Mergers and Inquisitions

NOVEMBER 15, 2023

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

CFA Investment Banking Bank Banking 59

Successful Acquisitions

AUGUST 24, 2023

Join Capstone Partner John Dearing, CFA and his guest, 2aDays Founder and CEO Keirsten Sires as they discuss how credit unions can effectively reach out and connect with younger generations to expand their future membership. For more information and to register visit: www.capstonestrategic.com/CUwebinars/

CFA 52

CFA 52

OfficeHours

MAY 24, 2023

Alumni often have a vested interest in helping fellow graduates, so don’t hesitate to seek advice or informational interviews. Many institutions have alumni networks or career services that can help facilitate connections with professionals. Further, investment banks source much of their Associate class from top MBA programs.

Investment 147

Investment Investment Banking Finance Finance 147

OfficeHours

JULY 11, 2023

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. Where can I learn more about these exams?

Investment Banking 100

Investment Banking CFA Bank Banking 100

OfficeHours

JULY 11, 2023

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. Where can I learn more about these exams?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Mergers and Inquisitions

MARCH 27, 2024

In fact, here’s an example of one such tracker with dates and information by bank. Applications normally open between August and October, offers are usually sent in December – January, and you get the scheduling information in February. In other words, don’t just attend a social event and chat with people there.

Investment Banking 105

Investment Banking Bank Banking Investment 105

FineMark

JANUARY 17, 2024

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

S&P Equities Valuation Investment 52