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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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Tax Accounting

Wall Street Mojo

What Is Tax Accounting? Tax accounting refers to the methods and policies used for the preparation of tax returns and other statements needed for tax compliance and therefore, it provides frameworks and guidelines for arriving at a taxable profit. Table of contents What Is Tax Accounting?

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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. Alumni often have a vested interest in helping fellow graduates, so don’t hesitate to seek advice or informational interviews. and how our process works.

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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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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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2023 Fourth Quarter Review & Commentary

FineMark

Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole.

S&P 52
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2022 Fourth Quarter Review & Commentary

FineMark

Go to top 2022 Fourth Quarter Review and Commentary By Christopher Battifarano, CFA ® , CAIA Executive Vice President & Chief Investment Officer Articles In This Issue: How Secure Act 2.0 Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability.