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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.

CFA 59
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What is VBA for Excel? Here’s Everything You Need To Know

Peak Frameworks

For example, in 2013, JPMorgan used VBA to build a custom model to forecast loan losses, which helped them save time and improve accuracy. VBA in the Context of Finance In finance, VBA for Excel is commonly used for financial modeling, forecasting, data analysis, and automation of repetitive tasks.

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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. For instance, becoming proficient in Python for financial modeling can distinguish you as an indispensable team member.

Economics 130
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The Path to Success: How to Become an Investment Banker

OfficeHours

Building a Strong Understanding of Financial Concepts In order to pass the interview process, it is important to develop a solid understanding of financial concepts, including financial analysis, valuation techniques, financial modeling, and corporate finance.

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Tax Accounting

Wall Street Mojo

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

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Multi-Manager Hedge Funds: A Meritocratic Paradise or a Revolving Door of Burnout?

Mergers and Inquisitions

You might think that as a Hedge Fund Analyst , you’ll do deep market research, speak with counterparties, suppliers, and customers, and build detailed financial models to support your views… …and you would do those things if you were at a single-manager hedge fund. What Do You Do as a Multi-Manager Hedge Fund Analyst?

Funds 104
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Corporate Finance Jobs: Cozy Careers, But Bad “Plan B” Options

Mergers and Inquisitions

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. Lateral Hiring: You could move into corporate finance from plenty of other fields (Big 4, investment banking, other divisions at a company, and maybe even non-finance roles).