What’s your take on including an alphabet soup in your signature? Which of your designations do you intentionally exclude and why? ex PhD, JD, MBA, CPA, CFA, CAIA, PMP, PMI, CIMA, CFP, etc etc

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Does the CAIA hold much value if already doing the CFA?

Has anyone completed CAIA? If so what’s the timeframe to completion like? Thanks in advance!

I’m in asset management sales and keen to accelerate my learning in alternatives (private equity, private debt, real assets, liquid and semi-liquid alternatives) so I can have more productive discussions with clients. 1) What are some good news platforms to stay updated on alternatives space in Asia? 2) Besides CAIA, any educational platforms to learn more about alternatives?

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Looking for advice on types of roles I should be searching in financial services. I am an expert communicator, both written and verbal (many publications, and pre-consulting/fs career in public speaking), and a great salesperson. Want to be able to keep writing and attending conferences, as well as have a sales component. I don't enjoy working with back office banking robots. I can play the part short term, but have bristled on longer term engagements with human potatoes. 8YOE, Series, & CAIA

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I don’t have an undergrad degree, but completed roughly 2.5 years out of the 4. I’m in my mid 20’s with 3 years of experience in wealth management working with UHNW clients. If I get my CFA and my CAIA, will my firm/other firms consider me regardless of my lack of a degree? I also have my series 7 and 66.

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Has anyone done the CAIA credential? Care to explain your journey?:)

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Hi everyone

I'm in a business development role based in Asia. May I get your thoughts/pointers on the CAIA?

I'm aware that the CAIA is not as popular in Asia compared to the CFA. From my knowledge, there are no CAIA holders in my current firm within the Asian region, despite dealing with alternative investments.

Would be happy to hear your thoughts regarding the CAIA, and study tips if you have any!

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CFA or CAIA?

Anyone taking CAIA 1 next mo?

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Anyone use the Pearson virtual test Proctor? Just registers for CAIA and couldn’t get a spot in my area so asked for the allowance , I have heard horrible story’s.

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Super random question- any tax folks do their cfa and/or caia by any chance?

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As a junior strategy consultant who’s keen to work in PE, would a CFA or CAIA be an advantage when applying for an investment role in the future?

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Currently have the FRM title.
I failed CFA level 3 once.

I'm hoping to eventually do CAIA, but only after I'm done with CFA. I'm also hoping to do non-financial certifications, like Certified analytics professional (CAP), and learn about web development.

While I may have the title of manager, I am still an individual contributor. The type of work I do involves quantitative analysis/data analysis/science.

Any suggestions as to what I should start with?

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Is CAIA worth it? Actually CFA too lol

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Anyone on the distribution side of private funds ? Currently at a liquid alternative 40act fund and working on my CAIA. I was wondering how difficult the jump is to the other side. Any context would be helpful!

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Is the CAIA content worthwhile? Anyone take it and have any insights to offer on. Is the content provided in the education applicable info to their employment?

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Tip for anyone taking the CAIA exam, get UpperMark. Was using willey and was abt 1/2 complete and borrowed a friends test bank … night and day much harder and honestly was more like what I expected

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Honest thoughts on best qualifications to go after to break into PE from consulting - should I go after ACA/CFA/CAIA? I feel I’ve only got the patience to do one of these 😂

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Has anyone taken the CAIA exam recently? Currently studying for lvl 1 but not too much commentary out there.

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Has anyone taken the CAIA ? Any tips ?

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Perceptions of the CAIA designation?
Who can it be helpful for?

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Has anyone written CAIA and found it to be useful? I'm not planning to move into portfolio management but would like to learn about alternative assets more. Company will pay for me to write it

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Currently in ibanking as an associate and want to see if I can make the move to PE. Is the CAIA viewed favorably at all?

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What the best material to improve investment team know how on the job and why? CFA, Wallstreetprep, CAIA, Corporate Finance Institute,…?

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Hi fishes, I'm eager to know what financial services firms have continuing education policies to financially support employees who successfully obtain certifications/charters (e.g. CFA, FRM, CAIA...) during the course of their employment?

Is this a reasonable expectation to have that most top-tier firms would offer such a benefit?

CMT vs CAIA?

I currently work in sales for an asset manager and have an MBA. Would like a designation, one that’s applicable to asset management and has some status/recognition. Appreciate any thoughts or insights. (Also dont want to take CFA)

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CAIA or CMT?

I do institutional sales for an asset manager. Am graduating in the fall with an MBA from a top 40 school. Would like a designation but dont want to do the CFA.  Between the CAIA and CMT: which one is more applicable to asset management, and better status/recognition? appreciate any insight

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Has anyone done the CAIA if so do you feel it was worth it ?

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At this point all I care about is salary what would result in your opinion most money •CFP •CPA •prestigious MBA •CFA •CAIA •coding boot camp I’m at $85k now

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Has anyone gone CAIA route ?

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New AWMA... curious to know what a reasonable salary expectation is and what the growth looks like for an associate within a growing ensemble. For context, background is more analytical, taking CAIA level 2 in a couple weeks, then plan on pursuing CFA.

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Just got a scholarship to take the CAIA L1 in March 2021. Anyone taken it and can offer advice on how to prepare?

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Thoughts on CAIA? Difficulty, hours studied, study tips, overall experiences, etc.? I’ll be sitting for Level 1 in September. Currently work in the fund of funds space - moving over to my firm’s hedge fund research team soon so CAIA seemed like a perfect way to get knowledge in the area beforehand. I’m almost one year out of undergrad (econ background) so a lot of the CAIA content is new to me

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Is CFA and CAIA certifications helpful for a career in Real Estate Private Equity/Development?

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Hi 🐠, question on CFA / CAIA- are either worth pursuing if you want to “up” your professional bonafides? I don’t come from a background in finance, but work primarily w/ PEGs like so many of us.

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Waiting on CFA L3 results and salary “revisit” in Sept. Have CAIA designation already and base salary of $64k base salary +20% bonus currently as credit analyst. Should I be looking for big raise?

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Is the CAIA a worthwhile designation to pursue? Firm is willing to sponsor, but not sure how much PE firms care about it

Fixed income Credit analyst in boston. Make 60k +15k bonus. Sitting for level 3 cfa in June and have my CAIA designation. 10 vaca days/ year. Am I getting screwed?

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Any value to the CAIA?

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Related Posts

Anyone took CFP exam? How hard is it compared to CPA? And how many hours prep?thanks

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I'm an experienced Generalist/HRBP for an extremely high volume/large org. I have a masters in HROD and SHRM-CP. My role is getting to be more and more transactional by the day, all my strategic projects get pushed to the side by the endless daily fires that are, inevitably, tracking down employees and data entry. I'm actively looking for a new role (preferably Sr generalist etc), but can't seem to stand out among the crowd. Any tips? Louisville, KY.

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Considering most of management consultants here would have done MBA, which colleges actually get MC role offered by the bigger consulting firms, and not the backend or digital roles?

Like ABC, FMS, xlri, isb are a given, but what about MDI, SP Jain, IIM K, IIT B Sjsom? Or any other b school

Asking this as an mba aspirant who would be giving interviews (hopefully) for the later mentioned colleges.

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Salary question: Starting to think I’m getting underpaid as I am seeing some high salaries out there and curious to know what others in recruitment are making. Currently, recruiting manager (team of 5) 100% remote for a RPO, 8+ years experience in staffing in multiple areas (MSP, HRG, Branch Manager - agency) with international experience. Education: BA & CIPD HR Management Diploma (SHRM equivalent in the UK). Living in Chicago. Salary $70k 10% bonus, been told being bumped to $80k 12% bonus.

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Looking for ideas for a slight "career change". I can't stand working bedside/acute care nursing anymore, officially burnt out.

Does anyone have any experience with informatics based nursing jobs, or clinical documentation specialist positions? EMR auditing? Remote jobs? Pros/cons? Do you find there are part time positions available?

I don't have my masters just my BSN/RB, nor do I plan on going back for my masters, would possibly consider a certification if really necessary.

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Hi all, what are your recommend resources to study for the CISSP?

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Hi,
I have 4 YOE in Data Science. At some point, i would like to move towards management role. Managers with technical knowledge will always be in demand. I already have MS in DS. I would like to a management degree maybe MBA or PhD. When would be the right time to do it? I don't want to make the shift too early or too late. Need some advice

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Got the ft offer for mba level at Bain starting next fall 🙂

I dropped my phone and the screen cracked. Should I get a new phone now or does Bain give you any perks for buying a new phone and I should wait 😂😂

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Looking to get a role with USAA , AML CIP Business Advisor Lead. I’m not sure if it’s difficulty with getting my resume noticed, but I’ve had some trouble getting a call back with USAA. I have a CAMS & CFE certification with well over 7 years experience. Any recruiters here willing to help push me through or refer me? Much appreciated ☺️

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I already have the SHRM-SCP. . would it be a value add to go for the SPHR as well?

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Looking for job opportunities in Lean Six Sigma, Operations excellence and continuous improvement in Manufacturing/ Banking please help to refer me.

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Does anyone here have a STUDY GUIDE for the CFE EXAM (Law & Investigation section)?

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So, a recruiter gave me feedback that my lack SPHR or SHRM-SCP is causing my resume to be knock out by AI and human recruiters despite my position and work history in Multinationals and being in Technology. They suggested that we put SPHR ( Lapsed). I let it lapse in 2017. What is your opinion? Plus if I were to take another certification - should I take SPHR or SHRM-SCP?

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Hey y’all! Recently got into one of my top choice MBA programs (Tuck) and super excited about it - but I am a little bit nervous about being a single gay M there (in terms of dating prospects haha). Any fish have insights or advice?

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Help please!!!

Strategy & Ops at large tech company (non-FAANG) - 120K TC (San Francisco)

Rotational Program at Industrial Firm - 170K TC (Chicago)

Industrial Company:
- Would pay for grad school
- Comp is insane
- Work is more niche
- Company culture is rough
- MBB / tech exit
- smaller less known company

Tech Company:
- Cool company
- well known
- Enter tech early on
- Salary lower than other by a lot
- PM / Biz Ops exits

Both companies have good MBA placement. What would you do?

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What type of exit opportunities have you seen come across? Any issues exiting without an MBA?

I am about to meet my bf's parents who r frm different cast- culture all together. I m Hindu Rajput n they are Marathi Brahims.Although his parents said they are fine with marriage but i can sense they are not actually happy. They are taking it ahead just for the sake of it.Does this culture difference matters a lot after marriage.??
In-laws not liking me will be a problem after marriage.? What should i really focus on?? Is getting married be good idea in such scenerio ?

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Thoughts on the new CPA exam changes?

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If you could start your MBA degree over what would you do differently?

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Additional Posts

Hi Fishes,
Is there any issue if we don't upload all the docs in the countdown to Accenture portal before the doj?

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Want to know about hows the scope of growth in Cisco Systems (Bangalore, India). Got the offer from Cisco as Data Analyst grade 8. YOE -- 5 yrs

💠SAP Mega Drive 12th Nov'22 💠
LTI - India

Interested can Dm with job roles and email id to apply

Post Photo
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Is your work calendar shared or private? Would you share your calendar if PMs ask to see your schedule so they can prioritize your time? (I'm leaning towards no, because they can just ask. Thoughts?)

What are some public health focused firms?

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Hey everyone! What can you tell me about Accenture’s Supply Chain Data Scientist Division in the NE ? Is it like a technology analyst?implementations/strategy? Accenture

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