Anyone have any experience going from FDD > M&A IB > FDD? I have my CPA and also pursuing CFA Level 1. While I feel my background suits me more on the accounting/FDD side, the M&A comp potential seems much greater. Would love your thoughts!

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Cfa level 1 is overkill for IB. You're better off spending time modelling and networking.

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I went from FP&A -> TAS/ARA-> IB anything is possible

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You want to boomerang back to FDD?

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If you want to do IB, go take the Finra SIE. Much easier to get compared to CFA. The SIE is required once you land the job (along with series 63, and 79 - but you need to be sponsored to take these). You’ll show employers that you know what needs to be done for the role and you’re being proactive

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Why would you go back to FDD? Yes it’s not uncommon for junior FDD folks to lateral into IB (or at least it wasn’t uncommon a few years ago)

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