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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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How to Prepare for Series Exams

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. If you can really nail valuation questions but struggle with regulatory questions, make sure you can get all the valuation questions right to maximize your points there.

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

OfficeHours

If you can really nail valuation questions but struggle with regulatory questions, make sure you can get all the valuation questions right to maximize your points there. 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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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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2023 Fourth Quarter Review & Commentary

FineMark

FIGURE 3 Source: Strategas Securities LLC Another key factor in future equity market performance is valuation. A common method for expressing the value of equities is the Price-to-Earnings (P/E) ratio, a stock valuation metric that compares a company’s share price to its earnings per share.

S&P 52
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2022 Fourth Quarter Review & Commentary

FineMark

The phenomenon is likely to play out over several years with various ramifications, including valuations. As shown in Figure 3, below, from 1950 through 1989 (a period that was also less globalized and national interest and security were more heavily considered), equity valuations were expectedly lower.

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Tax Accounting

Wall Street Mojo

There are various components of accounting Accounting Accounting is the process of processing and recording financial information on behalf of a business, and it serves as the foundation for all subsequent financial statements. All these working and adjustments form part of the Tax return, and these statements are kept for Tax audits.