficeHours

What many young professionals don’t take into account are the SIE or Series exams that you are required to take to become certified as an investment banker. Note that these tests are different from other ones you may have heard about like the Chartered Financial Analyst (CFA) exams, which are offered by the CFA Institute.

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How to Prepare for Series Exams

OfficeHours

What many young professionals don’t take into account are the SIE or Series exams that you are required to take to become certified as an investment banker. Note that these tests are different from other ones you may have heard about like the Chartered Financial Analyst (CFA) exams, which are offered by the CFA Institute.

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How to Take Advantage of the Market Slowdown

OfficeHours

This could involve pursuing certifications relevant to your field, like CFA or Series exams, or expanding your knowledge in related areas, such as data analysis or programming. investment banking, private equity , VC, etc.) You can also check our various course curriculums for different careers (i.e. and how our process works.

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Corporate Finance Jobs: Cozy Careers, But Bad “Plan B” Options

Mergers and Inquisitions

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. not banks or investment firms).

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2023 Fourth Quarter Review & Commentary

FineMark

The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. What’s intriguing about the chart in Figure 2 is how differently equities, as measured by the S&P 500, performed under each period, returning a modest 5.7%

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