Anyone gone from Risk Assurance at Big Four to Equity Research? Currently studying for Level 1

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I had a colleague at Big 4 make the move to a well respected MM after 2 years in audit.

Within their Equity research group. He only had a CPA, nothing on CFA (although i imagine he’s been grinding through those ever since).

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Additional Posts in Beat the CFA

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Hello everyone!

I’m currently studying for my CFA designation, and will be taking the Level 1 exam in May 2023.

I don’t have a background in studying Finance/Economics like most CFA candidates, instead I went to school for Neuroscience. My end goal is to pursue Portfolio Management.

Is anyone else here pursuing their CFA without any education background in related fields? I would love to hear the opinion on those who are going into this with a fresh pair of eyes - any advice would help!


Thinking of getting a CFA; would appreciate recommendations on test prep providers.


I am done with QM (TVM), FI and Equity. Not from a finance/accounting background. Can I crack the exam in November? I am concerned about FRA of course as it will be more difficult for me and also has the highest weight. This is for L1.


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