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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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Article | The shadows of what may or may not be in 2024

Successful Acquisitions

Capstone Partner John Dearing, CFA shares some thoughts on the year ahead for the credit union industry in a new article for CUInsight.com. Read the article here.

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

OfficeHours

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. We invite you to create a free account on our platform to access our free materials, latest blogs, and articles. Where can I learn more about these exams?

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Tax Accounting

Wall Street Mojo

Article Link to be Hyperlinked For eg: Source: Tax Accounting (wallstreetmojo.com) Also, tax policies in each country differ with Generally Accepted Accounting Principles on various items. Recommended Articles This has been a guide to Tax Accounting and its meaning. Table of contents What Is Tax Accounting?

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

Mergers and Inquisitions

For more on the day-to-day tasks, please see the articles on the Corporate Finance Analyst , the FP&A Manager , and the FP&A Director. The CPA is probably the most relevant certification , but it’s overkill for entry-level jobs, and while the CFA won’t hurt you, it’s also not the best use of time/money. Potentially, yes.

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What is VBA for Excel? Here’s Everything You Need To Know

Peak Frameworks

In this blog article, we will explore the basics of VBA for Excel, its importance in the finance industry, and how mastering VBA can help you stay ahead in your career. In a 2020 survey by CFA Institute, VBA was ranked as one of the top skills desired by employers in the finance industry.

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Fixed Income Research: The Overlooked Younger Brother of Equity Research?

Mergers and Inquisitions

see the fixed income trading article for the full list ). We can’t possibly cover them all in one article, so this one will focus on fundamental research at banks , primarily for investment-grade and high-yield bonds. A few examples: Markets: What’s the 10-year U.S. Treasury yield at?