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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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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. Where can I learn more about these exams? You can get into a proper upper-middle-market PE shop quite nicely from management consulting and investment banking alike.

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

Mergers and Inquisitions

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these.

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The Path to Success: How to Become an Investment Banker

OfficeHours

Further, you can consider obtaining relevant professional certifications, such as the Chartered Financial Analyst (CFA) designation, to enhance your qualifications and demonstrate your expertise in finance and investment analysis. investment banking, private equity , VC, etc.) and how our process works.

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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. investment banking, private equity , VC, etc.) Where can I learn more about these exams? and how our process works.

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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. investment banking, private equity , VC, etc.) You can also check our various course curriculums for different careers (i.e.

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

Peak Frameworks

Additionally, if you’re interested in refining your Excel skills and recruiting for private equity, you should check out our , Private Equity Course. For instance, a private equity analyst can use VBA to build a custom function for calculating internal rates of return, ensuring consistent results across multiple analyses.