Chartered Financial Analyst (CFA) Discussions
Certification

Anyone in FDD at PWC? I was reading about the certifications required and it said that you can obtain a CPA, CFA, or MBA to get past senior level. Is that true?

Just used to being in Audit at big 4 where CPA is requirement. Would be much more interested in taking the CFA exam.

Any advice is appreciated

How is miles for CFA prep level 1?

If anyone needs help on cfa exam I tutor all levels. Dm me.

Are there any lawyers in here that have taken the CFA exam? Looking to set myself up for a pivot out of transactional law and the CFA looks like a good way to leverage industry knowledge into an analyst role.

If you are also studying CFA exam, can you leave how many hours work each day during weekdays, how many hours study each day during weekdays, and how many hours study during the weekend. Thank you!

If you are also studying CFA exam, can you leave how many hours work each day during weekdays, how many hours study each day during weekdays, and how many hours study during the weekend. Thank you!

Chartered Financial Analyst (CFA) vs. Masters of Science in Finance (MSF). Thoughts or advice on which to prioritize/ pursue first as a recent graduate? Your experience?

Thoughts on Mark Meldrum’s CFA prep material for Level 1? Also any general tips on how to prepare are appreciated, thanks!

You know CFA prep is well underway when you dream of forward pts, forward premiums and forward discounts.

CFA Exam in Aug. Should I bother? I initially signed up in 2020 Jan because I was wanting to join a hf at the time so I kind of needed it. At this point in my career, I’ve decided to go into corp strat/dev so I kept pushing the exam date back (using covid as an excuse). Should I still study for it and take it? It’s a lot of time commitment and I’d probably not have it on my resume anyway (only lvl 1) . I also paid ouf pocket for it so that’s another reason why I’m on the fence about ditching it.

is CFA exam hard? Just switch myself from tax to cooperate finance and want to add more knowledge and certificates. Any insights and input will be appreciated!

Thoughts about listing “in progress” certifications? I am preparing for the CFA exam (registered for Aug) and will also be attending a course at the end of April for another certifications (also registered) which will be granted upon completion of the course. I was wondering if I were to apply for jobs in the near future, could I include them in my resume now and apply or wait until I at least complete the April course to include it in my resume and apply then?

What’s the CFA studying time commitment per CFA exam? Recs on services/companies/booklets/study methods?

Purpose: Targeting CFO/Controller in fintech

Reference points:
1. S1 in financial services audit pivoting to FP&A senior accountant in fintech. Worked a decent amount with estimates/key business processes (aka loans, securities, CECL, tax not payroll etc)
2. I studied for CPA in grad school. Carved out about an 1-2hrs a day for <7 months less midterms, finals, vacation

I am currently pursuing a Masters in Business Analytics at the University of Texas at Dallas. I’m in the process of looking for an internship. I have experience in Finance and Strategy along with working at a startup. I’m also pursuing a Chartered Financial Analyst Affiliation having already cleared level 1.

Has anyone tried Mark Meldrum for CFA prep? I’m taking level 2 in Nov. My hesitation is that I can’t contact them when I have specific questions.

I graduated from UNCW in May 2021, with a Bachelors of Science in Business Admin and a concentration in finance. I will be finishing up my Masters in Finance and Investment Management in May 2022 and sitting for the CFA exam in August. I am currently looking for a job and would be great fuel for any advice when it comes to what jobs I should be looking at and salary? Thank you in advance!

So I want to know everyone's opinion on the CFA exam and whether it helps in a career in investment management. I'm 24 and in two minds about it. Advice?

I'm 23. I'm a FSD in cloud engineering at Deloitte USI with less than 1 yoe. I hold a Bachelors in Chemical Engg from a top 10 college. Some time back, I started investing in the stock market. Now I'm thinking to pursue CS (company secretary) and CFA(Chartered Financial Analyst).

How crazy am I?? Should I proceed with this? Can this affect my career negatively?

Happy to answer any questions about CFA exam Dos/Don’t , final stage preps and decoding exam scores - CFA institute volunteer/ CFA board member.

Need CFA exam advice! I recently left financial due diligence and moved to industry to a strategy and deals role. I studied for the CFA all of 2020 but my exam was canceled twice, resulting in me getting a refund. I haven’t studied since Nov 2020 but still remember some materials. I did not get a refund for the kaplan course. The deadline for November exam is today. Is pursuing the CFA worth it at this point? Im 27 with almost 5 YOE. Should I just do level 1 and will that help career-wise?

Need CFA exam advice! I recently left financial due diligence and moved to industry to a strategy and deals role. I studied for the CFA all of 2020 but my exam was canceled twice, resulting in me getting a refund. I haven’t studied since Nov 2020 but still remember some materials. I did not get a refund for the kaplan course. The deadline for November exam is today. Is pursuing the CFA worth it at this point? Im 27 with almost 5 YOE. Should I just do level 1 and will that help career-wise?

Does anyone know if KPMG AAS group will cover CFA exam fee and study materials? Thankd

If I want to exit public accounting (asset management group) to private (hedge fund/PE fund), is the best time to exit as a senior or a manager? If manager, what else can I do now to make myself more competitive? Take a CFA exam?

Any CFAs here?
I am planning to start CFA prep in a couple of months.
I have a B.Tech in Electrical and currently working as ERP Consultant (2+ yoe).
I just want to get into Finance - is it worth investing time and money in CFA? Or are there any alternatives?

Any CFAs here?
I am planning to start CFA prep in a couple of months.
I have a B.Tech in Electrical and currently working as ERP Consultant (2+ yoe).
I just want to get into Finance - is it worth investing time and money in CFA? Or are there any alternatives?

I passed the first 2 levels of the CFA exam, will having it on my resume damage my chances when applying for transaction diligence jobs?

Does EY reimburse CFA exam fees for FDD group? I asked our local HR several times but no response so far.

Is anyone studying for the CFA exam right now? (Which now takes place in Dec instead of June). I’ve totally lost my motivation and wanted my refund instead.

The CFA exam is being postponed and it looks like it’ll be rescheduled to December... any other candidates in here that signed up for the June exam? Any plans on how to prepare going forward?

My company reimburses CFA exam fees if I clear level the exam and if I stay in the firm for 2 yrs from reimbursement date. I don’t wish to be in the same firm . Can i still apply for CFA scholarship?

My company reimburses CFA exam fees if I clear level the exam and if I stay in the firm for 2yrs from reimbursement date. I don’t wish to be here for 2yrs. . Can i still apply for CFA scholarship?

Can someone in IB let me know the steps I need to take to get there? I’m currently in Branch banking and have a BS in finance from a non Ivy League. I have been considering taking the Level 1 CFA exam

I just don’t have any motivation to study for my CFA exam

I have a friend that needs a referral for valuations position at Kmpg. Pm or respond in comment thread. They passed the 2nd Cfa exam.

Anyone know if it’s worth it to take CFA exam? It’s really expensive and my firm does not sponsor it. I’m in audit now. Any advice is appreciated!

Does anyone think testing center impacts their score on the CFA exam? Do you have a “favorite” testing center?

Will passing the Level 1 of the CFA exam significantly help make the case for a move from audit to TAS/FDD (either internally or externally)? I’m willing to take it but only if it will help the move.

Anyone studying for the CFA exam?

How many times did you guys take the cfa exam?